Ben Siscovick - Thesis Driven

Why AI Has Struggled to Break Into Mortgage Lending

Stacks of documents, repetitive workflows, and massive economics make mortgage lending an obvious target for AI, but adoption has been slow.

Jenny Song Apr 16, 2026

Thesis Driven Operator Database: Introducing Signals

Real-time intelligence for vendors and capital, built around tracking how the real estate industry actually moves.

Daniel Heller Apr 15, 2026

Real Estate Investment

The Return of the Townhouse

An endangered housing typology is en vogue once more

Brad Hargreaves Apr 14, 2026

Investor/operator with 20+ years across venture capital, public equities, real estate and tech. Currently President at Spaxel, a vertically integrated multifamily real estate platform. Former GP at IA Ventures and equities analyst at Millennium.

1 article

Real Estate Investment

How Offshoring Can Transform Real Estate Math

A first-person account of how one operator used overseas teams to scale faster, lower costs, and compete at the institutional level

Ben Siscovick Dec 18, 2025