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.
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.
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.
Recent regulatory changes have unlocked new opportunities in the single family market. How are the best operators implementing ADUs to maximize returns?
