The Stuck Generation
A generation of startups have real revenue but little cash flow or growth... and a heavy VC pref stack. The party's over; who cleans up the mess?
Thesis Driven Pitch Night
Connecting our graduates - upstart real estate sponsors - with our network of investors
The Problem with Net Domestic Migration
Twitter's favorite measure of growth is flawed and produces fundamental misunderstandings of population change.
From Ugly Office to Family Paradise
The coworking operators who sold Common Desk to WeWork are converting an office building into a “boutique” country club exclusive to families with young children.
Building the Thesis Driven Database
Our journey to craft the biggest database of active CRE developers and buyers out there, including some new features
Are Office Condos an Answer to the Commercial Glut?
Office condos are a third option as distressed inventory piles up. When the model makes economic sense — and who's actually buying.
Where Does Revenue Management Go From Here?
Antitrust litigation has exposed fundamental questions about revenue management - and fueled the rise of new players
What's Happening in Local Land Use | Q1 2025
Tracking the past three months of notable local land use and zoning decisions
Q1 Classes: Underwriting, JVs, AI, and more
Announcing Thesis Driven's hour-long programs for the quarter
How the Supreme Court Could Rework Real Estate
The most strict constructionist Supreme Court of our lifetimes could transform the built world. Here's what that might mean.
Financing Innovative Operating Concepts Through Securitization
Can a new lease securitization concept solve the OpCo capitalization problem?