Real Estate Investment
Capturing the Last Mile
The growing need for last-mile logistics drives a new generation of distribution centers that are very different than their predecessors, creating opportunities in unexpected places.
The Golden Age of Flex Office
With WeWork sputtering and venture dollars gone, things may look dire. But the macro landscape for managed office is perhaps the best it has ever been. Where is the sector headed?
Thesis Driven at Blueprint
We're hosting three discussions at the Blueprint real estate technology conference in September, and Thesis Driven subscribers get special access.
Common + Habyt
Some retrospective and forward-looking thoughts on Common and the future of the coliving sector.
Hotel Living
Hotel-to-apartment conversions were hailed by many as a top-tier opportunity during the pandemic. Let's see where they stand today and meet some GPs executing on them.
Seven Things I Think I Think About 2023
Plus the three most joyful real estate projects I've discovered in three months of writing Thesis Driven
The Rise of Build-To-Rent in Canada and the UK
A new generation of GPs are bringing US-style multifamily development to new markets, including Canada and the UK.
Fighting the Childless City
Armed with the belief that cities can be great places to raise children, a handful of residential developers are building urban apartments explicitly designed for families with kids.
The Rise of Car-Light Communities
Meet the developers rethinking the role of cars in some unexpected places
The Second Home in Your Backyard
Recent regulatory changes have unlocked new opportunities in the single family market. How are the best operators implementing ADUs to maximize returns?
Living at the Office: When Can Conversions Work?
Office-to-residential conversions are among the clearest post-pandemic opportunities, but challenges await.
Being Thesis Driven
A new kind of real estate newsletter highlighting emerging trends and the GPs capitalizing on them