Latest news
Can AI Solve Capex Overruns?
New data from Tailorbird shows why two-thirds of real estate operators blow their capex budgets and where AI could actually help
Deep Dive: Metropolis
How a computer vision startup became America’s largest parking operator and a test case for a new model of venture-backed growth
New Workshop: Abstract and Audit OMs with Claude
A live one-hour session on building a Claude workflow that reads any OM, populates your model, and audits the leases against it
People Hate Data Centers. Does it Matter?
The backlash against data centers may do little to slow AI, but it could make almost everything else harder to build
Coming Soon: Thesis Driven, the Magazine
We made a print magazine! This October, Thesis Driven arrives in physical form: 72 full-color pages, filled with great
Vertical Integration is the New Hot Thing
Selling software is boring, all the cool companies are doing services now
What's Happening in Local Land Use | Q2 2026
Tracking three months of notable land use and zoning decisions with Shovels Decisions
The 2026 Niche Residential Market Report, by Thesis Driven
Introducing "Firstlook: Niche Residential 2026", a new market report. We're selecting 10-12 operators to feature.
The Stadium is the Easy Part
From Miami to Las Vegas, billions are pouring into stadium-anchored districts, but only a handful have so far proved they can truly work as real estate.
New Workshop: Build Your Investor Deck with Claude
A live one-hour session on turning your investor deck into a reusable Claude workflow you keep