Serious investment thinking that doesn’t take itself too seriously.
Dogs have become a plague on urban life. Don’t get me wrong, I love dogs. Growing up in rural Arkansas in the 1980s and 90s, our family regularly adopted abandoned hunting dogs....
A quarterly overview of what publicly-traded real estate companies are saying about technology and innovation in their businesses. Each quarter, some of the largest real estate...
A new generation of operators are boosting returns by marrying Medicaid and real estate. When America’s two largest industries meet, interesting things are bound to happen. And...
Today’s letter will explore Greenland’s potential as a real estate market by profiling a new real estate investment firm, Terra Boreale Ventures, which seeks to capitalise on these opportunities by sponsoring real estate projects at the fringes of American adventurism.
Exploring the attempts to build new cities around the globe, warts and all. Building a new city is the loftiest, craziest, and most ambitious real estate project...
As we stop having kids, do we still need real estate developers? Regular Thesis Driven readers know that I’m as pro-housing as they come. Home prices and rents in the places with...