Serious investment thinking that doesn’t take itself too seriously.
It is ironic that a firm once known as a blueblood investment banking heir of the fabled House of Morgan saw its I-bank revenues fall 5% in Q2 to only $1.6 billion. While trading benefited from the... Morgan Stanley has evolved into one of the world's preeminent wealth management franchises and...
Rents rising the quickest, first-time buyer supreme, CRE lightening round. money in the cheap seats first-time buyers in crisis (lol, no) CRE lightening round love that dirty...
(We asked AI to roast the CRE industry in 500 words. Sadly, annoyingly, scarily... it is pretty good). Alright, let’s talk about the Institutional Real Estate industry—the only...
Are real estate owners not allowed to use algorithmic or dynamic rent pricing? On January 30, 2022, ProPublica, an independent non-profit news organization, published an article...
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...
Here are the 20 housing markets with the most planned office-to-apartment conversions. Pandemic era adoption of work-from-home and hybrid work models has left many office spaces...
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...
Hundreds of tonnes of gold - so much so that there is now something of a shortage in London - have made their way across the Atlantic to the US to get ahead of Trump tariffs....
Investors and investment managers overseeing global real estate portfolios face constant challenges due to an uncertain global macroeconomic environment and structural shifts...
Since the UK General Election, I have been encouraged by the ambition for more devolved decision-making. What I am being told is that the combined regional authorities will not...