Only the Paranoid (Office Investors) Survive
“Much like the retail market a decade ago, the office market is now going through its own strategic inflection point. The key for successful investors is to understand that such changes need not mean abandoning a sector altogether. Instead, the trick is to identify which assets will thrive and which will suffer once the inflection point has passed.”
In his latest column for React News, Michael Kovacs argues that the office market is going through what Andy Grove calls a ‘strategic inflection point’ – a time where a company’s competitive environment undergoes drastic change – and that the two big winners in the office space will be flexible offices and the ‘best-of-the-best’ offices.
You can read Castleforge’s full thoughts in our latest report, Only the Paranoid (Office Investors) Survive.