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Resources

AI-Driven Insights: Q3 2020 Earnings

Office REITs Hurt by Slow Return to the Office

We have been tracking the “return to the office” trends across filings, transcripts, and macro data since the summer. The fundamentals have not changed: things will not be back to the “old normal” nor will they be near the “new normal” until schools and after-schools are fully open, regardless of vaccine developments.

Vaccine Comments Across Industries

With the great news from Pfizer and BioNTech regarding their COVID vaccine development on Monday, November 9, 2020, we observed major rotations in the equity markets. For example, several of the “Work From Home” names that we wrote about in February, well ahead of the March sell-off, were down double-digits on the news, including Zoom, Teladoc, and Peloton.