Industrial & Logistics
Industrial and logistics real estate beyond the big-box trade. Thesis Driven covers small-bay and shallow-bay warehousing, last-mile and micro-fulfillment, cold storage, powered land, film and production facilities, truck parking and yard space, manufacturing and reindustrialization, and the automation reshaping how industrial space gets used.
The Driverless Car Is Coming for the Strip Center
How autonomous vehicles will break the economics of convenience retail
Niche Industrial Pitch Series
12 high-growth operators present their platforms live—Wednesday, April 22nd at 3pm ET
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.
Real Estate Opportunities in Drone Delivery
As drone deliveries expand across the Sunbelt, opportunities for real estate investors and operators emerge
Deep Dive: Secured Outdoor Storage Yards with CA South
Don’t miss Thesis Driven’s Buy Box deep dive on CA South next Wednesday, October 8th. Register here (for
Why Amazon, De Niro, and Michelin Chefs All Work With Adam Gordon
Episode 20 of the Thesis Driven Leaders Series
Full Episode: Why Amazon, De Niro, and Michelin Chefs All Work With Adam Gordon
Episode 20 of the Thesis Driven Leaders Series
Industrial Outdoor Storage: Strategy, Selection, and Secret Sauce
A firsthand account of IOS investing from a seasoned family office
What's Happening in Local Land Use | Q1 2025
Tracking the past three months of notable local land use and zoning decisions
Niche Assets from our Developer & Owner Database
21 weird types of real estate assets we've come across and how each might form the core of an investment strategy
Lessons In Working With Institutional Real Estate Firms
Eight hard-won lessons from a decade working with 110+ of the largest global real estate owners and operators