Serious investment thinking that doesn’t take itself too seriously.
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...
It's not good enough to do "multifamily" or "office" any longer. Real estate sponsors must have a niche. As the real estate industry enters its third year of elevated interest...
There's no perfect way to measure real estate returns. Here are the pros and cons of each metric. We at Thesis Driven write a lot about innovative real estate models and...