Thesis Driven

Construction costs, interest rate pressure, secular shifts in demand, and a surplus of capital have made investing in tried-and-true real estate opportunities increasingly difficult. In response, more sponsors are identifying and executing on new concepts that align with emerging trends. This letter series dives deep into emerging themes and real estate operating models and feature a handful of GPs executing on each theme. The deep dives will provide enough context to understand the trend as well as opportunities for personal introductions to relevant GPs actively executing on opportunities.