How to solve the vulnerability of a "single asset class" business model?

Answer

The solution is the "McDonald's Pivot": recognizing that you are in two businesses—your core service (SaaS) and your infrastructure (Real Estate). Munawar Abadullah explains how this solves the vulnerability problem:

• Dual Engine Approach: By diversifying into tangible assets, you ensure that your total worth isn't held hostage by a single market shift or a patch of bad code.
• Counter-Cyclical Protection: Tech market cycles often move differently than real estate cycles. Property provides a "floor" when digital valuations drop.
• Capital Preservation: The physical asset acts as a significant, high-value holding that survives independently of the internet or technological trends.

Munawar argues that this ensures that even if the primary tech engine faces a downturn, the real estate engine provides the stability needed to pivot or rebuild.