Thesis Driven (Page 43)

Single-Family Rental / Financial Innovation

Single-Family Rentals on Steroids

How investors are enhancing yields via new consumer financial products and operating models.

Paul Stanton, Sandor Valner Nov 16, 2023

What Real Estate Giants Are Saying / Proptech

What Real Estate Giants Are Saying About Technology | Q3 Edition

We listened to their quarterly earnings calls so you don't have to

Brad Hargreaves Nov 14, 2023

Cap Rates & Valuation / Kasa

Fundamental Cap Rate Analysis: The Flex Stay Example

How should novel concepts like flex stay apartments be priced? A deep dive into fundamental cap rate analysis

Roman Pedan Nov 9, 2023

Selling Into Real Estate / PropTech Venture Capital

Five Traps for Real Estate Tech Entrepreneurs

Selling into real estate owners? Here's what not to do

Brad Hargreaves Nov 7, 2023

Upward view of commercial office skyscrapers representing institutional real estate investment

Institutional LPs / Capital Raising

Thinking Like an Institutional Investor: Five Things You Need to Know

The leap from working with family offices and high net worth individuals to institutions can be daunting. Today, we'll explore how institutions make decisions.

Jonathan Andrews Nov 2, 2023

OpCo/PropCo / Single-Family Rental

Alpaca's Big PropCo Play

A deep dive into Alpaca's foray into real estate private equity aiming to take OpCo-PropCo models into the mainstream

Brad Hargreaves Oct 31, 2023

Construction Costs / Construction Technology

Solving the Construction Worker Shortage

The US has a shortage of more than half a million construction workers, and the problem is only getting worse. Who is trying to fix it?

Brad Hargreaves Oct 27, 2023

Robotics & Automation / Zoning & Land Use

Autonomous Vehicles Are Finally Here. Now What?

Time to dust off those real estate and labor market takes from 2017

Brad Hargreaves Oct 24, 2023

New Cities / Hospitality

The (New) City by the Sea: The Story of Seabrook, Washington

A few hours outside Seattle, a bootstrapped entrepreneur built an idyllic beach town from scratch, offering lessons for real estate operators & investors alike

Brad Hargreaves Oct 19, 2023

OpCo/PropCo / Capital Raising

Three Emerging Models for PropCo "Seed" Investments

Real estate investors are defining their own version of venture investing, making $10mm+ commitments to seed the real estate portfolios of emerging OpCo-PropCo sponsors. But strings are attached.