Thesis Driven

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Depending on the data you study, the City is either dying or surging. Rents are high, but so is outmigration. What's going on?
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We're hosting three discussions at the Blueprint real estate technology conference in September, and Thesis Driven subscribers get special access.
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. Where is the sector headed?
Some retrospective and forward-looking thoughts on Common and the future of the coliving sector.
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NewCommunity
Hotel-to-apartment conversions were hailed by many as a top-tier opportunity during the pandemic. Let's see where they stand today and meet some GPs…
Plus the three most joyful real estate projects I've discovered in three months of writing Thesis Driven
A new generation of GPs are bringing US-style multifamily development to new markets, including Canada and the UK.
A new generation of software tools are helping real estate investors deploy capital faster and smarter. Will they enable institutional LPs to invest in…
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Armed with the belief that cities can be great places to raise children, a handful of GPs are building urban apartments explicitly designed for families…
The OpCo-PropCo structure can be powerful tool for companies innovating in real estate. Here are almost 50 firms that can lead OpCo-PropCo deals.
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A growing number of LPs are making investments in real estate operating companies as well as the underlying assets. Who are they?
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Meet the developers rethinking the role of cars in some unexpected places
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Thesis Driven

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