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.
Real estate data and analytics, from parcel and location data to operational reporting. Thesis Driven tracks data providers and the CRE data value chain, location and foot traffic data, feasibility and permit data as leading indicators, unified data warehouses and the readiness AI tooling depends on, forward-looking metrics beyond vacancy and opex ratio, and analytics as a source of edge.
A data-driven approach to unit mix, layouts, amenities, and marketing helped one Gowanus Wharf project lease faster and at higher rents in a crowded market
