James Kaminsky - Thesis Driven

Introducing V2 of Thesis Driven’s Operator Database

A rebuilt website, live Signals tracking 10,000 firm-related articles daily, full API access, and direct integrations with HubSpot, Slack, and Attio

Daniel Heller Jun 12, 2026

Macro

The Winners and Losers of America’s Demographic Future

Falling birth rates, shifting migration, and an aging population are already reshaping demand across real estate, faster than most of the market has priced in

Brad Hargreaves Jun 11, 2026

The GP Studio

A new model for capitalizing real estate operators from ex-Blackstone, Starwood, Goldman Sachs, and Dune investors

Paul Stanton Jun 9, 2026

James Kaminsky is the Editorial Director of Thesis Driven

2 articles

Proptech

The New Data-Center Playbook: 6 Shifts Investors Need to Understand

AI, power constraints, hyperscalers, and urban inference are rewriting the rules

James Kaminsky Dec 9, 2025

Proptech

Seven Surprising Facts About the State of AI in Real Estate

What 2025 Revealed About the New Rules of CRE Innovation

James Kaminsky Nov 27, 2025