The Deals Developers Are Analyzing Today | Q2 2026 Edition
A quarterly read on early-stage feasibility activity with our friends at TestFit
The Deals Developers Are Analyzing Today | Q2 2026 Edition
A quarterly read on early-stage feasibility activity with our friends at TestFit
Thesis Driven, the Magazine
We're going long on print. This October, we are releasing the first edition of Thesis Driven in physical
The 60% Problem: Why Commercial Buildings Leave $11 Billion on the Table
The gap between finding an energy inefficiency and fixing it has cost building owners for over a decade. Agentic AI is the first technology that can close it.
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Covering the future of real estate and the people creating it
Capital Raising
Timber's Fastest Asset
World Tree Technologies is using a quick-growing hardwood to compress decades-long timber cycles into an investable real estate timeframe
The Thesis Driven Innovation 100, 2026 | #1–15
Meet the 100 people shaping the future of the built world, Part III
The Thesis Driven Innovation 100, 2026 | #50–16
Meet the 100 people shaping the future of the built world, Part II
Parasocial Capital
Why the next generation of real estate fund managers will be built on video reels and newsletters
Real Estate Investment
Reinventing the Tribe: RidgeRunner and the New American Village
How a new model for rural communities built on shared identity is driving both demand and backlash
The Micro-Resort Capital Gap
Small, founder-led experiential resorts are achieving high occupancy and premium pricing, but they don’t fit traditional capital models.
The Moneyball Playbook for Multifamily Development
A data-driven approach to unit mix, layouts, amenities, and marketing helped one Gowanus Wharf project lease faster and at higher rents in a crowded market
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
Proptech
The 60% Problem: Why Commercial Buildings Leave $11 Billion on the Table
The gap between finding an energy inefficiency and fixing it has cost building owners for over a decade. Agentic AI is the first technology that can close it.
Why AI Property Management Software Keeps Failing
One founder's account of the structural reasons autonomous AI property management SaaS gets crushed, and what the right model actually looks like
Deep Dive: Outcome
A new approach replaces manual real estate workflows with AI-driven systems built around the operator’s own data
Macro
The Winners and Losers of America’s Demographic Future
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
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
Why AI Has Struggled to Break Into Mortgage Lending
Stacks of documents, repetitive workflows, and massive economics make mortgage lending an obvious target for AI, but adoption has been slow.