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Surveillance: Pricing In Recession Fears with Peter Tchir

Bloomberg Surveillance

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Impact of WeWork Fallout and Focus on Dominant Offices and David Simon in Real Estate

The chapter examines the fallout from WeWork's leasing issues and how it has affected the real estate market. It discusses the resilience of dominant office spaces, the importance of distinguishing between top-tier and generic offices, and parallels with the challenges in the retail industry. The chapter also explores David Simon's successful approach to investing in malls amidst the current real estate market challenges, and the difficulties in accessing financing for construction loans due to the COVID-19 pandemic.

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