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.
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On Population Density
Density is widely misunderstood. Here's a handy guide for understanding density and mapping it to the places you know.
What Public Real Estate Companies Are Saying About Technology
We listened to their quarterly earnings calls so you don't have to
Five Real Estate Tech Companies Doing Interesting Things | Q3 Edition
Each quarter, Thesis Driven profiles five innovative real estate companies doing interesting things
Seven US Transit Projects Real Estate Investors Need to Know
New transit connections have the potential to unlock neighborhoods and fuel new demand. What are the next major projects on the horizon?
Net Lease Real Estate
Pairing bond-like income with real estate upside, net lease real estate models are an under-appreciated investment thesis.
The Chicken Problem: What Intentional Communities Get Wrong
People love the idea of values-based, democratic residential communities. So why don't they work?
Buyer Beware: Why Sourcing Tech is an Opportunity for Multifamily
When rental housing companies research and buy tech, they lack information and processes that other industries take for granted. That represents a growing opportunity for owners, operators and provide
The Curious Case of Colony Ridge
Forty miles northeast of Houston, a new city is being built. This is the story of the strangest and fastest-growing residential development in the US today.
Introducing Sticks & Bricks 🪵&🧱
Our new sister publication brings three brick-and-mortar businesses to your inbox every week
What “Branding” Means for Twenty-First Century Real Estate
Names and logos don’t cut it anymore. How can walls, streets, and cities tell an authentic brand story that cuts through the noise?
Everything You Need to Know About Raising a PropCo
We spoke with veteran real estate entrepreneurs to get their tips on raising PropCo capital in today's challenging environment
The State of US Real Estate in Sixteen Charts
Celebrate the Fourth with sixteen charts and ten trends that explain where the US real estate market is today across sectors