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.
Construction technology and industrialized building. Thesis Driven covers modular and prefabricated construction, microfactories and on-site robotic fabrication, mass timber, 3D printing, new low-carbon materials, design and preconstruction software, and why so many well-funded attempts to industrialize construction have failed while a few models work.
The U.S. modular construction industry has struggled for decades without a large-scale institutional buyer. The Department of Defense may be changing that.
Prefab has failed for decades by building in one place and shipping everywhere. Microfactories flip the model — and the early economics look different.
