Your home for the future of the built world

Deep dives, courses, & data on the topics shaping the future of real estate industry
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Your home for the future of the built world

Deep dives, courses, & data on the topics shaping the future of real estate industry
Thanks for signing up! You’re now connected with Thesis Driven.
Oops! Something went wrong while submitting the form.
A New Real Estate
Investor Community
Meet the real estate operators redefining the industry—without decks, pitches, or pressure to invest
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Recent Spotlights
Student Housing
Aptitude
A Deep Dive on Student Housing OpCo/PropCo
Vertically-integrated developer of purpose-built student housing in Tier-1 college markets
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Multifamily
GROMA
Investing in Micro-Multifamily
A deep dive into Groma’s technology-driven strategy to aggregate, renovate, and operate small multifamily buildings at institutional scale.
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Outdoor Storage
CA SOUTH
Scaling Class-A Contractor Yards
A deep dive into CA South’s plan to build the first national platform of secure, purpose-built contractor yards for America’s 33 million small businesses.
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Investor
DRAKE
Scaling Niches into Durable Platforms
A deep dive into Drake Real Estate Partners’ niche-driven strategy, operator model, and value-add execution framework.
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Wine Hospitality
GIOVANNI BONELLI
Investing in Wine Country Real Estate
An investor deep dive into Giovanni Bonelli Group’s Tuscan hospitality and villa-fractional platform.
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University Hospitality
ALUM CLUBS
Where Alma Maters Meet Alumni Luxury
A deep dive into ALUM, the first branded residence and private club platform built specifically for college-town alumni.
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Family Members Club
LITTLE BIG HOSPITALITY
Brooklyn's New Members Club for Families
A deep dive into The Beginning, a 45,000+ sq. ft. family-focused members club launching in Brooklyn Heights.
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Outdoor Hospitality
Ramble & Sojourner
Beyond the Tent
An institutional look at how luxury and nature merge in the $20B outdoor hospitality market.
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Surf Parks
Aventuur, KSM Realty, & The Wave
Inside Real Estate's Wave Boom: Pioneers of Surf Infrastructure
A deep dive into the rise of surf infrastructure and the developers shaping the next major leisure asset class.
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Invest in the Future of Real Estate
Connect with innovative sponsors, access exclusive deal flow, and stay ahead of where the market is going.
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Thesis Driven is not about specific deals, personalities, or behind-the-scenes drama. We promise thoughtful qualitative and quantitative analysis of emerging themes and opportunities as well as the GPs behind them. If that’s for you, please join us.
— Brad Hargreaves
Co-Founder & Editor in Chief of
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former co-founder of
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Your home for the future of the built world
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