Deep Dive: Real Property Captive
As real estate's insurance-cost crisis grows, captives gain popularity and embrace membership-club selectivity
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.
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Upcoming Workshop: LinkedIn Strategy for GPs
How real estate sponsors use LinkedIn to build credibility, attract capital, and stay top-of-mind with investors
Deep Dive: Madison International
Backing both the real estate and the operating businesses of middle-market real estate companies
Next Week: Capital Raising Bootcamp + GP Brand Building
Our 5-week flagship capital raising course is back, with a bonus section on founder brand building & social media strategies
Parasocial Capital
Why the next generation of real estate fund managers will be built on video reels and newsletters
Deep Dive: Alpaca Real Estate
Alpaca Real Estate is building private equity with AI at the core. How the platform works and what it signals for the asset class.
Build in Public: CapitalStack in 2026
What we’ve learned about improving access to real estate equity investors, and what we’re building next
Family Office Fireside: Partner’s Path
How the NYC-based single family office evaluates sponsors, structures repeat partnerships, and allocates capital today
The GP Investment Landscape
Which deal types are getting funded, which LP relationships are holding, and what real estate GP capital markets actually look like right now.
Introducing Thesis Driven’s Capital Studio: Turning GPs into Brands
In 2026, your brand will raise more capital than your deal.
Taking CapitalStack to the Next Level
Since launching CapitalStack this fall, we’ve gotten a great reception from our Founding Member GP community–emerging managers, established
Capitalizing New Housing Products: A New Workshop
A new program for real estate operators building innovative housing products