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.
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Deep Dive: Secured Outdoor Storage Yards with CA South
Don’t miss Thesis Driven’s Buy Box deep dive on CA South next Wednesday, October 8th. Register here (for
What we’re learning from investors (and building into CapitalStack)
CapitalStack pairs real-time investor call notes with tools for sponsor matching—bringing context, candid insights, and direct deal flow into one platform.
Deep Dive: Drake Real Estate Partners
Drake targets $5–20M equity checks in overlooked niches like industrial outdoor storage and manufactured housing, partnering with “sharp shooter” local operators to execute hands-on strategies. The result: +20% net IRR and 1.9x equity multiple across more than a decade.
Deep Dive: Giovanni Bonelli Group
Deep Dive into Giovanni Bonelli Group, an investment platform for Mediterranean wineries, villas & hotels
Introducing CapitalStack by Thesis Driven
Building a capital markets data engine for the real estate industry
The Rise of STR Micro-Brands
How purpose-built rentals designed for a single tribe–like Birdie Houses’ group golf trips–can triple ADRs
Build Your Real Estate Capital Raising Plan
A new, hands-on edition of Fundamentals of Capital Raising from Thesis Driven
On Outdoor Hospitality
The asset class tapping the $20 billion US camping market is entering its next phase