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Thesis Driven

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

By Brad Hargreaves
· Hundreds of paid subscribers
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Is New York City Growing?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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Thesis Driven at BlueprintWe're hosting three discussions at the Blueprint real estate technology conference in September, and Thesis Driven subscribers get special access.
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The Golden Age of Flex OfficeWith 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?
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Common + HabytSome retrospective and forward-looking thoughts on Common and the future of the coliving sector.
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Hotel LivingHotel-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…
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Seven Things I Think I Think About 2023Plus the three most joyful real estate projects I've discovered in three months of writing Thesis Driven
Dec 23, 2022
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The Rise of Build-To-Rent in Canada and the UKA new generation of GPs are bringing US-style multifamily development to new markets, including Canada and the UK.
Dec 14, 2022
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Unlocking Atoms with BitsA new generation of software tools are helping real estate investors deploy capital faster and smarter. Will they enable institutional LPs to invest in…
Dec 2, 2022
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Fighting the Childless CityArmed with the belief that cities can be great places to raise children, a handful of GPs are building urban apartments explicitly designed for families…
Nov 16, 2022
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The Big List of OpCo-PropCo InvestorsThe OpCo-PropCo structure can be powerful tool for companies innovating in real estate. Here are almost 50 firms that can lead OpCo-PropCo deals.
Nov 14, 2022
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OpCo-PropCo Models and the Firms That Fund ThemA growing number of LPs are making investments in real estate operating companies as well as the underlying assets. Who are they?
Nov 7, 2022
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The Rise of Car-Light CommunitiesMeet the developers rethinking the role of cars in some unexpected places
Oct 25, 2022
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See all

Most popular

OpCo-PropCo Models and the Firms That Fund Them
8
2
Fighting the Childless City
9
The Big List of OpCo-PropCo Investors
7
5
The Rise of Car-Light Communities
8
2
Common + Habyt
9
8
Unlocking Atoms with Bits
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4
See all popular
Thesis Driven

Thesis Driven

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