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
Emerging Managers
Emerging real estate managers and the infrastructure being built to fund them. Thesis Driven dives into accelerator and incubator models for new GPs, co-GP and PropCo seed capital, GP studios taking operating company equity, a workable tiering of operators by scale and track record, peer communities for developers, and how sub-institutional sponsors become legible to institutional capital.
20 articles
The GP Studio
A new model for capitalizing real estate operators from ex-Blackstone, Starwood, Goldman Sachs, and Dune investors
The GP Investment Landscape
Which deal types are getting funded, which LP relationships are holding, and what real estate GP capital markets actually look like right now.
Capitalizing Emerging Real Estate with Cloudland
PropCo seed investors back niche real estate operators before they have institutional track records. Cloudland is building this category from scratch.
Emerging Managers & Technology
Building a living database of emerging real estate operators raising their hands for new and interesting technology
Thesis Driven Pitch Night
Connecting our graduates - upstart real estate sponsors - with our network of investors
Five Trends Shaping the Real Estate Capital Markets in 2025
Changes on the horizon and what’s driving them
Riches in the Niches
It's not good enough to do "multifamily" or "office" any longer. Real estate sponsors must have a niche.
Solving the Challenges of OpCo-PropCo
A better blueprint for capitalizing innovative real estate businesses
Six Questions a Real Estate Sponsor Should Ask Before Raising Money
Aligning sponsor and investor profiles and previewing Thesis Driven's next course