The Deals Developers Are Analyzing Today | Q2 2026 Edition
A quarterly read on early-stage feasibility activity with our friends at TestFit
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We listened to their quarterly earnings calls so you don’t have to
Episode 20 of the Thesis Driven Leaders Series
Episode 20 of the Thesis Driven Leaders Series
Jamie Hodari on how Industrious outlasted WeWork, why management contracts beat master leases, and what the $800M CBRE deal means for office landlords.
Episode 19 of the Thesis Driven Leaders Series
EliseAI runs leasing across 2 million US apartments. What the product does, why the biggest operators keep buying it, and where the AI leasing race goes.
Not quite hospitality and not quite apartments, extended stay hotels are gaining interest from operators and investors
Casey Roloff built Seabrook from nothing — no institutional backing, no master developer. The model, the financing, and what it actually took.
Episode 18 of the Thesis Driven Leader Series
A new generation of operators are boosting returns by marrying Medicaid and real estate
Episode 17 of the Thesis Driven Leader Series
Covering the future of real estate and the people creating it