Land & Development
Land acquisition, entitlement and development. Thesis Driven reports on land subdivision and lot splits, covered land strategies for holding dirt productively, rural and exurban land, site sourcing and selection tools, entitlement and permitting risk, infrastructure and utility constraints, and the returns available to operators who can move a parcel from raw ground to approved project.
The Deals Developers Are Analyzing Today | Q2 2026 Edition
A quarterly read on early-stage feasibility activity with our friends at TestFit
Reinventing the Tribe: RidgeRunner and the New American Village
How a new model for rural communities built on shared identity is driving both demand and backlash
New Workshop: Unlocking the Value of Rural Land
For the past couple of years, I've been investing in rural land alongside Wayne Congar, founder of HUTS.
Deep Dive: CERES & Culinary-Centric Residential Communities
How CERES is bringing the European “gourmet cluster” model to U.S. residential development, with food and culinary culture at the center of daily life
Deep Dive: Algoma
For decades, feasibility analysis has been the bottleneck that kept real estate developers from moving faster. Algoma has built a platform designed to fix that.
New Workshop: Using AI to Find Land
Finding land for ground-up development has always been a local, relationship-driven, somewhat chaotic process. Work the network. Drive
The Rise of the Secondary Leisure Town
When ultra-exclusive resort towns like Jackson Hole and Aspen run out of space and affordability, demand moves down the road
Deep Dive: Area 2 Farms
A new model of urban agriculture aims to be the highest and best use for your parking lot.
Seven Surprising Facts About the State of AI in Real Estate
What 2025 Revealed About the New Rules of CRE Innovation