Thesis Driven | Brad Hargreaves | Substack

We spoke to top real estate technology investors about the PropCo structure, including how and where they might deploy it in future deals

Brad Hargreaves

Mar 20

Recent advancements in generative AI have the potential to remake how real estate investments are sourced, designed, managed, and more. Today we'll separate the promising applications from the buzz.

Mar 14

While challenges to single-family zoning draw attention, other reforms could have an even bigger impact. Real estate investors should be paying attention.

Brad Hargreaves

Mar 29

Some developers are making the most out of small multifamily sites by building coliving, and institutional investors are beginning to take note.

Brad Hargreaves

Mar 7

The outdoor accommodation sector has been a major pandemic winner, with new brands emerging and institutional investors taking note.

Mar 2

A new generation of "preferred equity" aims to help developers and owners challenged by higher interest rates.

Brad Hargreaves

Feb 28

Digging into the development math and how-tos of building with HTCs

Feb 23

The past decade has seen a resurgence of interest in the creation of new cities. But where are they actually getting built?

Brad Hargreaves

Feb 15

California's "remedy" offers GPs tantalizing relief from cities' strict zoning codes and Byzantine processes. But does it offer a practical opportunity…

Brad Hargreaves

Feb 9

The growing need for last-mile logistics drives a new generation of distribution centers that are very different than their predecessors, creating…

Brad Hargreaves

Feb 1

With WeWork sputtering and venture dollars gone, things may look dire. But the macro landscape for managed office is perhaps the best it has ever been…

Brad Hargreaves

Jan 26

Depending on the data you study, the City is either dying or surging. Rents are high, but so is outmigration. What's going on?

Brad Hargreaves

Jan 19

Thesis Driven

A deep dive into emerging real estate themes and the innovators capitalizing on them

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