TODAY: Thesis Driven Pitch Night

Today at 3pm EDT, Thesis Driven is hosting a live event featuring 9 operators—and each pitch is 7 minutes with 3 slides each.

Short, casual pitches followed by live Q&A—moderated by Brad and Paul, joined by David Cotterman (Drake REP) and Nina Vascotto (ICONIQ). These aren't seed-stage startups. They're scaled platforms with real assets and demonstrated execution at an inflection point of meaningful growth.

This event is for accredited & institutional investors only. If you register but cannot attend, we will send you the recordings.

Operators Featured

• Karis. $1B+ deployed across powered land (2,800+ entitled acres, 500MW+ committed capacity) and cold storage (10 properties, ~1.45M SF), targeting 15%+ investor IRRs

• Westlake Realty. West Coast IOS and self storage consolidator with a $200M+ actionable pipeline targeting supply-constrained primary markets

• Ironhorn Enterprises. Manufacturing and heavy industrial platform targeting 30%+ IRR with a fully integrated operating model and off-market sourcing advantage

• CA South. Nashville developer building purpose-built, small-lot secured storage product for SMBs across the Southeast and Southwest, targeting 10% unlevered yield on cost

• Moir Park. 75 IOS properties across 27 states, consolidating into a single open-ended fund structure, led by a founder with $2B+ in alternative asset deployments

• ErvoSquare. Value-add small-bay industrial and IOS along Colorado's Front Range with select realized exits at 19–71% IRR

• Knickpoint Studios. 28 production and entertainment properties across 3 regions, acquiring soundstage assets at a generational dislocation

• Foxfield. Developing Class A shallow-bay product on underutilized East Coast infill land with ~20% unlevered project IRRs and a track record of nearly 2MSF SF across 24 assets

• Ludlow Property Group. The only institutional platform targeting self storage in America's leisure towns, a $6B addressable market where 99% of facilities are independently owned

Want to access the Niche Industrial Market Report 2026, featuring more operators and a breakdown of the 20+ sub-asset classes across a $500B+ addressable market? Download here