Clear Thinking for Real Estate Leaders
I’m pleased to have returned again this year as the lead writer for Emerging Trends in Real Estate, released last week by PwC and the Urban Land Institute. Despite the challenges of cyclical headwinds and shifting industry dynamics, industry participants remain largely optimistic and “take the long view.” One of our key themes for 2023. …
Continue reading ““Emerging Trends in Real Estate 2023” Released“
San Francisco is different from other places. The city developed its lawless and wild reputation from its very founding when thousands of prospectors arrived at this former mission outpost during the Gold Rush of 1849 — along with prostitution, gambling, and crime. From that notorious beginning, San Francisco has long been celebrated for its diversity …
Continue reading “San Francisco is Really Weird. But Not Only the Way You Think“
Trading off saving lives for preserving jobs A string of media stories last spring offered a glittery comparison of the pandemic’s impact on California and Florida. Officials in red-leaning Florida gloated that their state sustained comparable rates of COVID infection and mortality as in blue California, despite having much more relaxed policies and taking a …
Continue reading “The Pandemic’s Toll in California and Florida Revisited”
I’m proud to have served as the lead writer for “Emerging Trends in Real Estate 2022” jointly released last week by the Urban Land Institute and PwC. Key themes in this year’s report: “Surprising Resilience, Booming Economy, Worrying Risks.” Following tradition, the report lays out ten top trends of relevance to the property sector including the impacts of working from home, growing …
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Americans didn’t move far, but property market impact may be profound Newspapers last spring were filled with stories of empty downtowns as firms converted overnight to remote working, freeing office workers from the grind of their daily commutes. Not needing to report to the workplace, countless office workers, especially in tech and finance, moved to …
Too often the amusing anecdote or the obvious comparison are more misleading than meaningful Ever since the widespread lockdowns last spring, there’s been pitched political debate over how much government should be doing to slow the spread of the novel coronavirus. Last month several media stories comparing the COVID-19 experience in California and Florida seemed …
The coronavirus pandemic in the U.S. originated in the nation’s densely populated, left-leaning urban communities but spread to increasingly less dense suburban and then rural regions, where the politics tend to lean right. My detailed analysis of COVID data provides clear evidence of the striking shift in the infection’s political colors–and demonstrates that the migration …
Continue reading “Three Startling Findings from My Deep Dive into COVID’s Spread Across America”
The pandemic’s tragic path from cities to farms—and from blue America to red COVID-19 is sweeping widely through the country. Again. But each wave is hitting different political groups as it infects new areas. In the first part of my analysis of America’s growing political divide, I showed how voters are increasingly polarized by where …
Continue reading “Here, then There, then COVID’s Everywhere:”
No sentient American could be surprised to read that our political landscape is deeply polarized. But less understood, bordering on shocking, is just how wide—and wide-ranging—the physical divide has become. Far beyond the ideological differences between our two major parties and their followers, we are increasingly separated by geography and demographics. True, our recent national …
Continue reading “Polar(ized) Opposites: A Nation Divided by Politics, Geography, and Demographics”
