John McNellis

Does WeWork at All?

The CEO is selling that $20 billion valuation to a lot of smart, rich guys. But WeWork’s entities are known as SPE’s (“Screwing Probably Expected”), and landlords will be the first to go down.

Over-Storing America

That retail is overbuilt is obvious to anyone who has driven 20 miles in America. Less obvious is the why of over-building.