Phil Bak - Thesis Driven

Los Angeles, 2036

A city built around cars and entertainment could be remade over the next decade by forces now transforming both

Daniel Kronovet Sep 24, 2026

In struggling urban markets, the path to preserving affordable apartments may begin with creating more expensive ones

Robby Mulcahy Sep 22, 2026

Office demand is recovering, but speculative development in most markets remains stubbornly out of reach

Brad Hargreaves Sep 17, 2026

1 article

REITs / Financial Innovation

Is the REIT a solution to real estate capital markets woes?

Phil Bak Oct 10, 2024