Deep Dive: Real Property Captive
As real estate's insurance-cost crisis grows, captives gain popularity and embrace membership-club selectivity
Real Estate Investment
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.
152 articles
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Deep Dive: Drake Real Estate Partners
Drake targets $5-20M equity in industrial outdoor storage and manufactured housing. The model, the returns, and why the overlooked niches keep delivering.
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
Who is Investing in Real Estate Tech? 2H 2025 Edition
Our updated list of firms actively investing in real estate technology companies
Big Data Comes for Net Lease Real Estate
How better technology and data availability is transforming the single tenant real estate market
The Rise of STR Micro-Brands
How purpose-built rentals designed for a single tribe–like Birdie Houses’ group golf trips–can triple ADRs
Assessing Small Multifamily Markets
An operator's analysis of the best places to buy small multifamily buildings
