This article dresses up truth in class warfare costume: Companies and investors who own commercial real estate are facing a loss. The thought is if people hav

This article dresses up truth in class warfare costume: Companies and investors who own commercial real estate are facing a loss. The thought is if people have to go back to the office, the commercial real estate is worth more, so there is incentive to return to the office. I suspect we're way past the point where a work from the office mandate is going to make any measurable difference in property value. CEOs sitting on big rents and big buildings should start preparing their investors and boards for the inevitable loss and not lose sign of this: Your competitors without big real estate costs are in a much better competitive position.