Deep Dive: Real Property Captive
As real estate's insurance-cost crisis grows, captives gain popularity and embrace membership-club selectivity
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New Workshop: AI in AEC
A new workshop exploring how the architecture, engineering, and construction are being transformed by AI
What’s Happening in Local Land Use | Q1 2026
Tracking the past three months of notable land use and zoning decisions
Shovels, ReZone, and the Local Data Problem
First, let's get the news out of the way: ReZone, a company Thesis Driven co-founded and incubated,
Can Branded Multifamily Work?
The last bastion of unbranded consumer spend is enticing. But is it a dead end?
New Workshop: Evaluating 2026’s Emerging Real Estate Concepts
Brad and Paul break down the hottest emerging asset class trends & business models
Seven Real Estate Predictions for 2026
Rate trajectory, multifamily supply, AI adoption, and four more calls — what Thesis Driven is betting on and against for the rest of 2026.
Was Institutional Reallocation to Multifamily a Mistake?
In the wake of the pandemic, investors aggressively shifted capital from office to multifamily. Was this a historic blunder?
Build in Public: CapitalStack in 2026
What we’ve learned about improving access to real estate equity investors, and what we’re building next
What We've Learned About AI Readiness in Real Estate Today
For multifamily operators, the AI gap is shifting from technology to execution
Family Office Fireside: Partner’s Path
How the NYC-based single family office evaluates sponsors, structures repeat partnerships, and allocates capital today