The real estate debt behind WeWork's NYC offices
[{"id": "doo1e6r", "text": "This is pretty shit. \n\nThey looked at CMBS loans for buildings WeWork is in? \n\nIf WeWork goes belly up, those landlords have other tenants in those buildings, so it is not like WeWork is going to sink those landlords, in NEW YORK. \n\nDo I think WeWork is overvalued? Yes. Should I look at CMBS loan data to prove it? No, that logically makes no sense. ", "replies": [{"id": "doo597j", "text": "Agreed. Interesting concept, but this data is almost meaningless. Who are the other tenants? Who paid for all the buildout?", "replies": [], "depth": 2}], "depth": 1}]