Podcast
Thesis Driven Leader Series
Hosted by Brad Hargreaves, Editor at Thesis Driven · EN
At Thesis Driven, we research and write about trends in the built world. Join Thesis Driven founder Brad Hargreaves as he interviews the leading voices at the intersection of real estate, cities, innovation and technology. Guests include innovators like Zillow founder Spencer Rascoff, the renowned East Coast developer MaryAnne Gilmartin, AOL founder and real estate visionary Steve Case and many more top change makers in real estate. Check out our newsletter at https://www.thesisdriven.com/.
“Thesis Driven is the best source for substantive insight into innovative GP strategies, data-driven real estate investing, and the lesser-known stuff that makes real estate go. ” -Moses Sternstein, Random Walk
“If you like it here in the Asphalt Jungle, you'll like what Brad Hargreaves is doing over at Thesis Driven.” -Eric Weatherholtz, Asphalt Jungle
“Emerging real estate development trends” -Fed Novikov, Really Good Buildings
24episodes
Episodes
Newest firstAll episodes
Building Vibrant Cities: MaryAnne Gilmartin’s Insights for Developers, Investors and Policy Makers
Feb 21, 202400:52:48Tap to summarizeWelcome back to the Thesis Driven Leader Series! In this episode, Thesis Driven editor and host Brad Hargreaves is speaking with one of the preeminent developers of our generation, MaryAnne Gilmartin. She’s known for building Brooklyn’s Barclays Center, Atlantic Yards, and the New York Times building, to name a few. And she’s now expanding beyond New York City to develop the Baltimore Peninsula - a 177 acre project which includes 14 million square feet of new development and 40 acres of publicly accessible open space.In this interview, you’ll hear about the exciting details of her emerging new development on the Baltimore Peninsula as well as why this project is an excellent model for urban spaces - from the details of the master plan to the urban geography to the role of placemaking to the motivations of each stakeholder. MaryAnne and Brad also discuss the current development environment in New York City. MaryAnne shares her thoughts about the policies and politics that have added headwinds to new housing construction and what the city and state need to do to dig out of the housing crisis. She also shares why she’s optimistic about the city and many New York politicians and why, ultimately, she’d still bet on NYC over any other city in the world.This interview will be inspiring to any lovers of great real estate projects and development. MaryAnne has a wealth of insights on what it takes to thrive (and survive) as a developer and what key elements make a project valuable and promising. She has a palpable passion for cities and creativity and vision for the future of the built world.Excited to see you on the next episode of the Thesis Driven Leader Series - till then, check out the Thesis Driven weekly newsletter at https://www.thesisdriven.com
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What the Future of Work Means for the Future of Real Estate: A Conversation with Dror Poleg
Feb 14, 202400:53:12Tap to summarizeIn this week’s episode, Thesis Driven Editor Brad Hargreaves speaks with one of the most respected thinkers on the future of work and real estate, Dror Poleg. Dror is the author of the acclaimed books After Office (2023) and Rethinking Real Estate (2019). Through their conversation, Brad and Dror dive into how macroeconomic factors and advances in technology influence how businesses source, value and manage talent which in turn drives how we work, where we work and where we want to live. More from the episode … Why “WFH” isn’t just a pandemic trend but the most recent chapter in two decades of shifting how we distribute workforcesHow technology has fundamentally upended the linear, predictable nature with which we once approached investment expectations, upside / downside risk, talent priorities, management … and yes, office space.How this will impact the ecosystem of office real estate from how developers and owners evaluate deals to how banks underwrite risk.Why the future of office winners will not be who calculates the optimal ratio of in-office vs. WFH time but those who strategically use office space to solve (dynamically) for the specific needs of specific teams and specific times.Why the office market will start to look more like the hotel market.The critical importance of central business districts and who is getting it right.Why the better conversation is less about the future of the office but more about the extraordinary opportunities that spaces of the future will present as our work patterns and lifestyles change - and why value will accrue to the real estate leaders who move beyond increasingly outdated worldviews about urban and office spaces.Why the future of cities is still bright.Headlines and popular opinion lean “doom and gloom” on the topic but Poleg’s takes in this podcast - as in his books - will likely leave you feeling more inspired and creative about how you’re thinking about the future of work. Keep up with Dror on X or sign up for his newsletter on his website: https://www.drorpoleg.com/Excited to see you on the next episode of the Thesis Driven Leader Series - till then, check out the Thesis Driven weekly newsletter at https://www.thesisdriven.com/
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Rhett Bennett & Moses Kagan: The Most Innovative Approach (Yet) to Real Estate Investing
Feb 6, 202401:01:09Tap to summarizeRhett Bennett and Moses Kagan are co-founders at ReSeed Partners, a new firm at the frontier of real estate development and investment. They're taking a novel approach that echoes venture accelerators like Y Combinator. They're joining Brad for our first episode of the Thesis Driven Leader Series to share insights why they launched ReSeed, how they went about assembling their first cohort, what they learned, and what's on the horizon.To learn more about ReSeed Partners, visit https://reseedpartners.com/Want to get newsletters from Thesis Driven? Go to https://www.thesisdriven.com/
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Introducing the Thesis Driven Leader Series Podcast!
Feb 2, 202400:01:50Tap to summarizeWelcome to the Thesis Driven Leader Series hosted by Brad Hargreaves. The Leader Series Podcast is an accompaniment to our weekly Thesis Driven newsletter, one of Substack's top 15 business newsletters. https://www.thesisdriven.com/This podcast will feature conversations with the leading voices at the intersection of real estate, cities, innovation and the built world. We'll talk about how technology is going to shape real estate investing over the coming years, what new sectors and consumer preferences changes mean for real estate development and how entrepreneurs might be able to play to these trends.Here are some of the outstanding real estate leaders we'll speak with over the next three months:Spencer Rascoff, the Founder of Zillow, Pacaso and heyLibby. Spencer is one of the most successful tech entrepreneurs in real estate and has a wealth of insights for real estate investors and innovators alike.MaryAnne Gilmartin, the Founder and CEO of MAG. MaryAnne is one of the top real estate developers in New York City and now she's taking her show on the road and redeveloping a substantial part of downtown Baltimore.Dan Doctoroff, the founder of Sidewalk Labs and the former NYC Deputy Mayor for Economic Development and Rebuilding. Dan is the foremost expert on improving life in cities for everyone through the application of technology to solve urban problems.Please join us for 12 weekly episodes this season!
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