"WeWork clearly is worth >0% of its current mark-to-market" I don't think that's at all clear. They own very little, so what they are "worth" is largely in th

"WeWork clearly is worth >0% of its current mark-to-market" I don't think that's at all clear. They own very little, so what they are "worth" is largely in the form of goodwill. They already have a lot of debt, and the viability of the company for the near future hinges on their ability to continue take on more debt. There are multiple plausible scenarios where the company's value goes negative, including the debt markets turning against them for reasons specific to WeWork or for some more global reason.