Many of the categories we’ve invested in, including tech-enabled amenities, smart apartment technology and digital workflow and management, generate significant operational savings and drive productivity for rental property owners in an economic downturn and will likely see continued strong investment.

On one hand, this gives us a sense of how big the opportunity is to create the infrastructure to support the tens of millions of people now or soon to be working from home. On the other (more troubling) hand, this data paints a distressing picture of how many people don’t have “portable” professions and have little recourse until things get back to... See more

What we have learned — what we were forced to learn — during the COVID lockdowns has permanently shattered these assumptions. It turns out many of the best jobs really can be performed from anywhere, through screens and the internet. It turns out people really can live in a smaller city or a small town or in rural nowhere and still be just as... See more