Research
FORUM TRANSCRIPT

WeWork – Occupancy & Revenue Recovery Outlook – 28 September 2021

  • Public Equity
  • Multi Sector
  • Global
PREMIUM

Specialist

Former Global VP, Real Estate at WeWork Companies Inc

Agenda

  • Operating environment for WeWork, including potential demand for office space in a return-to-work environment, including the shift from a lease and sublease to a revenue-share model
  • WeWork’s competitive positioning and relative differentiation vs Industrious, IWG (LON: IWG) and others, and the threat of landlords creating co-working or more flexible workspace environments
  • WeWork’s location-level economics and projected occupancy and growth goals over the next 3-5 years
  • How do we think about typical unit economics of WeWork locations and the potential slope of recovery in occupancy and revenues?
  • Outlook for 2022 and beyond and the company’s longer-term profitability prospects

Questions

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