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?
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The Fundamentals of Tax Credit Development
Experienced real estate developers know how to leverage tax credits to make their projects pencil. Here's what you need to know about them.
Our Ten Favorite Letters from Thesis Driven's First Year
A retrospective on the topics we've covered since September 2022
Thesis Driven Mailbag: September 2023
Answering your questions about real estate, the markets, and building companies
Insights from Blueprint: OpCo-PropCo Models
Miss our live discussion at Blueprint? Get the takeaways from the conversation on the future of OpCo-PropCo models
Unsticking the Single Family Owner
With mortgage rates at levels not seen in years, many homeowners are stuck with their houses. But there's a new generation of companies aiming to get them unstuck.
On the New City in Solano County
California Forever has a big vision. The public rollout has been rocky. What is their path forward and what does it mean for new cities?
If I were CEO of WeWork...
Real estate tech leaders and managed office operators share their perspectives on WeWork's path forward
Who is Still Investing in Real Estate Tech?
While the real estate tech venture market has cooled, we found at least 30 proptech-focused VCs still writing checks in summer 2023. Here are all of them.
Farmland
From family offices to doomers to institutions, investing in farmland is back in vogue. Let's meet the people making it happen.
On Population Density
Density is widely misunderstood. Here's a handy guide for understanding density and mapping it to the places you know.
What Public Real Estate Companies Are Saying About Technology
We listened to their quarterly earnings calls so you don't have to
Five Real Estate Tech Companies Doing Interesting Things | Q3 Edition
Each quarter, Thesis Driven profiles five innovative real estate companies doing interesting things