🔥 Final Deadline: Evaluating Emerging Real Estate Business Concepts Workshop - Starting Tomorrow

📣 Most people pitch new real estate ideas by listing the asset class. Smart entrepreneurs and investors listen for something else entirely: business model logic, downside protection, and a credible path to scale.

On Friday, January 9, Thesis Driven will host a 2-hour, live interactive workshop on Evaluating Emerging Real Estate Business Concepts.

For the 1st time ever, this session breaks down how we actually assess new categories, opportunities, and trends - and which ones we think have real legs going into 2026.

Here’s what you’ll get:

⚡ One live, 2-hour recorded working session
Brad Hargreaves and Paul Stanton walk through the exact frameworks they use to evaluate new real estate business models. How to judge growth potential, identify hidden risks, and decide whether something is investable or just interesting.

📊 How to unravel and decode an emerging category
Learn how to analyse margin structure, utilization curves, OpCo/PropCo splits, operating intensity, and return hurdles. This is about understanding the engine of the business, not just the asset.

🏢 Real case studies across new asset classes
We’ll break down categories we’re actively tracking, including surf parks, outdoor hospitality, data centers, urban members clubs, golf course roll-ups, STR platforms, boutique office, and more. You’ll see what works, what breaks, when and why.

🧠 How investors actually hear your pitch
Understand what signals institutional potential versus what keeps a category stuck as niche or local. You’ll learn what makes an operator fundable, how investors price risk, and where underwriting models usually fall apart.

📚 Ongoing access to Thesis Driven resources
All participants get recordings, slides, case studies, and templates inside our private Circle community, even if you cannot attend live.

This isn’t thought leadership or a passive webinar. It’s a practical session designed to help you evaluate emerging real estate businesses with clarity and discipline, whether you’re investing, operating, or building a new platform.

🎥 The session will be recorded and shared with all participants.

👉 Reserve your spot now — space is limited, and seats are almost full.

See you there!
Brad, Paul, Kam & Victoria

ps. Use promo code “26” for 25% off your ticket!