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
Demographics
Demographics and real estate demand. Thesis Driven covers fertility decline and household formation, domestic and international migration and why net migration figures mislead, aging and the senior cohort, family formation and the child-free city, generational preference shifts, and what each of these does to demand across asset classes over a holding period.
25 articles
(Page 2)
The Semiotic Future of Real Estate
In a world of abundance and self-selection, may the dankest meme win
On Civil War
Thoughts on sorting, polarization, and what it all means for real estate and America. Happy July Fourth.
Real Estate's Role in Child Care
Analyzing early childhood education spaces as a real estate investment category
The NSF's Emerging Innovation Engines
The government is putting $1.6 billion behind making these cities the next Huntsvilles and Menlo Parks.
8 Ways to Make Cities (and Buildings) Better for Families
Birth rates are dropping precipitously. Is the way we build and run cities to blame?
There Will Be No Multifamily Supply Crunch
Higher rates were expected to crush new multifamily supply. That's not happening and isn't on the horizon.
Solving the Construction Worker Shortage
The US has a shortage of more than half a million construction workers, and the problem is only getting worse. Who is trying to fix it?
On Population Density
Density is widely misunderstood. Here's a handy guide for understanding density and mapping it to the places you know.
What's driving the surge in retail leasing demand?
In markets like Tampa and Boston, retail vacancy has dropped to record lows of less than 3.5% as rents and populations rise.
Is New York City Growing?
Depending on the data you study, the City is either dying or surging. Rents are high, but so is outmigration. What's going on?