Decoding the Builder's Remedy
California's "remedy" offers GPs tantalizing relief from cities' strict zoning codes and Byzantine processes. But does it offer a practical opportunity for real estate operators and investors?
Capturing the Last Mile
The growing need for last-mile logistics drives a new generation of distribution centers that are very different than their predecessors, creating opportunities in unexpected places.
The Golden Age of Flex Office
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?
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?
Thesis Driven at Blueprint
We're hosting three discussions at the Blueprint real estate technology conference in September, and Thesis Driven subscribers get special access.
Common + Habyt
Some retrospective and forward-looking thoughts on Common and the future of the coliving sector.
Hotel Living
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 executing on them.
Seven Things I Think I Think About 2023
Plus the three most joyful real estate projects I've discovered in three months of writing Thesis Driven
The Rise of Build-To-Rent in Canada and the UK
A new generation of GPs are bringing US-style multifamily development to new markets, including Canada and the UK.
Unlocking Atoms with Bits
A new generation of software tools are helping real estate investors deploy capital faster and smarter. Will they enable institutional LPs to invest in smaller deals at scale?
Fighting the Childless City
Armed with the belief that cities can be great places to raise children, a handful of residential developers are building urban apartments explicitly designed for families with kids.
The Big List of OpCo-PropCo Investors
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.