CapitalStack: Introducing the AI Lab
A weekly series on the AI tools and workflows reshaping real estate capital raising — starting with how to build an investor database in hours, not weeks.
Macro
44 articles
Why AI Has Struggled to Break Into Mortgage Lending
Stacks of documents, repetitive workflows, and massive economics make mortgage lending an obvious target for AI, but adoption has been slow.
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
How Rating Agencies Shape CRE Prices
The below-the-surface assessments of a handful of powerful firms influence borrowing costs, capital flows, which deals get financed—and which don't
The State of the US Housing Market in Ten Charts
Supply, prices, rate lock-in, and migration — ten charts on the US housing market and what each trendline means for operators making decisions right now.
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.
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?
How Rate Volatility Broke America's Housing Finance System
A $2 trillion problem hidden in plain sight
The Future of Real-World Entrepreneurship
SMB is changing - here’s how and why it matters to real estate
Rethinking the MSRE/D Program
Real estate executives weigh in on the skill sets needed to get a job and grow a career over the next decade