Deep Dive: CERES & Culinary-Centric Residential Communities
How CERES is bringing the European “gourmet cluster” model to U.S. residential development, with food and culinary culture at the center of daily life
Latest news (Page 41)
Is New York City Growing?
Depending on the data you study, the City is either dying or surging. Rents are high, but so is outmigration. What's going on?
Thesis Driven at Blueprint
We're hosting three discussions at the Blueprint real estate technology conference in September, and Thesis Driven subscribers get special access.
Common + Habyt
Some retrospective and forward-looking thoughts on Common and the future of the coliving sector.
Hotel Living
Hotel-to-apartment conversions were hailed by many as a top-tier opportunity during the pandemic. Let's see where they stand today and meet some GPs executing on them.
Seven Things I Think I Think About 2023
Plus the three most joyful real estate projects I've discovered in three months of writing Thesis Driven
The Rise of Build-To-Rent in Canada and the UK
A new generation of GPs are bringing US-style multifamily development to new markets, including Canada and the UK.
Unlocking Atoms with Bits
A new generation of software tools are helping real estate investors deploy capital faster and smarter. Will they enable institutional LPs to invest in smaller deals at scale?
Fighting the Childless City
Armed with the belief that cities can be great places to raise children, a handful of residential developers are building urban apartments explicitly designed for families with kids.
The Big List of OpCo-PropCo Investors
The OpCo-PropCo structure can be powerful tool for companies innovating in real estate. Here are almost 50 firms that can lead OpCo-PropCo deals.
OpCo-PropCo Models and the Firms That Fund Them
A growing number of LPs are making investments in real estate operating companies as well as the underlying assets. Who are they?
The Rise of Car-Light Communities
Meet the developers rethinking the role of cars in some unexpected places
The Second Home in Your Backyard
Recent regulatory changes have unlocked new opportunities in the single family market. How are the best operators implementing ADUs to maximize returns?