The Deals Developers Are Analyzing Today | Q2 2026 Edition
A quarterly read on early-stage feasibility activity with our friends at TestFit
We're hosting three discussions at the Blueprint real estate technology conference in September, and Thesis Driven subscribers get special access.
Creating places that people want to be is the heart of good real estate development. Let's see how four developers are creating entirely new neighborhoods.
As more people seek out physical communities, a new generation of entrepreneurs is innovating on the members-only social club concept, creating new kinds of spaces and real estate models.
Real estate veterans are bringing the next generation of GPs to market with a new kind of accelerator program
With fewer venture capital deals getting done, entrepreneurs innovating in the built environment are finding capital in new places.
More than just storage businesses, some classic and exotic car garages have become social clubs and gathering places for a growing "gearhead" community... and a big real estate opportunity.
Geothermal heating and cooling has rapidly gained traction among multifamily developers in Canada. Why hasn’t it taken off in the US?
Don’t need to deploy billions into any given real estate theme? You're in luck. In some sectors, there are far better opportunities in smaller deals.
EVs are rapidly gaining market share. How are developers tackling EV charging in their new and existing multifamily properties?
The consumer experience of discovering apartments and homes has been largely unchanged for over a decade. What companies and technologies might change that?
While challenges to single-family zoning draw attention, other reforms could have an even bigger impact. Real estate investors should be paying attention.
We spoke to top real estate technology investors about the PropCo structure, including how and where they might deploy it in future deals
Covering the future of real estate and the people creating it