Why AI Has Struggled to Break Into Mortgage Lending
Stacks of documents, repetitive workflows, and massive economics make mortgage lending an obvious target for AI, but adoption has been slow.
Real Estate Investment
129 articles
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Was Institutional Reallocation to Multifamily a Mistake?
In the wake of the pandemic, investors aggressively shifted capital from office to multifamily. Was this a historic blunder?
How Offshoring Can Transform Real Estate Math
A first-person account of how one operator used overseas teams to scale faster, lower costs, and compete at the institutional level
Deep Dive: Area 2 Farms
A new model of urban agriculture aims to be the highest and best use for your parking lot.
Deep Dive: Investing in Micro-Multifamily with the Groma Real Estate Trust
Exploring micro-multifamily investing with Groma in this week's Buy Box
Deep Dive: Secured Outdoor Storage Yards with CA South
Don’t miss Thesis Driven’s Buy Box deep dive on CA South next Wednesday, October 8th. Register here (for
The Opportunity in Bankrupt Colleges
US colleges and universities – or at least the bottom half of them – are in for a rough decade. Already facing
Deep Dive: Drake Real Estate Partners
Drake targets $5–20M equity checks in overlooked niches like industrial outdoor storage and manufactured housing, partnering with “sharp shooter” local operators to execute hands-on strategies. The result: +20% net IRR and 1.9x equity multiple across more than a decade.
The Art & War of Placemaking and Real Estate Development
A firsthand account of making real estate magic happen in Silicon Valley by real estate development veteran Steve Edwards
Deep Dive: Giovanni Bonelli Group
Deep Dive into Giovanni Bonelli Group, an investment platform for Mediterranean wineries, villas & hotels