When Housing Disappears Because It’s Too Cheap
In struggling urban markets, the path to preserving affordable apartments may begin with creating more expensive ones
Real Estate Investment
Real estate investment strategy across asset classes, with an emphasis on the niches institutional capital has not yet picked over. Thesis Driven dives into operator deep dives and sponsor profiles, buy box construction, niche and alternative asset classes, what it takes for a novel product to institutionalize, off-market and distressed sourcing, and the yield and risk tradeoffs behind each strategy.
153 articles
(Page 11)
Announcing the Thesis Driven Developer Database
We're documenting the universe of real estate developers and what they're each building
The Fundamentals of Tax Credit Development
Experienced real estate developers know how to leverage tax credits to make their projects pencil. Here's what you need to know about them.
Our Ten Favorite Letters from Thesis Driven's First Year
A retrospective on the topics we've covered since September 2022
Thesis Driven Mailbag: September 2023
Answering your questions about real estate, the markets, and building companies
Farmland
From family offices to doomers to institutions, investing in farmland is back in vogue. Let's meet the people making it happen.
Net Lease Real Estate
Pairing bond-like income with real estate upside, net lease real estate models are an under-appreciated investment thesis.
The Chicken Problem: What Intentional Communities Get Wrong
People love the idea of values-based, democratic residential communities. So why don't they work?
Introducing Sticks & Bricks 🪵&🧱
Our new sister publication brings three brick-and-mortar businesses to your inbox every week
Obstacles and Opportunities Scaling Short-Term Rentals
While the short-term rental sector has grown dramatically over the past decade, scale and profitability have been elusive for many operators. Can new technology & rollup opportunities change that?
See Thesis Driven Live at Blueprint
We're hosting three discussions at the Blueprint real estate technology conference in September, and Thesis Driven subscribers get special access.
The Art and Science of Placemaking
Creating places that people want to be is the heart of good real estate development. Let's see how four developers are creating entirely new neighborhoods.
The Social Club in the Age of TikTok
As more people seek out physical communities, a new generation of entrepreneurs is innovating on the members-only social club concept, creating new kinds of spaces and real estate models.