Why Realpage Bought Cherre
Realpage is betting that decades of accumulated data can become an AI-era advantage
Capital Raising
Real estate capital raising for sponsors, GPs and fund managers. Thesis Driven tracks running a raise from first meeting to closed commitment, fund versus JV versus syndicate structures, co-GP and GP equity, what a first institutional check requires, building a repeatable pipeline instead of one-off closes, and the mistakes that cost sponsors a second commitment.
91 articles
The Six Things We Learned at Our Capital Markets Summit
The carry trade is dead, and capital is moving to whoever can manufacture cash flow. Takeaways from a day with more than 250 investors and operators in emerging real estate.
How to Raise Capital from Family Offices and RIAs
Private wealth has passed the institutional market, and most sponsors have no idea how to reach it. A workshop on raising from family offices and RIAs.
Workshop: Raising Capital from Large LPs
The hard part of raising institutional capital isn't the pitch. It's that a pension allocator, an
Brand Building for GPs
A workshop for GPs to build brands that attract today's investors, taught by No Walls Studio
Timber's Fastest Asset
World Tree Technologies is using a quick-growing hardwood to compress decades-long timber cycles into an investable real estate timeframe
Building Your AI Capital Markets Agent
We've been building AI capital markets agents with real estate GPs. On June 26, we're opening the hood in a live 2-hour workshop.
The GP Studio
A new model for capitalizing real estate operators from ex-Blackstone, Starwood, Goldman Sachs, and Dune investors
New Workshop: AI in Capital Raising
A live 2-hour workshop on using AI to source investors, build outreach campaigns, and produce institutional-grade materials
Announcing our Capital Markets Summit
A one-day, invitation-only gathering of the top investors and operators reshaping how capital flows into the built world. Presented by Thesis Driven and Bisnow.
The Micro-Resort Capital Gap
Small, founder-led experiential resorts are achieving high occupancy and premium pricing, but they don’t fit traditional capital models.
The Thesis Driven Innovation 100, 2026 | #1–15
Meet the 100 people shaping the future of the built world, Part III