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.
The best of Thesis Driven: year-end retrospectives, reader mailbags and the full catalog of deep dives organized by theme. These are the annual best-of roundups, the letters readers returned to most, and the complete catalog of Thesis Driven organized by asset class, capital topic, technology and cities, so the archive can be worked through by theme rather than by date.
