AI Tenants

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about AI Tenants, every show

CAPITAL ALLOCATORS Prediction Not checkable as stated

Khoury: AI Office Vacancies Will Eventually Dwarf AI Tenant Demand

“That space that AI tenants are taking will be dwarfed by the magnitude of vacancy that they create over time.”

John Khoury Dec 1, 2025 ▶ 40:16 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)

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AI Tenants

1 statements about AI Tenants, every show

Turn any episode into a week of clips.