Donal Warde - Thesis Driven

When Will Spec Office Get Built Again?

Office demand is recovering, but speculative development in most markets remains stubbornly out of reach

Brad Hargreaves Sep 17, 2026

Real Estate Investment

Limestone Capital & Nature-Based Luxury

The emerging category in experiential hospitality

Paul Stanton Sep 15, 2026

Proptech

Can AI Solve Capex Overruns?

New data from Tailorbird shows why two-thirds of real estate operators blow their capex budgets and where AI could actually help

Brad Hargreaves Sep 10, 2026

Donal Warde was VP Portfolio Management at HQ Capital ($11B AUM), CEO at Portico (TF Cornerstone spin-out) and Entrepreneur in Residence at American Family Insurance. Columbia MBA.

1 article

AI in Real Estate / Multifamily

Four Stories of AI in Action

Case studies from real estate companies implementing AI to solve real problems from delinquency to diligence

Donal Warde Nov 18, 2025