The following are notes from Owen Thomas, David Arena, and Joseph Griffin’s take on commercial real estate at the 11th annual J.P. Morgan / Robin Hood Investors Conference took place on October 24 and 25, 2023.
Commercial Real Estate: Owen Thomas (BXP), David Arena (JPM), Joseph Griffin (Marathon Asset Management)
A summary of the discussion on commercial real estate featuring Owen Thomas (BXP), David Arena (JPM), and Joseph Griffin (Marathon Asset Management), moderated by John Khoury (Long Pond):
Owen Thomas:
- Workers are returning to the office.
- Boston Properties (NYSE:BXP) controls 54 million square feet of office space.
- Despite the return, Monday and Friday still see sparse office attendance.
- Financial companies lead the return to the office, while tech companies are slower to return.
- There is a slowdown...
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