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Thesis Driven Mailbag: September 2023
Answering your questions about real estate, the markets, and building companies
Sep 21
•
Brad Hargreaves
2
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Thesis Driven Mailbag: September 2023
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Insights from Blueprint: OpCo-PropCo Models
Miss our live discussion at Blueprint? Get the takeaways from the conversation on the future of OpCo-PropCo models
Sep 19
•
Brad Hargreaves
4
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Insights from Blueprint: OpCo-PropCo Models
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Unsticking the Single Family Owner
With mortgage rates at levels not seen in years, many homeowners are stuck with their houses. But there's a new generation of companies aiming to get…
Sep 12
•
Brad Hargreaves
5
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Unsticking the Single Family Owner
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On the New City in Solano County
California Forever has a big vision. The public rollout has been rocky. What is their path forward and what does it mean for new cities?
Sep 6
•
Brad Hargreaves
7
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On the New City in Solano County
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August 2023
The Banking Crisis and Its Impact on Small to Midsize Developers
Rising rates and high-profile bank failures have led to an unprecedented pullback in lending. How should real estate operators navigate?
Aug 31
•
Atif Z. Qadir, AIA
4
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The Banking Crisis and Its Impact on Small to Midsize Developers
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If I were CEO of WeWork...
Real estate tech leaders and managed office operators share their perspectives on WeWork's path forward
Aug 29
•
Brad Hargreaves
6
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If I were CEO of WeWork...
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Who is Still Investing in Real Estate Tech?
While the real estate tech venture market has cooled, we found at least 30 proptech-focused VCs still writing checks in summer 2023. Here are all of…
Aug 22
•
Brad Hargreaves
6
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Who is Still Investing in Real Estate Tech?
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Farmland
From family offices to doomers to institutions, investing in farmland is back in vogue. Let's meet the people making it happen.
Aug 15
•
Brad Hargreaves
9
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Farmland
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On Population Density
Density is widely misunderstood. Here's a handy guide for understanding density and mapping it to the places you know.
Aug 10
•
Brad Hargreaves
8
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On Population Density
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What Public Real Estate Companies Are Saying About Technology
We listened to their quarterly earnings calls so you don't have to
Aug 8
•
Brad Hargreaves
and
Ehson Kolb
10
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What Public Real Estate Companies Are Saying About Technology
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Five Real Estate Tech Companies Doing Interesting Things | Q3 Edition
Each quarter, Thesis Driven profiles five innovative real estate companies doing interesting things
Aug 3
•
Brad Hargreaves
8
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Five Real Estate Tech Companies Doing Interesting Things | Q3 Edition
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Seven US Transit Projects Real Estate Investors Need to Know
New transit connections have the potential to unlock neighborhoods and fuel new demand. What are the next major projects on the horizon?
Aug 1
•
Brad Hargreaves
6
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Seven US Transit Projects Real Estate Investors Need to Know
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