Serious investment thinking that doesn’t take itself too seriously.
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...
Rising populism threatens to end institutional SFR as we know it. What happens next and who are the likely winners and losers? Single-family rentals have been one of the...
Can a fractional ownership model help renters become owners? Homeownership is stuck. Persistently high rates have both locked renters out of the market and prevented existing...