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.
Short-term rentals, flex stay and mid-term rental models. Thesis Driven reports on purpose-built STR product and micro-brands built around a single user group, mid-term furnished rentals inside multifamily, flex-stay apartment operators, vacation rental and single family leisure as institutional categories, licensing and regulatory risk, and how variable length of stay changes underwriting and valuation.
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?
Recent regulatory changes have unlocked new opportunities in the single family market. How are the best operators implementing ADUs to maximize returns?
