The Deals Developers Are Analyzing Today | Q2 2026 Edition
A quarterly read on early-stage feasibility activity with our friends at TestFit
93 articles
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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 in industrial outdoor storage and manufactured housing. The model, the returns, and why the overlooked niches keep delivering.
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