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
Exploring micro-multifamily investing with Groma in this week's Buy Box
Don’t miss Thesis Driven’s Buy Box deep dive on CA South next Wednesday, October 8th. Register here (for
CapitalStack pairs real-time investor call notes with tools for sponsor matching—bringing context, candid insights, and direct deal flow into one platform.
Drake targets $5-20M equity in industrial outdoor storage and manufactured housing. The model, the returns, and why the overlooked niches keep delivering.
Deep Dive into Giovanni Bonelli Group, an investment platform for Mediterranean wineries, villas & hotels
Building a capital markets data engine for the real estate industry
How purpose-built rentals designed for a single tribe–like Birdie Houses’ group golf trips–can triple ADRs
Covering the future of real estate and the people creating it