Where Real Estate Is Heading: Ten New Thesis Driven Workshops
A new lineup of upcoming sessions on AI, capital raising, student housing, placemaking, and the operating models reshaping commercial real estate
Real Estate Investment
132 articles
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Single-Family Rentals on Steroids
How investors are enhancing yields via new consumer financial products and operating models.
Fundamental Cap Rate Analysis: The Flex Stay Example
How should novel concepts like flex stay apartments be priced? A deep dive into fundamental cap rate analysis
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?