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.
Hospitality real estate across hotels and experiential lodging. Thesis Driven dives into boutique and micro-resorts, extended stay, outdoor hospitality and glamping, surf parks and members clubs as leisure anchors, resort and leisure town markets, hotel conversions, and the operating intensity that separates hospitality returns from passive real estate.
A few hours outside Seattle, a bootstrapped entrepreneur built an idyllic beach town from scratch, offering lessons for real estate operators & investors alike
While the short-term rental sector has grown dramatically over the past decade, scale and profitability have been elusive for many operators. Can new technology & rollup opportunities change that?
As more people seek out physical communities, a new generation of entrepreneurs is innovating on the members-only social club concept, creating new kinds of spaces and real estate models.
Hotel-to-apartment conversions were hailed by many as a top-tier opportunity during the pandemic. Let's see where they stand today and meet some GPs executing on them.
