Real estate investment strategy across asset classes, with an emphasis on the niches institutional capital has not yet picked over. Thesis Driven dives into operator deep dives and sponsor profiles, buy box construction, niche and alternative asset classes, what it takes for a novel product to institutionalize, off-market and distressed sourcing, and the yield and risk tradeoffs behind each strategy.
While the short-term rental sector has grown dramatically over the past decade, scale and profitability have been elusive for many operators. Can new technology & rollup opportunities change that?
Creating places that people want to be is the heart of good real estate development. Let's see how four developers are creating entirely new neighborhoods.
As more people seek out physical communities, a new generation of entrepreneurs is innovating on the members-only social club concept, creating new kinds of spaces and real estate models.
While larger assets and single-family homes are attractive targets to institutional investors, small multifamily buildings are ignored. A few operators are trying to change that.
