The Deals Developers Are Analyzing Today | Q2 2026 Edition
A quarterly read on early-stage feasibility activity with our friends at TestFit
Some developers are making the most out of small multifamily sites by building coliving, and institutional investors are beginning to take note.
A new generation of "preferred equity" aims to help developers and owners challenged by higher interest rates.
The past decade has seen a resurgence of interest in the creation of new cities. But where are they actually getting built?
California's "remedy" offers GPs tantalizing relief from cities' strict zoning codes and Byzantine processes. But does it offer a practical opportunity for real estate operators and investors?
The growing need for last-mile logistics drives a new generation of distribution centers that are very different than their predecessors, creating opportunities in unexpected places.
With WeWork sputtering and venture dollars gone, things may look dire. But the macro landscape for managed office is perhaps the best it has ever been. Where is the sector headed?
Depending on the data you study, the City is either dying or surging. Rents are high, but so is outmigration. What's going on?
We're hosting three discussions at the Blueprint real estate technology conference in September, and Thesis Driven subscribers get special access.
Some retrospective and forward-looking thoughts on Common and the future of the coliving sector.
Hotel-to-apartment conversions were hailed by many as a top-tier opportunity during the pandemic. Let's see where they stand today and meet some GPs executing on them.
Plus the three most joyful real estate projects I've discovered in three months of writing Thesis Driven
A new generation of GPs are bringing US-style multifamily development to new markets, including Canada and the UK.
Covering the future of real estate and the people creating it