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.
Private wealth has passed the institutional market, and most sponsors have no idea how to reach it. A workshop on raising from family offices and RIAs.
Affordable housing development and finance. Thesis Driven dives into LIHTC and Section 8 mechanics, workforce and naturally affordable housing, affordable-by-design formats and modular delivery, inclusionary zoning and its tradeoffs, community land trusts, ESG and mission capital, vertically integrated affordable developers, and why terminology confusion between affordability and subsidized housing distorts policy.
The U.S. modular construction industry has struggled for decades without a large-scale institutional buyer. The Department of Defense may be changing that.
