Energy & Utilities
Energy and utilities in real estate, where power has become a binding constraint on development. Thesis Driven reports on grid capacity and interconnection, demand response as a revenue line, building energy efficiency and agentic controls, geothermal and electrification, EV charging economics, solar and distributed generation, managed Wi-Fi and building connectivity, and master systems integration across building systems.
The Marketplaces of the Future
Predicting six new real estate marketplaces to rise over the next decade
The 60% Problem: Why Commercial Buildings Leave $11 Billion on the Table
The gap between finding an energy inefficiency and fixing it has cost building owners for over a decade. Agentic AI is the first technology that can close it.
The Thesis Driven Innovation 100, 2026 | #50–16
Meet the 100 people shaping the future of the built world, Part II
How to Build and Fund Data Centers: Upcoming Two-Day Workshop
A hands-on workshop for real estate investors, developers, and capital allocators ready to understand the world's fastest-growing infrastructure asset class
Beyond the Hype: An Owner's Guide to Construction Robotics
A realistic framework for real estate owners & operators evaluating robotic adoption
The World’s Most Innovative Developers, 2026
From all-electric skyscrapers to floating offices and carbon-neutral urban development, these firms are redefining the future of the built world
The New Data-Center Playbook: 6 Shifts Investors Need to Understand
AI, power constraints, hyperscalers, and urban inference are rewriting the rules
Transforming Risk into Revenue with Demand Response
Some real estate owners are generating income while reducing emissions and stabilizing the grid
On Outdoor Hospitality
The asset class tapping the $20 billion US camping market is entering its next phase
Is Energy and Building Management Tech Poised for a Big M&A Moment?
Analyzing the future of the sector
The Next Generation of Multifamily Metrics
Operators are gaining insights by going beyond vacancy, renewal, and opex ratio. Here are ten metrics they're watching.