The Coming K-12 Crunch
K-12 enrollment is falling rapidly. As cities grapple with school closures and property tax revolts, what does this mean for real estate?
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
Birth rates are dropping precipitously. Is the way we build and run cities to blame?
Digging in with Aleksey from Centrio Capital Partners on the state of the market, multifamily distress, advice for real estate LPs, and more
Episode Two of the Thesis Driven Leader Series
Exploring a new debt product designed to help new companies build real estate portfolios
Covering the future of real estate and the people creating it