The Buy Box

A newsletter & webinar series by Thesis Driven exclusively for accredited investors

A few weeks ago, we hosted something new.

Thesis Driven Pitch Night brought together a select group of accredited and institutional investors and a handful of sponsors quietly building the next wave of real estate. Not just multifamily in Dallas or last-mile industrial—these were operators raising capital for things like branded short-term rentals in lifestyle towns, adaptive reuse motels, and specialized logistics facilities for growing e-commerce niches.

What we saw was real: demand from investors for exposure to high-conviction themes—and supply of smart entrepreneurs building the infrastructure of the next decade.

So, we’re doubling down.

Today, we’re launching The Buy Box—a new Thesis Driven newsletter and webinar series exclusively for accredited and institutional investors (accredited investors can sign up here). Every few weeks, we’ll go deep on one emerging asset class we believe has structural tailwinds, whitespace, and traction. Each letter will be paired with a live webinar where you can meet the pioneers building it.

We’re not talking theory. We’re talking deals, business models, performance, and where the capital is going.

First Up: The Investment Opportunity in Man-Made Surf Infrastructure

Dropping next Thursday

Our debut issue focuses on man-made surf infrastructure—how new wave-generating technologies are creating authentic, energy-efficient surf destinations hundreds of miles from the coast. This is the rise of the inland coastal lifestyle—a blend of action sports, boutique hospitality, and master-planned placemaking.

These aren’t science experiments. These are real businesses: with proven tech, institutional backers, and double-digit IRRs.

What’s Coming Next

Future editions of The Buy Box will explore:

• Street Retail: The contrarian case for walkable retail corridors

• Adventure Lodging: Glamping 2.0 and the verticalization of outdoor hospitality

• Wellness Real Estate: Designing environments that heal, recharge, and perform

For each theme, we’ll introduce the players, the performance metrics, and the macro trends that matter—and we’ll host a live session where you can go deeper and ask questions.

Join Us

If you’re an accredited or institutional investor and want a front-row seat to what’s next in real estate—sign up here:

👉 The Buy Box

We believe the best investment opportunities over the next decade won’t come from chasing distress. They’ll come from backing the entrepreneurs who are building new categories from the ground up.

—Brad Hargreaves and Paul Stanton