New Workshop: C-PACE: Redefining CRE Capital Stacks
C-PACE used to live at the edge of the capital stack. A niche tool for energy retrofits, small-ticket efficiency upgrades,
New Workshop: C-PACE: Redefining CRE Capital Stacks
C-PACE used to live at the edge of the capital stack. A niche tool for energy retrofits, small-ticket efficiency upgrades,
The Micro-Resort Capital Gap
Small, founder-led experiential resorts are achieving high occupancy and premium pricing, but they don’t fit traditional capital models.
New Workshop: Unlocking the Value of Rural Land
For the past couple of years, I've been investing in rural land alongside Wayne Congar, founder of HUTS.
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Covering the future of real estate and the people creating it
Capital Raising
The Thesis Driven Innovation 100, 2026 | #1–15
Meet the 100 people shaping the future of the built world, Part III
The Thesis Driven Innovation 100, 2026 | #50–16
Meet the 100 people shaping the future of the built world, Part II
Parasocial Capital
Why the next generation of real estate fund managers will be built on video reels and newsletters
The Six Types of Family Offices You’ll Meet
As the spigot of institutional capital remains dry for many real estate sponsors, family offices have become an increasingly sought-after
Real Estate Investment
The Micro-Resort Capital Gap
Small, founder-led experiential resorts are achieving high occupancy and premium pricing, but they don’t fit traditional capital models.
The Moneyball Playbook for Multifamily Development
A data-driven approach to unit mix, layouts, amenities, and marketing helped one Gowanus Wharf project lease faster and at higher rents in a crowded market
Deep Dive: CERES & Culinary-Centric Residential Communities
How CERES is bringing the European “gourmet cluster” model to U.S. residential development, with food and culinary culture at the center of daily life
Deep Dive: Algoma
For decades, feasibility analysis has been the bottleneck that kept real estate developers from moving faster. Algoma has built a platform designed to fix that.
Proptech
Your PMS Integrations Are Working. Your Data Strategy Isn't.
PMS platforms are becoming more open but most multifamily operators still lack a unified data layer across their systems
The Thesis Driven Innovation 100, 2026 | #1–15
Meet the 100 people shaping the future of the built world, Part III
The Thesis Driven Innovation 100, 2026 | #50–16
Meet the 100 people shaping the future of the built world, Part II
Macro
Why AI Has Struggled to Break Into Mortgage Lending
Stacks of documents, repetitive workflows, and massive economics make mortgage lending an obvious target for AI, but adoption has been slow.
The Rise of the Secondary Leisure Town
When ultra-exclusive resort towns like Jackson Hole and Aspen run out of space and affordability, demand moves down the road
How Rating Agencies Shape CRE Prices
The below-the-surface assessments of a handful of powerful firms influence borrowing costs, capital flows, which deals get financed—and which don't
The State of the US Housing Market in Ten Charts
Supply, prices, rate lock-in, and migration — ten charts on the US housing market and what each trendline means for operators making decisions right now.