Serious investment thinking that doesn’t take itself too seriously.
Investment themes and trends
One area of seeming bipartisan consensus in America over the past decade is the idea that free-market economics — or “neoliberalism” — has failed, and that our economic system needs to be overhauled. Leftists have always believed this, of course, and in recent years they’ve been joined by more...
“With great power comes great responsibility.” — Spider-Man“No God. The only man in the sky is me.” — Homelander I often remark on how much the modern world resembles the...
The rent is too damn high. So it’s natural that many entrepreneurs, socially-conscious investors, and real estate operators want to solve the housing crisis by building and...
back to the [coffee] grind hybrid reigns supreme, but some blacksiding at the water cooler 10 best commute times congestion winners and losers . . . woe to Denver Congestion on...
Is the REIT a solution to real estate capital markets woes? The capital markets are a miracle. Global capital markets are a miracle. But let’s focus on the biggest and best of...
Because there's no housing shortage, among other reasons. the brand new apartments with the biggest discounts all time high of new apartment supply new units staying on the...
It really doesn't get much better than this, folks. Last July, I wrote a post called “If this is a bad economy, please tell me what a good economy would look like”. At...
Random Walk stumbles into a culture war, but only for a moment. The New York Times spreads hateful dismisinformation about esteemed Private Capital manager, Jared Kushner...
There's no perfect way to measure real estate returns. Here are the pros and cons of each metric. We at Thesis Driven write a lot about innovative real estate models and...
CRE hitting bottom? a good time to travel some office landlords are doing pretty great love that used home smell resi markets with a bit of softness Is commercial real estate...