Tomorrow: Interview with ModerNest

On Wednesday at 12pm ET, Thesis Driven is hosting a live conversation with the team behind ModerNest to break down how they wrapped the tax structure of an institutional vehicle around an asset a buyer can walk through, sleep in, and rent on Airbnb.

This event is for accredited & institutional investors only.

Last week, Thesis Driven published a deep dive on ModerNest on how every tax-advantaged real estate product that crosses a high-net-worth investor's desk looks roughly the same: an LP stake in a multifamily syndication, a passive interest in an opportunity fund, a cost-seg study stapled to an industrial deal. The mechanics work but the product is faceless and built for allocators, not for the private wealth buyer sitting on a seven-figure gain who wants capital deployed into something real.

ModerNest inverts that. It is a triple-stacked tax-advantaged vehicle where a hospitality-grade residence is the delivery mechanism, not the marketing. Both properties sit in federally designated Opportunity Zones, so eligible capital gains defer on entry and, held ten years, the appreciation comes out tax-free. A cost segregation study accelerates paper losses into year one, the same lever institutional buyers pull in multifamily, applied to a home. And the units qualify for 1031 treatment, opening the buyer pool to every investor already rotating out of a rental, a small commercial building, or a passive NNN lease.

What We'll Cover

• The OZ, bonus depreciation, and 1031 stack, and what the after-tax return profile looks like next to a conventional condo

• Why flexible ownership is the delivery mechanism that makes the tax vehicle work for private wealth buyers rather than allocators

• Inside ModerNest: hospitality-grade design, Victory Living Group operations, and the Airbnb licensing advantage in a tightening permit environment

• Nashville's population growth, tourism economics, and events pipeline, and why it's the ideal market for this model

• How ModerNest plans to scale the model beyond Nashville

Why Attend

Most tax-advantaged products ask the buyer to give up control and visibility in exchange for the structure. ModerNest is a bet that the wealthy buyer would rather own the asset outright, use it, rent it, and keep the institutional tax treatment anyway. Whether that bet holds, and whether the model travels to other high-growth tourism metros, is the conversation.

Speakers

• Heather Gustafson, ModerNest

• Paul Stanton, Thesis Driven

• Brad Hargreaves, Thesis Driven