Serious investment thinking that doesn’t take itself too seriously.
Investment themes and trends
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. At one point we had over a dozen dogs. Dogs can be wonderful.But in American cities today, dogs are completely, entirely...
Tariffs appear to be the opening salvo of a wider plan to shake up global trade, but is this all a sign of American weakness not strength? The press usually treats a strong gold...
And the roles they all play in Thesis Driven’s Fundamentals of CRE course. The course will follow the trials and tribulations of eight characters who acquire, redevelop, operate...
Things are creaking along, and probably some more lumps to come, but it's not all that bad Deep seek prelude (of Jevons and spend data) Multifamily operators getting a bit...
Investors and investment managers overseeing global real estate portfolios face constant challenges due to an uncertain global macroeconomic environment and structural shifts...
Office condos have always occupied an odd place in the commercial real estate world. With few exceptions, corporate tenants generally don’t want to own their...
Too high? Too low? Just right? What do Real Estate, VC and PE have to say for themselves? We’re back. One victory lap, one ‘more of the gloomy same,’ and one green shoot of...
How can we best regenerate the urban environment without driving communities away? The Ministry of Housing, Communities and Local Government puts community at the heart of its...
BREAKING NEWS: researchers have now quintupled the housing shortage!!! prices came down loving that used-home smell small houses, all the rage Biggest housing shortage of all...
An old doctrine of municipal control, embedded in a 100-year-old court case out of Ohio (Euclid v Ambler Realty) established separation of uses. That was perfectly fine in an era...