Serious investment thinking that doesn’t take itself too seriously.
Today’s letter will explore Greenland’s potential as a real estate market by profiling a new real estate investment firm, Terra Boreale Ventures, which seeks to capitalise on these opportunities by sponsoring real estate projects at the fringes of American adventurism.
Exploring the attempts to build new cities around the globe, warts and all. Building a new city is the loftiest, craziest, and most ambitious real estate project...
As we stop having kids, do we still need real estate developers? Regular Thesis Driven readers know that I’m as pro-housing as they come. Home prices and rents in the places with...
And the roles they all play in Thesis Driven’s Fundamentals of CRE course. The course will follow the trials and tribulations of eight characters who acquire, redevelop, operate...
Office condos have always occupied an odd place in the commercial real estate world. With few exceptions, corporate tenants generally don’t want to own their...
Trump, AVs, data centres, alternative sectors, distress, and more. As we look ahead to 2025, I’ll give the same caveat I gave last year: nobody can predict the...