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.
Latest news (Page 43)
So what's going to happen to all this office space?
The office market is in trouble, and it's only going to get worse. If residential conversions aren't the savior, what might be?
Obstacles and Opportunities Scaling Short-Term Rentals
While the short-term rental sector has grown dramatically over the past decade, scale and profitability have been elusive for many operators. Can new technology & rollup opportunities change that?
'PropTech' Needs to Die
Lumping a bunch of very different businesses together is good for neither entrepreneurs nor investors
See Thesis Driven Live at Blueprint
We're hosting three discussions at the Blueprint real estate technology conference in September, and Thesis Driven subscribers get special access.
The Art and Science of Placemaking
Creating places that people want to be is the heart of good real estate development. Let's see how four developers are creating entirely new neighborhoods.
The Social Club in the Age of TikTok
As more people seek out physical communities, a new generation of entrepreneurs is innovating on the members-only social club concept, creating new kinds of spaces and real estate models.
YCombinator for Real Estate: ReSeed and the Accelerator Model
Real estate veterans are bringing the next generation of GPs to market with a new kind of accelerator program
Five Ways New Real Estate Concepts Are Getting Funded Today
With fewer venture capital deals getting done, entrepreneurs innovating in the built environment are finding capital in new places.
Small Multifamily: Real Estate's $5T Opportunity (Part 2)
While larger assets and single-family homes are attractive targets to institutional investors, small multifamily buildings are ignored. A few operators are trying to change that.
How Real Estate Investors and Operators Are Using Location Data
Location data has dramatically improved over the past decade. How is the real estate industry taking advantage of these new insights?
Small Multifamily: Real Estate's $5T Opportunity (Part 1)
While larger assets and single-family homes are attractive targets to institutional investors, small multifamily buildings are ignored. A few operators are trying to change that.
Collectible Car Storage: A Story of Garages and Community
More than just storage businesses, some classic and exotic car garages have become social clubs and gathering places for a growing "gearhead" community... and a big real estate opportunity.