
Yaron Naymark on IWG's value case
Yet Another Value Podcast
Is There a Market for Real Estate Management?
Regis or IWG specifically, they are also transitioning their business from, you know, what they call conventional locations where they sign these term leases with landlords. And then they build out the space and rent it out on a shorter term basis to their tenants. Most of their growth going forward is coming from that part of the business. They're going to transition the business from a capital heavy business to a capital life business over timewhere they're just managing real estate for building owners. You envision a company at the end of the decade call 2030 where they have multiples of their current location count.
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