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.
AI in real estate, from pilots through to production. Thesis Driven reports on AI in underwriting and diligence, computer vision and reality capture, agentic workflows in leasing and property operations, feasibility and site analysis, data readiness and governance, what the tooling costs to run at scale, and which roles it changes.
As AI eliminates administrative burden and capital consolidates around scaled platforms, operational performance is becoming a primary driver of returns
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.
