The Marketplaces of the Future
Predicting six new real estate marketplaces to rise over the next decade
The Marketplaces of the Future
Predicting six new real estate marketplaces to rise over the next decade
Structuring Real Estate Joint Ventures
A workshop for GPs on finding the right JV partner, structuring the deal, and negotiating operator-friendly terms
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Covering the future of real estate and the people creating it
Capital Raising
Timber's Fastest Asset
World Tree Technologies is using a quick-growing hardwood to compress decades-long timber cycles into an investable real estate timeframe
The Thesis Driven Innovation 100, 2026 | #1–15
Meet the 100 people shaping the future of the built world, Part III
The Thesis Driven Innovation 100, 2026 | #50–16
Meet the 100 people shaping the future of the built world, Part II
Parasocial Capital
Why the next generation of real estate fund managers will be built on video reels and newsletters
Real Estate Investment
The Marketplaces of the Future
Predicting six new real estate marketplaces to rise over the next decade
The Least Glamorous Job in Real Estate Is Getting Sexier
As AI eliminates administrative burden and capital consolidates around scaled platforms, operational performance is becoming a primary driver of returns
Reinventing the Tribe: RidgeRunner and the New American Village
How a new model for rural communities built on shared identity is driving both demand and backlash
The Micro-Resort Capital Gap
Small, founder-led experiential resorts are achieving high occupancy and premium pricing, but they don’t fit traditional capital models.
Proptech
The Marketplaces of the Future
Predicting six new real estate marketplaces to rise over the next decade
The 60% Problem: Why Commercial Buildings Leave $11 Billion on the Table
The gap between finding an energy inefficiency and fixing it has cost building owners for over a decade. Agentic AI is the first technology that can close it.
Why AI Property Management Software Keeps Failing
One founder's account of the structural reasons autonomous AI property management SaaS gets crushed, and what the right model actually looks like
Macro
The Winners and Losers of America’s Demographic Future
Falling birth rates, shifting migration, and an aging population are already reshaping demand across real estate, faster than most of the market has priced in
Food Culture Is Real Estate
How a generation of superstar chefs and obsessed diners remade urban neighborhoods, inflated rents, and priced themselves out of the streets they made desirable.
The Driverless Car Is Coming for the Strip Center
How autonomous vehicles will break the economics of convenience retail
Why AI Has Struggled to Break Into Mortgage Lending
Stacks of documents, repetitive workflows, and massive economics make mortgage lending an obvious target for AI, but adoption has been slow.