The Deals Developers Are Analyzing Today | Q2 2026 Edition
A quarterly read on early-stage feasibility activity with our friends at TestFit
Thesis Driven’s Fundamentals of Commercial Real Estate Course is back May 8-9 in NYC
Early stage $10-30mm PropCo checks are scarce, but the market is here and growing. A Q&A with Sandor Valner of PTB.
Episode Six of the Thesis Driven Leader Series
Acquiring and managing sub-scale assets like SFR and small multifamily can be a serious challenge. What technology tools are the best operators using?
Episode Five of the Thesis Driven Leader Series
We listened to their quarterly earnings calls so you don't have to
Thesis Driven at RETCON 2024: on stage with Cortland and our first in-person subscriber gathering
Episode Four of the Thesis Driven Leader Series
How a major antitrust case could change the way homes are bought and sold, opening new opportunities for investors and operators
Armed with a $450M PropCo, coliving operator Cohabs is buying and building across the US and Europe
Meet the companies bringing new approaches to unlocking the debt market for small real estate deals in multifamily and more
Episode Three of the Thesis Driven Leader Series
Covering the future of real estate and the people creating it