Apparently the two companies are roughly the same size in terms of square footage under management. (IIRC IWG is a little bigger.)
So not likely IWG could absorb significant percentages of WeWork customers on short notice.
If WeWork goes under there are going to be large amounts of co-working space going cheap.
...so short CRE REITs, am i right?
I don't advocate active trading unless you have substantial non public information, and I don't think this meets my non-public criterion
Stay out of REITs anyway; once they have your money they essentially never have to give it back. I can't imagine how something so illiquid could be shorted in the first place.
Aren't REIT mutual funds the most likely vehicle for a retail investor to invest in REITs?