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Offices Across America Must Be Torn Down, Says Kyle Bass (Office Vacancy Rate Hits 20.2% In 2023), JPMC’s Dimon Orders MDs Back To The Office Or Be Fired!
Confounded Interest ^ | 04/14/2023 | Anthony B. Sanders

Posted on 04/14/2023 6:03:55 AM PDT by Kaiser8408a

Office vacancy rate in the US has climbed to 20.2% in 2023 Financing for residential building is tepid despite demand The Covid economic shutdowns have a disastrous effect on small businesses as we know. But office space is really getting crushed in terms of vacancy rates. In fact, it is so bad the investor Kyle Bass is suggesting that office space be torn down across the US much in the same way that FDR’s Agriculture Secretary Henry Wallace ordered the mass execution of hogs in order to drive up prices in a deflationary economy.

(Bloomberg) Kyle Bass has some advice for real estate investors: Tear it down.

The founder of Dallas-based Hayman Capital Management says office buildings in cities need to be demolished because demand isn’t returning and it’s impractical to turn most towers into apartments.

“It’s one asset class that just has to get redone, and redone meaning demolished,” said Bass.

NCREIF’s office index is starting to decline, but Bloomberg’s Office REIT index (orange line) is really showing the pain being felt in the office market. But just wait to see what happens IF the market takes Bass’ advice and starts removing supply to help increase values. Unfortunately, my chart is only up through December 2022 and office vacancies have worsened in 2023 to a mind-boggling 20.2%.

In a classic Bill Lumbergh move (he was the office manager of Initech in Dallas Texas), JPMorgan now requires managing directors return to office 5 days a week and ‘be visible on the floor’ or else face ‘corrective action’.

An additional non-Bill Lumbergh issue is the rising crime in American cities causing companies like Whole Foods to leave their San Francisco (tenderloin district) location because 1) workers feel unsafe and 2) shop lifting is out of control.

(Excerpt) Read more at confoundedinterest.net ...


TOPICS: Business/Economy; Food; Government; Politics
KEYWORDS: biden; commercial; fed; office; realestate; realty; recession
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Fauci should be made to pay for this!
1 posted on 04/14/2023 6:03:56 AM PDT by Kaiser8408a
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To: Kaiser8408a
Fauci should be made to pay for this!

I suspect Fauci is proud of what his power caused.

2 posted on 04/14/2023 6:05:19 AM PDT by 1Old Pro
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To: Kaiser8408a

Construction costs are up, but that’s okay! Tear it all down if you can’t fill your space at the old rates. Let’s not let demand dictate price. Lets cull the supply!

I know that article wasn’t directed at me, but crap like this is irritating to see.


3 posted on 04/14/2023 6:07:14 AM PDT by z3n (Kakistocracy)
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To: Kaiser8408a

SOHO

In New York City, factory lofts were converted into housing about six decades ago.


4 posted on 04/14/2023 6:07:57 AM PDT by Brian Griffin
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To: Kaiser8408a

But housing costs are still rising in many areas.


5 posted on 04/14/2023 6:09:39 AM PDT by JSM_Liberty
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To: Kaiser8408a

Why is it impractical to turn these spaces into housing? Because it doesn’t make money for him or his clients? What does it leave when they’re torn down? a pile of rubble that needs to be disposed of and an empty lot or parking.


6 posted on 04/14/2023 6:10:04 AM PDT by lucky american (Progressives are attacking our rights and y'all will sit there and take it.)
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To: z3n

“Build back better” means first tear it all down.


7 posted on 04/14/2023 6:10:22 AM PDT by Tell It Right (1st Thessalonians 5:21 -- Put everything to the test, hold fast to that which is true.)
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To: Kaiser8408a
Some office space can be converted into residential condos the same way that city manufacturing and warehouse space was once converted into lofts.

I have lived in 4 converted lofts and, frankly, that's my preference. I just don't live in a city at the moment.

