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.
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.
EliseAI runs leasing across 2 million US apartments. What the product does, why the biggest operators keep buying it, and where the AI leasing race goes.
