AI for Real Estate Acquisitions
We've been building AI acquisitions agents with real estate GPs. On August 13, we're opening the hood in a live 2-hour workshop
Data center real estate and digital infrastructure. Thesis Driven tracks site selection and power availability as the binding constraint, grid-first underwriting and interconnection risk, hyperscale build-to-suit against urban inference and edge capacity, conversions of existing buildings, local opposition and moratoria, and why office and industrial frameworks misprice the asset class.
Tracking the past three months of notable land use and zoning decisions with Shovels Decisions
Meet the 100 people shaping the future of the built world, Part III
Meet the 100 people shaping the future of the built world, Part II
A hands-on workshop for real estate investors, developers, and capital allocators ready to understand the world's fastest-growing infrastructure asset class
Brad and Paul break down the hottest emerging asset class trends & business models
Rate trajectory, multifamily supply, AI adoption, and four more calls — what Thesis Driven is betting on and against for the rest of 2026.
AI, power constraints, hyperscalers, and urban inference are rewriting the rules
A new workshop for real estate investors, developers, and capital allocators ready to understand the fastest-growing infrastructure asset class in the world
Some real estate owners are generating income while reducing emissions and stabilizing the grid
We listened to their quarterly earnings calls so you don’t have to
Tracking the past three months of notable local land use and zoning decisions
Covering the future of real estate and the people creating it