Isaac French - 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

Isaac French is the founder of Live Oak Lake and the Experiential Hospitality masterclass and community. He builds, writes, and teaches from his farm in Waco, Texas.

1 article

Hospitality / Short-Term & Flex Rentals

The Micro-Resort Capital Gap

Small, founder-led experiential resorts are achieving high occupancy and premium pricing, but they don’t fit traditional capital models.

Isaac French May 12, 2026