AI for Real Estate Acquisitions
We've been building AI acquisitions agents with real estate GPs. On August 13, we're opening the hood in a live 2-hour workshop
Adaptive Reuse & Conversions
Adaptive reuse and building conversions. Thesis Driven covers office-to-residential conversion feasibility and the math that decides it, hotel-to-apartment conversions, historic buildings and the credits that fund them, malls, hospital and campus redevelopment, federal buildings, and the physical and zoning conditions that separate a viable conversion from a slide deck.
21 articles
What's Happening in Local Land Use | Q1 2026
Tracking the past three months of notable land use and zoning decisions with Shovels Decisions
Deep Dive: Stonethrow & Roster Family Clubs
A look at the creation of a families-only Dallas country club
The New Data-Center Playbook: 6 Shifts Investors Need to Understand
AI, power constraints, hyperscalers, and urban inference are rewriting the rules
Reimagining America’s Historic Offices
Inside Left Lane’s strategy transforming distressed offices into boutique hospitality assets across America’s growth cities
The Opportunity in Bankrupt Colleges
US colleges and universities – or at least the bottom half of them – are in for a rough decade. Already facing
Meet the Tech Entrepreneurs Aiming to Revive American Downtowns
Entrepreneurs are revitalizing downtown Detroit and Atlanta. Can the model be copied elsewhere?
The Fate of Federal Buildings
As the government's office portfolio faces dramatic cuts, what opportunities and challenges lie ahead?
Making Office-to-Residential Conversions Work
A developer's firsthand account of converting a historic office building to apartments
What's Happening in Local Land Use | Q2 2025
Tracking the past three months of notable local land use and zoning decisions
From Ugly Office to Family Paradise
The coworking operators who sold Common Desk to WeWork are converting an office building into a “boutique” country club exclusive to families with young children.
Are Office Condos an Answer to the Commercial Glut?
Office condos are a third option as distressed inventory piles up. When the model makes economic sense — and who's actually buying.