Where Real Estate Is Heading: Ten New Thesis Driven Workshops
A new lineup of upcoming sessions on AI, capital raising, student housing, placemaking, and the operating models reshaping commercial real estate
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Next Week: Capital Raising Bootcamp + GP Brand Building
Our 5-week flagship capital raising course is back, with a bonus section on founder brand building & social media strategies
Parasocial Capital
Why the next generation of real estate fund managers will be built on video reels and newsletters
Deep Dive: Alpaca Real Estate
Alpaca Real Estate is building private equity with AI at the core. How the platform works and what it signals for the asset class.
Build in Public: CapitalStack in 2026
What we’ve learned about improving access to real estate equity investors, and what we’re building next
Deep Dive: Aptitude Development and The Marshall
The opco-propco opportunity in Tier 1 purpose-built student housing
How to Build and Fund Data Centers: A New Two-Day Workshop
A new workshop for real estate investors, developers, and capital allocators ready to understand the fastest-growing infrastructure asset class in the world
CapitalStack Prices Rise on December 5th
Subscribers who join before then will keep the legacy pricing of $99 per month
The GP Investment Landscape
Which deal types are getting funded, which LP relationships are holding, and what real estate GP capital markets actually look like right now.
Introducing Thesis Driven’s Capital Studio: Turning GPs into Brands
In 2026, your brand will raise more capital than your deal.
Taking CapitalStack to the Next Level
Since launching CapitalStack this fall, we’ve gotten a great reception from our Founding Member GP community–emerging managers, established
Reimagining America’s Historic Offices
Inside Left Lane’s strategy transforming distressed offices into boutique hospitality assets across America’s growth cities