When Will Spec Office Get Built Again?
Office demand is recovering, but speculative development in most markets remains stubbornly out of reach
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 6)
Kasa's Roman Pedan on The Future of Multifamily and Flex Rentals
Roman Pedan on why Kasa thinks the apartment model is broken — and what flex rentals mean for the future of multifamily.
The Opportunity in Small Lot Subdivisions
Zoning reforms are unlocking a new kind of infill development that pairs affordability and density
Making Co-Ownership Work
New models aim to help people live together affordably. Can they succeed and scale?
Industrial Outdoor Storage: Strategy, Selection, and Secret Sauce
A firsthand account of IOS investing from a seasoned family office
Funding Pre-Development Costs
Developers have more options than ever to capitalize early deal expenses. Here's why that matters.
Who is Investing in Real Estate Tech? 1H 2025 Edition
Our updated list of firms actively investing in real estate technology companies. Is the turnaround here?
The Eight People You’ll Meet in a Real Estate Transaction
And the roles they all play in Thesis Driven’s Fundamentals of CRE course
Understanding Water Rights
Water rights are key to the American West. What are they, how do they work, and where might there be investment opportunities?
Selling to the Real Estate Industry is Now Online
Thesis Driven's bootcamp for honing your pitch to real estate stakeholders launches virtually on January 13th
Four Exercises to Hone Your Pitch to Real Estate Owners
Walking through what we'll cover in Thesis Driven's Selling Into Real Estate program