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 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.
More than just storage businesses, some classic and exotic car garages have become social clubs and gathering places for a growing "gearhead" community... and a big real estate opportunity.
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.
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?
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.
