From Miami to Las Vegas, billions are pouring into stadium-anchored districts, but only a handful have so far proved they can truly work as real estate.
Thesis Driven Deep Dives examine a single company or model until the economics are legible: what it does, how the money works, why the strategy might scale and where it breaks. Subjects range across proptech and AI platforms, niche asset class operators, development and construction companies, and the investors backing them, each built on interviews with the people running the business.
EliseAI runs leasing across 2 million US apartments. What the product does, why the biggest operators keep buying it, and where the AI leasing race goes.
