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Thesis Driven

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Thesis Driven is Moving!
Migrating to our new home on Ghost
 • Brad Hargreaves
In Defense of the Institutional Homebuyer
Institutional ownership of housing is Good, Actually
 • Brad Hargreaves

August 2025

What Real Estate Giants Are Saying About Technology | Q2 2025 Edition
We listened to their quarterly earnings calls so you don’t have to
 • Brad Hargreaves
Introducing CapitalStack by Thesis Driven
Building a capital markets data engine for the real estate industry
 • Brad Hargreaves and Paul Stanton
On Coliving and Tiny Apartments
Wading into the debate between new housing typologies
 • Brad Hargreaves
Deep Dive: ALUM Clubs
Branded residences for affluent & tribal college communities
 • Paul Stanton
Thesis Driven is Hiring an Editorial Director
Come join us as we build real estate's multimodal media company
 • Brad Hargreaves
How Rate Volatility Broke America's Housing Finance System
A $2 trillion problem hidden in plain sight
 • Raunaq Singh
See Thesis Driven at Blueprint 2025
We're back hosting this year's Vision Stage featuring top developers and their projects
 • Brad Hargreaves
New Frontiers in Site Sourcing
New technologies are rapidly changing how homebuilders and developers are finding sites
 • Brad Hargreaves
Funding Early Stage Platforms
Pop quiz: choose the best equity capital raising strategy
 • Paul Stanton
Who is Investing in Real Estate Tech? 2H 2025 Edition
Our updated list of firms actively investing in real estate technology companies
 • Brad Hargreaves
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