At least in my network, I am traveling prolifically since COVID started. I have been to over 25 different cities, multiple states in the US and also spent 3.5 months in Brazil. Every place is different, with protocols that make little sense or vary in terms of logic.
It will take time. I saw the following statistic on the WSJ Real Estate newsletter and it was a stark reminder that although I have been traveling a lot, most people are still inside their homes for their own set of reasons.
$MAR stock is back at pre-pandemic levels, given we are vaccinating at a reasonable pace.
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Like many, I can't wait for the "new normal".
Fortunately, institutional investors in Brazil now understand that they must have a better, diversified portfolio across all asset classes.
A while ago I had coffee with Shane Steele. One of the best pieces of advice she gave me was that in the early days in the Bay Area I should be “defaut to yes".
In this episode, we discussed the energy crisis in Europe and what western leaders might do in order to prepare for the winter.
