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
Homebuilding & For-Sale Housing
Homebuilding and for-sale housing. Thesis Driven examines townhouses and attached single-family product, homebuilder strategy and land pipelines, small lot subdivision and infill, rate lock-in and mobility, fractional and shared-equity ownership models, modular and 3D-printed delivery, and the demographic and affordability shifts determining who can actually buy.
25 articles
The Blurring of the Second Home
Millennials are buying “second” homes faster than primary homes. What do they want and how is the market evolving to serve them?
What’s Happening in Local Land Use | Q4 2025
Tracking the past three months of notable land use and zoning decisions
How Rate Volatility Broke America's Housing Finance System
A $2 trillion problem hidden in plain sight
New Frontiers in Site Sourcing
New technologies are rapidly changing how homebuilders and developers are finding sites
What’s Happening in Local Land Use | Q3 2025
Tracking the past three months of notable local land use and zoning decisions
Automating Land Analysis
Automation and AI are unlocking new ways to evaluate sites, potentially transforming real estate development. Here's how it works.
From Sand Dunes to Smart Growth: Casey Roloff’s Vision for Seabrook and the New American Dream
Casey Roloff built Seabrook from nothing — no institutional backing, no master developer. The model, the financing, and what it actually took.
The Opportunity in Small Lot Subdivisions
Zoning reforms are unlocking a new kind of infill development that pairs affordability and density
Making Co-Ownership Work
New models aim to help people live together affordably. Can they succeed and scale?
The Construction 3D Printing Landscape
A taxonomy of the technologies, approaches, and startups of the 3D printing ecosystem
