AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Importance of Long-Term Value
I think we're getting to a stage where with that much high energy prices which to a large extent come to the tenant directly total occupancy costs have come up massive. Where ESD first was say nice to have to attract talent and it's part of the narrative almost it's now part of the P&L and I think that is a key difference that we should not forget about. And then what we already talked about where tenants will become more selective if so if the leases expiry comes upSo I think there may not be a lot to choose because it's not anymore about CAPEX it's about preservation of rental income and therefore value"