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
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The Capital Stack Walk Back
More GPs are choosing to raise from family offices and HNWIs rather than institutions. But do they know how?
New Course: LP Real Estate Investing
Learn to evaluate, structure, and invest in real estate like an institutional LP
Five Trends Shaping the Real Estate Capital Markets in 2025
Changes on the horizon and what’s driving them
Plotting a Sponsor’s Next Move
Identifying the right type of real estate investors and capital structures through five capital raising scenarios
Lessons In Working With Institutional Real Estate Firms
Eight hard-won lessons from a decade working with 110+ of the largest global real estate owners and operators
The Five Investors You’ll Meet as a Real Estate Sponsor
And the roles they all play in Thesis Driven’s newest course
How to Work With Family Offices
Family offices are a growing source of capital for real estate operators and entrepreneurs. Here's what you need to know.
How to Evaluate a Real Estate Deal Like the Pros
Taking an institutional investor approach to personal real estate investment opportunities
Q&A with Aleksey Chernobelskiy | Distress in the Real Estate Market
Digging in with Aleksey from Centrio Capital Partners on the state of the market, multifamily distress, advice for real estate LPs, and more