Serious investment thinking that doesn’t take itself too seriously.
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...
The past few years has seen the proliferation of tools that seek to automate aspects of real estate development. From deal sourcing to underwriting to cost estimation and...
The rent is too damn high. So it’s natural that many entrepreneurs, socially-conscious investors, and real estate operators want to solve the housing crisis by building and...