About Thesis Driven

Real estate is undergoing structural change. We help you navigate it.

Shifts in capital markets, technology, and culture have reshaped the industry into something far more dynamic than the sit-and-hold model of the past.

That change creates risk, but also opportunity. Through research, education, and data, Thesis Driven provides a map for navigating real estate’s new landscape.

Thesis Driven is privately held, self-funded, and profitable, giving us the freedom to approach our work with editorial independence, patience, creativity, and joy.

Our Products

Courses & Workshops

We teach 2-3 hour online workshops as well as 5-week courses teaching everything from AI to capital raising to selling into real estate owners.

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Letters

Thesis Driven publishes several newsletters including our flagship Thesis Driven letter as well as Buy Box, which follows our own real estate investment journey.

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Developer & Owner Database

A curated, searchable platform featuring more than 8,000 active real estate developers and owners. Designed for vendors, brokers, investors, and others looking to reach the real estate industry.

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Investor Database

CapitalStack is a database of active real estate investors including family offices, RIAs, private equity firms, institutions, and more.

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Our Worldview

From our writing to our data products, everything Thesis Driven creates is shaped by a set of underlying views. Rather than take a hedged, shotgun approach, we believe companies should hold clear opinions about where the world is headed. Ours include:

In a world increasingly saturated with AI-generated slop, authentic human relationships and real storytelling remain central to building enduring businesses, in real estate and beyond.
Democracy and capitalism are good things.
Declining fertility is modestly overhyped in the short term and dramatically underappreciated in the long term.
The simultaneous retreat of institutional investors and venture capital from emerging real estate operators is creating space for new financing models that are likely to emerge over the next two to four years.
The capital markets are undergoing a “hollowing out,” where only the largest incumbents and the smallest, most nimble players can thrive. The middle is a dead zone.
We should build new cities again.
Algorithmic social media is probably the Great Filter.
Fire departments wield far too much influence over the shape of the built environment.
Proptech is a deceptively small market.

Our People

Brad Hargreaves

Partner
Brad Hargreaves is the founder and a partner at Thesis Driven. Over the past decade he has co-founded General Assembly, a pioneer in education and career transformation specializing in today's most on-demand skills, as well as Common, a multifamily operating company focused on innovative housing typologies like coliving.

Paul Stanton

Partner
Paul Stanton is a partner at Thesis Driven and a partner at PTB, a real estate investment banking boutique. He focuses on the intersection of capital markets, media and alternative real estate, funding over $1B of real estate projects and platforms. He has also acquired & asset managed over 8 million square feet of office, industrial and multifamily assets in the US

James Kaminsky

Editorial Director
James Kaminsky is an editorial director, writer, and content strategist with a track record of leading media brands across digital and print platforms. He built large, consumer-facing real estate news teams at Realtor.com and Homes.com, and served in top editorial roles at platforms including Rolling Stone, Playboy, and Men’s Journal.

Oscar Hajduk

Product
Oscar Hajduk manages product strategy for CapitalStack and supports broader platform initiatives across Thesis Driven. At age twelve, he created and later scaled Seattle Supreme LLC into a distribution and resale operation generating over $3.8 million in revenue, overseeing sourcing, logistics, client relationships, and capital deployment. He has also operated a landscaping services company and invested in real estate projects.

Javier Valladares

Sales

Victoria Audu

Operations and Support

Daniel Heller

GM, Operator Database

Brad Hargreaves

Partner
Brad Hargreaves is the founder and a partner at Thesis Driven. Over the past decade he has co-founded General Assembly, a pioneer in education and career transformation specializing in today's most on-demand skills, as well as Common, a multifamily operating company focused on innovative housing typologies like coliving.

Paul Stanton

Partner
Paul Stanton is a partner at Thesis Driven and a partner at PTB, a real estate investment banking boutique. He focuses on the intersection of capital markets, media and alternative real estate, funding over $1B of real estate projects and platforms. He has also acquired & asset managed over 8 million square feet of office, industrial and multifamily assets in the US

James Kaminsky

Editorial Director
James Kaminsky is an editorial director, writer, and content strategist with a track record of leading media brands across digital and print platforms. He built large, consumer-facing real estate news teams at Realtor.com and Homes.com, and served in top editorial roles at platforms including Rolling Stone, Playboy, and Men’s Journal.

Oscar Hajduk

Product
Oscar Hajduk manages product strategy for CapitalStack and supports broader platform initiatives across Thesis Driven. At age twelve, he created and later scaled Seattle Supreme LLC into a distribution and resale operation generating over $3.8 million in revenue, overseeing sourcing, logistics, client relationships, and capital deployment. He has also operated a landscaping services company and invested in real estate projects.

Javier Valladares

Sales

Victoria Audu

Operations and Support

Daniel Heller

GM, Operator Database
Get in Touch

If you’d like to get in touch with us, please use the form or send a request to

[email protected]

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