Introducing V2 of Thesis Driven’s Operator Database A rebuilt website, live Signals tracking 10,000 firm-related articles daily, full API access, and direct integrations with HubSpot, Slack, and Attio Daniel Heller Jun 12, 2026
Macro The Winners and Losers of America’s Demographic Future Falling birth rates, shifting migration, and an aging population are already reshaping demand across real estate, faster than most of the market has priced in Brad Hargreaves Jun 11, 2026
The GP Studio A new model for capitalizing real estate operators from ex-Blackstone, Starwood, Goldman Sachs, and Dune investors Paul Stanton Jun 9, 2026
Deal Structuring OpCo-PropCo Models and the Firms That Fund Them A growing number of LPs are making investments in real estate operating companies as well as the underlying assets. Who are they? Brad Hargreaves Nov 7, 2022
