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Tom Digan Profile picture
Tom Digan
@ThomasDigan
Co-founder, President @joinladder. Recovering bond trader, HF manager, options junky. These days fitness, startups and investing.
Aug 24, 2018 • 24 tweets • 6 min read
1/ What is your take on WeWork? Risky real-estate arbitrage play w/ lofty tech valuation? Or do you subscribe to CEO Adam Neumann’s belief that it’s “valuation and size today are much more on our energy and spirituality than it is on a multiple of Revenue”? 🏙📈🤷🏻‍♂️ 2/ first an overview of CoWorking industry (which is not new): - represents <5% of U.S. office stock - JLL estimates will be 30% by 2030
- “flexible” space growing 23%, vs. 1.2% growth in total U.S. office stock