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Artwork for Thesis Driven

Thesis Driven

Brad Hargreaves

Covering the future of real estate and the people creating it

Platform
Substack
PricingFreemiumPublishesDaily
Issues368SubscribersRead thesisdriven.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Thesis Driven is Moving!

It’s moving week here at Thesis Driven.

6 months ago
86
4

In Defense of the Institutional Homebuyer

Few things provoke the public’s ire quite like institutional ownership of single-family homes. The idea that one should have to bid against Blackstone or Cerberus for a house strikes many as fundamentally un-American, a view that spans the ...

6 months ago
38
0

What Real Estate Giants Are Saying About Technology | Q2 2025 Edition

We listened to their quarterly earnings calls so you don’t have to

6 months ago
52
0
Paid

Introducing CapitalStack by Thesis Driven

Raising capital for real estate projects is incredibly inefficient—especially if you’re seeking capital from the long tail (1000s) of family offices, RIAs and niche private equity real estate firms.

6 months ago
38
0

Authors

The writers behind this newsletter.

  • Brad Hargreaves

    Housing, cities, tech, history, gaming. Founder & Chairman @hicommon, previously co-founder @GA. Husband to @amosky and papa to Julian, Milan, and Adrian. 10001 via 71744.

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