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Macro
Real estate macro analysis covering the forces that set the cycle: interest rates and capital flows, demographics and migration, policy, construction costs, and distress. Thesis Driven publishes annual predictions and themes, state-of-the-market reads across sectors, and the second-order effects most of the industry prices late.
57 articles
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The Blurring of the Second Home
Millennials are buying “second” homes faster than primary homes. What do they want and how is the market evolving to serve them?
How Rate Volatility Broke America's Housing Finance System
A $2 trillion problem hidden in plain sight
Assessing Small Multifamily Markets
An operator's analysis of the best places to buy small multifamily buildings
The Future of Real-World Entrepreneurship
SMB is changing - here’s how and why it matters to real estate
Rethinking the MSRE/D Program
Real estate executives weigh in on the skill sets needed to get a job and grow a career over the next decade
The Stuck Generation
A generation of startups have real revenue but little cash flow or growth... and a heavy VC pref stack. The party's over; who cleans up the mess?
The Problem with Net Domestic Migration
Twitter's favorite measure of growth is flawed and produces fundamental misunderstandings of population change.