AI for Real Estate Acquisitions
We've been building AI acquisitions agents with real estate GPs. On August 13, we're opening the hood in a live 2-hour workshop
Retail Real Estate
Retail real estate investment and leasing. Thesis Driven reports on grocery-anchored and big-box strategy, unanchored strip centers, net lease and single tenant assets, retail leasing demand and rent dynamics, experiential and food-driven retail, ground-floor retail in mixed-use, and how last-mile fulfillment and autonomous delivery reshape the economics of convenience retail.
31 articles
The Deals Developers Are Analyzing Today | Q2 2026 Edition
A quarterly read on early-stage feasibility activity with our friends at TestFit
Food Culture Is Real Estate
How a generation of superstar chefs and obsessed diners remade urban neighborhoods, inflated rents, and priced themselves out of the streets they made desirable.
The Driverless Car Is Coming for the Strip Center
How autonomous vehicles will break the economics of convenience retail
Deep Dive: CERES & Culinary-Centric Residential Communities
How CERES is bringing the European “gourmet cluster” model to U.S. residential development, with food and culinary culture at the center of daily life
Breaking the Fourth Wall of Fourth Spaces
How low-key pursuits like reading and chess are booming as real-world social clubs—and changing how real estate gets used
Deep Dive: Area 2 Farms
A new model of urban agriculture aims to be the highest and best use for your parking lot.
Real Estate Opportunities in Drone Delivery
As drone deliveries expand across the Sunbelt, opportunities for real estate investors and operators emerge
Big Data Comes for Net Lease Real Estate
How better technology and data availability is transforming the single tenant real estate market
Retail as Remedy: Jodie McLean on Solving Loneliness Through Community-Centered Development
Episode 23 of the Thesis Driven Leaders Series
Full Episode: Retail as Remedy: Jodie McLean on Solving Loneliness Through Community-Centered Development
Episode 23 of the Thesis Driven Leaders Series