The Six Things We Learned at Our Capital Markets Summit
The carry trade is dead, and capital is moving to whoever can manufacture cash flow. Takeaways from a day with more than 250 investors and operators in emerging real estate.
Thesis Driven at RETCON 2024: on stage with Cortland and our first in-person subscriber gathering
Episode Four of the Thesis Driven Leader Series
How a major antitrust case could change the way homes are bought and sold, opening new opportunities for investors and operators
Armed with a $450M PropCo, coliving operator Cohabs is buying and building across the US and Europe
Meet the companies bringing new approaches to unlocking the debt market for small real estate deals in multifamily and more
Episode Three of the Thesis Driven Leader Series
Birth rates are dropping precipitously. Is the way we build and run cities to blame?
Digging in with Aleksey from Centrio Capital Partners on the state of the market, multifamily distress, advice for real estate LPs, and more
How to make a billion dollars in the US office market today by solving the shortage of quality office space
Episode Two of the Thesis Driven Leader Series
Exploring a new debt product designed to help new companies build real estate portfolios
Profiling the motley crew of characters from Thesis Driven's first course: the Fundamentals of Commercial Real Estate
Covering the future of real estate and the people creating it