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.
Groma coverage from Thesis Driven, following the company industrializing small multifamily, an asset class almost entirely absent from institutional portfolios. Reporting includes the acquire, standardize and operate model, the software and AI stack built to run scattered small buildings, fund performance and market selection framework, and its tokenized REIT structure for sharing ownership.
After years of false starts and regulatory confusion, a few serious projects are pointing toward what this technology can actually deliver for real estate
While larger assets and single-family homes are attractive targets to institutional investors, small multifamily buildings are ignored. A few operators are trying to change that.
