Thesis Driven
Brad Hargreaves, Nick Durham, Raunaq Singh, Paul Stanton, Seth Priebatsch, Kamrin Klauschie, Chris Lehman, Ari Segal, Chris Kelly, Adam PaseCovering the future of real estate and the people creating it
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 368 | Subscribers | Read | 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.
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 ...
What Real Estate Giants Are Saying About Technology | Q2 2025 Edition
We listened to their quarterly earnings calls so you don’t have to
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.
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Authors
The writers behind this newsletter.
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.
GP at Shadow Ventures, investing in frontier technologies for the built world.
Founder of Roam, making homeownership 2x more affordable.
Co-founder and partner at PTB. Connecting real estate, technology and capital.
President of Groma, has a dog named Tock
Chief of Staff at Thesis Driven. Previously Dev Bootcamp, Sama AI, TEDx, and UC Irvine. Outside work, I'm making the best salads, practicing pilates, binging true white collar crime podcasts, and playing at the dog park.
Groma Policy Architect
Ari has an MBA from Emory University and spent 25 years in non-profit leadership before deciding to co-found a predictive analytics company.
GP and Co-Founder at Stackpoint, a Venture Studio and Fund that conceives, builds and scales companies operating at the intersection of real estate, tech and finance. Prior to Stackpoint I co-founded Convene and EvoJets.
Co-Founder and General Partner of Stackpoint Ventures, the first venture studio dedicated to building and investing in vertical AI companies in legacy industries.
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