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
Institutional LPs
How institutional LPs allocate to real estate. Thesis Driven reports on pensions, endowments, insurers, sovereign funds and OCIO platforms, mandate structure and check sizes, consultants and gatekeepers in manager selection, emerging manager sleeves, the track record and reporting infrastructure required to be institutionally credible, and how allocation pacing shifts through a cycle.
28 articles
Workshop: Raising Capital from Large LPs
The hard part of raising institutional capital isn't the pitch. It's that a pension allocator, an
Structuring Real Estate Joint Ventures
A workshop for GPs on finding the right JV partner, structuring the deal, and negotiating operator-friendly terms
Timber's Fastest Asset
World Tree Technologies is using a quick-growing hardwood to compress decades-long timber cycles into an investable real estate timeframe
The GP Studio
A new model for capitalizing real estate operators from ex-Blackstone, Starwood, Goldman Sachs, and Dune investors
Deep Dive: Madison International
Backing both the real estate and the operating businesses of middle-market real estate companies
Seven Real Estate Predictions for 2026
Rate trajectory, multifamily supply, AI adoption, and four more calls — what Thesis Driven is betting on and against for the rest of 2026.
Was Institutional Reallocation to Multifamily a Mistake?
In the wake of the pandemic, investors aggressively shifted capital from office to multifamily. Was this a historic blunder?
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.
The Six Types of Family Offices You’ll Meet
As the spigot of institutional capital remains dry for many real estate sponsors, family offices have become an increasingly sought-
Deep Dive: Drake Real Estate Partners
Drake targets $5-20M equity in industrial outdoor storage and manufactured housing. The model, the returns, and why the overlooked niches keep delivering.