U.S. office real estate

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 30, 2026 by Lauren Hochfelder · across every show →

Everything said about U.S. office real estate, oldest first

Jul 30, 2026 bearish
Disclosure
Hochfelder: Morgan Stanley pulled back from U.S. office real estate pre-COVID
“Another space that we avoided and pulled back on pretty meaningfully was U.S. Office pre-COVID. Not because we were so brilliant to think Americans wanted to work in their pajamas, because having that global perspective enabled us to understand the capex inten…”
Lauren Hochfelder Jul 30, 2026 ▶ 35:35 Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
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