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.
GP branding and founder-led media as capital raising infrastructure. Thesis Driven reports on building a sponsor brand that a specific investor audience recognises, content strategy and thought leadership, LinkedIn and newsletter distribution, video and podcast production for sponsors, the parasocial mechanics behind investor familiarity, and how brand shortens the path to a first commitment.
After years of distress, serious capital is flowing back into retail. What's actually working — and why the bull case is more nuanced than the headlines.
