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E33: Real estate doom loops, sublease considerations, the industrial market, and defensive expansion
- 2024/04/24
- 再生時間: 51 分
- ポッドキャスト
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サマリー
あらすじ・解説
(0:00) Opening
(0:32) The doom loop in downtown St. Louis and many other US cities
(20:50) Opportunities and risks when doing sublease deals
(37:37) Industrial rents and demand are slipping in the Inland Empire and other core industrial markets
(44:30) Defensive expansion by companies going away
(50:35) Closing
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