Deep Dives
Thesis Driven Deep Dives examine a single company or model until the economics are legible: what it does, how the money works, why the strategy might scale and where it breaks. Subjects range across proptech and AI platforms, niche asset class operators, development and construction companies, and the investors backing them, each built on interviews with the people running the business.
Investing in Australia
EG is applying the American real estate private equity playbook to Australia, starting with medical office
Deep Dive: Outcome
A new approach replaces manual real estate workflows with AI-driven systems built around the operator’s own data
Deep Dive: SurfaceAI
By combining computer vision with agentic AI, one platform is taking on the operational work buried in every property manager’s to-do list.
Deep Dive: WithCoverage
Insurance costs are rising across real estate portfolios, and one company is building a new model to manage them
Deep Dive: CERES & Culinary-Centric Residential Communities
How CERES is bringing the European “gourmet cluster” model to U.S. residential development, with food and culinary culture at the center of daily life
Deep Dive: Algoma
For decades, feasibility analysis has been the bottleneck that kept real estate developers from moving faster. Algoma has built a platform designed to fix that.
Deep Dive: Ludlow Property Group & Self-Storage in America's Leisure Towns
Inside self-storage's most overlooked opportunity
Deep Dive: Angeleno & Affordable Housing Development in Los Angeles
How Angeleno is structuring deals and executing projects in a market where affordable housing is notoriously difficult to build
Deep Dive: Rely
AI comes for property diligence – with major implications for real estate acquisitions