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
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Capitalizing Emerging Real Estate with Cloudland
PropCo seed investors back niche real estate operators before they have institutional track records. Cloudland is building this category from scratch.
Meet the Tech Entrepreneurs Aiming to Revive American Downtowns
Entrepreneurs are revitalizing downtown Detroit and Atlanta. Can the model be copied elsewhere?
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
The Semiotic Future of Real Estate
In a world of abundance and self-selection, may the dankest meme win
Real Estate's Role in Child Care
Analyzing early childhood education spaces as a real estate investment category
The Eight People You’ll Meet in a Real Estate Transaction
Profiling the motley crew of characters from Thesis Driven's first course: the Fundamentals of Commercial Real Estate
Refreshing the Brick-and-Mortar Capital Stack
Three new brick-and-mortar financing models bolstering the bedrock of the American economy
Net Lease Real Estate
Pairing bond-like income with real estate upside, net lease real estate models are an under-appreciated investment thesis.
Introducing Sticks & Bricks 🪵&🧱
Our new sister publication brings three brick-and-mortar businesses to your inbox every week