The carry trade is dead, and capital is moving to whoever can manufacture cash flow. Takeaways from a day with more than 250 investors and operators in emerging real estate.
Private wealth has passed the institutional market, and most sponsors have no idea how to reach it. A workshop on raising from family offices and RIAs.
Robotics and automation in the built world. Thesis Driven tracks construction robotics by maturity from reality capture through layout and cleaning to task execution, autonomous vehicles and their effects on land value curb space and convenience retail, drone delivery and the real estate it requires, warehouse and port automation, and where the economics genuinely work against where they do not.
Falling birth rates, shifting migration, and an aging population are already reshaping demand across real estate, faster than most of the market has priced in
Prefab has failed for decades by building in one place and shipping everywhere. Microfactories flip the model — and the early economics look different.
