Deep Dive: Outcome
A new approach replaces manual real estate workflows with AI-driven systems built around the operator’s own data
Latest news
Deep Dive: Outcome
A new approach replaces manual real estate workflows with AI-driven systems built around the operator’s own data
Building Your AI Capital Markets Agent
We've been building AI capital markets agents with real estate GPs. On June 26, we're opening the hood in a live 2-hour workshop.
Reinventing the Tribe: RidgeRunner and the New American Village
How a new model for rural communities built on shared identity is driving both demand and backlash
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
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
The GP Studio
A new model for capitalizing real estate operators from ex-Blackstone, Starwood, Goldman Sachs, and Dune investors
Food Culture Is Real Estate
How a generation of superstar chefs and obsessed diners remade urban neighborhoods, inflated rents, and priced themselves out of the streets they made desirable.
Deep Dive: SurfaceAI
By combining computer vision with agentic AI, one platform is taking on the operational work buried in every property manager’s to-do list.
The AI-Powered GP Report
Featuring the operators & investment managers using AI to build better real estate companies
Deep Dive: WithCoverage
Insurance costs are rising across real estate portfolios, and one company is building a new model to manage them
New Workshop: Selling Into the Real Estate Industry
For seven years at Common, I sold real estate owners and developers on two things they had every reason to