8 posted on 04/14/2023 6:11:55 AM PDT by RoosterRedux (Bonhoeffer: “Silence in the face of evil is evil. Not to speak is to speak. Not to act is to act.”)
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To: Kaiser8408a

Bankrupt cities losing their power base may be a good thing for America.


9 posted on 04/14/2023 6:12:37 AM PDT by HYPOCRACY (This is the dystopian future we've been waiting for!)
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To: Kaiser8408a

Buildings can be mixed use - offices & upscale residential for key office workers.

Some guy will get the right formula and others will follow.


10 posted on 04/14/2023 6:14:54 AM PDT by Brian Griffin
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To: HYPOCRACY

“Bankrupt cities losing their power base may be a good thing for America.”

Much of the truly upscale housing is in the name brand cities. More upscale housing is in their rail commuter towns. For Chicago, this means Evanston to Lake Forest.


11 posted on 04/14/2023 6:18:51 AM PDT by Brian Griffin
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To: lucky american
Why is it impractical to turn these spaces into housing?

Redoing plumbing is hugely expensive - unless residents don't mind using the existing office restrooms as shared facilities. :)

12 posted on 04/14/2023 6:18:55 AM PDT by Mr. Jeeves ([CTRL]-[GALT]-[DELETE])
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To: Kaiser8408a
A record number of old office buildings were turned into apartments this year (2021)

Already, former office spaces are expected to make up a quarter of converted apartments in 2022, which will add roughly 12,300 rental units to the market.

Office buildings offer another crucial benefit that make it attractive for a housing conversion: location. Cities with big office markets tend to have less housing nearby, Loh explains; meanwhile, business districts are centrally located and highly accessible by design, making it lucrative real estate. Developers could be highly incentivized to turn expensive and unused office space into expensive and in-demand housing.

13 posted on 04/14/2023 6:19:45 AM PDT by RoosterRedux (Bonhoeffer: “Silence in the face of evil is evil. Not to speak is to speak. Not to act is to act.”)
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To: Tell It Right

Cash for Clunkers worked well...../s.
Fundamental Transformation!


14 posted on 04/14/2023 6:21:48 AM PDT by gathersnomoss (Welcome to The Biden Clown Show.)
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To: lucky american

In Washington, DC apartments in the late 1960s were cheap. Some people bought an adjacent unit and merged it with their already owned unit. These have lots of space and are quite nice.


15 posted on 04/14/2023 6:21:52 AM PDT by Brian Griffin
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To: Mr. Jeeves

“redoing plumbing is hugely expensive”

Offices often have drop-down ceilings.


16 posted on 04/14/2023 6:23:39 AM PDT by Brian Griffin
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To: z3n

Why not condos? They would make great work live spaces.


17 posted on 04/14/2023 6:23:49 AM PDT by Jolla ( )
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To: Brian Griffin

There is a large office building in San Francisco, at 100 Van Ness Avenue, that was turned into housing about ten years ago.

100 Van Ness

San Francisco, CA

Originally constructed in 1974, 100 Van Ness was a 28-story, Class B office building situated two blocks from City Hall.

In 2012, National Development staff and its local partner began the design of an adaptive re-use of the building into a 418-unit apartment tower.


18 posted on 04/14/2023 6:25:34 AM PDT by Flash Bazbeaux
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To: Kaiser8408a

I’m still not having a problem getting contracts that are 100% remote. I’ve turned down I don’t know how many in the last 3 weeks that want me to work a hybrid schedule.


19 posted on 04/14/2023 6:26:37 AM PDT by FLT-bird
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To: Mr. Jeeves

A building might have had one worker per 120 square foot, or it could have three people in 1000 square feet.

The water volume in and out is fairly comparable. Most fixtures are now very low flow. Toilets that used 7 gallons can be replaced with 1.6 gallon units.

My fairly new washer uses only about a third of the water the old one did.

Yes, one will have to add bathrooms and lines.


20 posted on 04/14/2023 6:29:53 AM PDT by Brian Griffin
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