The Marketplaces of the Future
Predicting six new real estate marketplaces to rise over the next decade
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Deep Dive: Stonethrow & Roster Family Clubs
A look at the creation of a families-only Dallas country club
Deep Dive: Alpaca Real Estate
Alpaca Real Estate is building private equity with AI at the core. How the platform works and what it signals for the asset class.
Deep Dive: Aptitude Development and The Marshall
The opco-propco opportunity in Tier 1 purpose-built student housing
Reimagining America’s Historic Offices
Inside Left Lane’s strategy transforming distressed offices into boutique hospitality assets across America’s growth cities
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Deep Dive: Investing in Micro-Multifamily with the Groma Real Estate Trust
Exploring micro-multifamily investing with Groma in this week's Buy Box
Deep Dive: Secured Outdoor Storage Yards with CA South
Don’t miss Thesis Driven’s Buy Box deep dive on CA South next Wednesday, October 8th. Register here (for
Deep Dive: Drake Real Estate Partners
Drake targets $5-20M equity in industrial outdoor storage and manufactured housing. The model, the returns, and why the overlooked niches keep delivering.
Deep Dive: Giovanni Bonelli Group
Deep Dive into Giovanni Bonelli Group, an investment platform for Mediterranean wineries, villas & hotels
The Rise of STR Micro-Brands
How purpose-built rentals designed for a single tribe–like Birdie Houses’ group golf trips–can triple ADRs
On Outdoor Hospitality
The asset class tapping the $20 billion US camping market is entering its next phase