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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (65840)	12/28/2020 4:07:14 PM
From: E_K_S	Read Replies (1) \| Respond to of 78956

You are buying 62% of BV. You can not re build for that. Oracle moved their HQ out of CA and went to TX as did TSLA. You will see a lot more companies move into TX. Certain types of companies will still need office and/or places to collaborate, develop drugs (think 3M in MN) using lab, and other specialty office uses. I suspect certain people will work from home (ie administrators) but others will need office on a few days a week basis. For me, the value proposition is the cost to replace vs buying at a discount and finding tenants that may need custom retrofit and/or companies moving to TX and out of CA. You need a smart management that can Buy/Sell in any market, identify long term tenants (like ORCL) and are willing to make custom specialty upgrades (like labs & research facilities). You have to look forward over the valley IMO. EKS