Contrarian Corpus
Land & Buildings vs. Empire State Realty Trust

Empire State Realty Trust · ESRT

1 deck published between 2020-05-06 and 2020-05-06 — 4 pages, 4 analysed slides total.

follow up

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2020-05-06 follow up

    2020 05 LandB NYC Office Facing Existential Hurricane 1

    4pp · press_release

    Empire State Realty Trust is uniquely exposed to NYC's 'existential hurricane' — COVID, WFH, SALT cap, and WeWork's collapse crush demand while observation-deck revenue vanishes, driving shares substantially lower.