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.
Recent advancements in generative AI have the potential to remake how real estate investments are sourced, designed, managed, and more. Today we'll separate the promising applications from the buzz.
