Large corporate occupiers have portfolios that represent a significant percentage of their expense base. Could one apply the tools used by portfolio managers to optimize lease portfolios in terms of cost and risk?
Does a portfolio of office leases have properties in common with a bond portfolio? This article argues “yes” and examines some bond math to see if duration and related calculations add insights for CRE.
This article is about having fun with agentic AI and government-supplied data. Yes, you read that right.
What happens when someone decides to attack every source of friction in an industry built on scarcity?
The ether is full of descriptions of agentic AI and its overwhelming promise for wrangling data, automating workflows, and generally changing the world. Here is where I started.
Forecasting the growth rate of an organization’s headcount is sufficiently difficult that real estate strategy is frequently constructed on the basis of flat growth or simple compounded growth models. By ignoring this issue or the arguments that might stem from constructing a more sophisticated model we are assured of only one thing: our forecasts will be uninformed and potentially dangerous. This paper examines the statistical properties of headcount growth data and argues for a more rigorous approach based on stable distributions and Monte Carlo simulation.
An examination of final offer arbitration commonly used in real estate contracts, analyzed through the lens of game theory.
A research-driven analysis of productivity claims around remote work.
An analysis of post-pandemic office demand trends, originally published in April 2020.
An exploration of personal knowledge management systems, the PARA method, and the Johnny Decimal organizational framework.
Applying serial probability recursion to predict turning points in Manhattan rental rate trends.