AUGUST 4, 2026 · NEW YORK

The Capital Markets Summit

Brought to you by Thesis Driven and Bisnow

A new generation of real estate. A new generation of capital.

There is rising interest in niche real estate asset classes. Different funding strategies (co-GP deals, platform investing, joint ventures, SMAs) are playing a larger role in capitalizing the next generation of emerging operators.
Thesis Driven and Bisnow are joining together to host a one-day convening bringing together the top investors and operators working in these emerging areas.

For Investors

An extraordinary way to learn about these asset classes and concepts, and meet the investors and operators executing on them.

For Operators

Access to the top investors doing these deals, and insights on what is coming next.

Foundation Stage

Where institutional capital meets emerging real estate.

FOUNDATION STAGE

New Capitalization Models: Platform, Co-GP Investing, and More

Real estate isn't just simple syndications and GP-LP structures any longer. Platform investments, co-GP partnerships, joint ventures, SMAs, and other models are playing a growing role in the ecosystem. Explore the new universe of financing models and the role they're playing in real estate's evolution.

FOUNDATION STAGE

The Future of Debt

In a world of persistently elevated rates, what role does debt play in emerging and niche real estate investment classes? How is the debt ecosystem evolving to accommodate niche asset classes without the decades of seasoning of conventional multifamily and office?

FOUNDATION STAGE

Investing from the Family Office Perspective

Family offices play a key role in capitalizing emerging asset classes and operators, able to do deals off the beaten path with a flexible time horizon. Hear family offices' perspective and approach to investing where the puck is headed.

FOUNDATION STAGE

The Institutional Investor's Perspective on Emerging Asset Classes

Institutional investors have taken a leading role in backing some of the most compelling emerging concepts in recent years, most notably the infrastructure enabling the AI revolution. Hear how they evaluate new concepts and categories.

Frontier Stage

What's next, who's executing, and where the smart money is going.

Vetting Emerging Asset Classes

While investor interest grows in niche real estate asset classes, not every category will become the next data centers. But how is an investor to tell? Top investors share how they evaluate emerging real estate categories: macro trends, unit economics, institutionalization potential, and more.

Vetting Emerging Operators

Backing the right operator can make or break an emerging asset class. How do investors evaluate first-time and emerging operators? Where does conviction come from, and where do deals fall apart?

AI-Enabled Real Estate: Winners and Losers

AI isn't just transforming real estate technology, it's supercharging entire asset classes and potentially undermining others. As AI surges, where are the real estate winners and losers?

Backing Operationally-Intensive Models

Previously, real estate investors sought passive income and eschewed operationally-heavy models like hospitality. Now, more investors are seeing operational intensity as a plus. How are investors evaluating operationally intensive models, and where is the smart money going?

Operator Quick Hits

Five-to-seven minute talks from operators on their sectors and the macro trends behind them.

Industrial Outdoor Storage

Surf Parks

Outdoor Hospitality

Small Bay Industrial

Branded Residential

...And more

Venue: GH on the Park · 54 W 40th Street, New York, NY
‍

Date: August 4, 2026
‍

Time: 8:30 AM – 6:30 PM
‍

Schedule notes: Breakfast and lunch served · 5:30 PM happy hour
‍

Format: Invitation-only · Curated group

Apply to Attend

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.