
Thesis Driven Leader Series
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
Latest episodes

23 snips
Apr 17, 2024 • 56min
Secrets of a Placemaker: Our Interview with Stephanie Blake
Stephanie Blake, CEO of Skylight, discusses placemaking activations to bring vibrancy and community to real estate. She emphasizes the importance of studying the history and context of spaces. Skylight's projects include NY Fashion Week, food festivals, and concerts, creating extraordinary experiences in unique spaces.

7 snips
Apr 10, 2024 • 48min
Zillow Founder Spencer Rascoff on Building & Investing in the Future of Proptech
Real estate tech pioneer Spencer Rascoff discusses the future of Proptech, opportunities in real estate, the impact of AI, and his experience as an investor. The conversation touches on the DOJ lawsuit, entrepreneurial ventures, fractional ownership, climate change, and future trends in real estate technology.

Apr 3, 2024 • 46min
Rise of the Rest: the Thesis Driving Steve Case
Steve Case, a tech pioneer, discusses 'The Rise of the Rest' investing thesis focusing on cities outside traditional tech hubs. Topics include rising cities, policy-driven startups, and real estate innovation. Case's vision for economic growth and job creation in diverse locations is explored.

Mar 27, 2024 • 55min
Proptech Then and Now: Insights and Advice from Founder Caren Maio
Caren Maio, proptech expert, shares insights on differentiating startups in today's tech-savvy real estate market. She discusses common mistakes of real estate tech companies, advice for entrepreneurs, and the fundraising environment. Her practical insights are valuable for product leaders in any tech startup.

Mar 20, 2024 • 1h 7min
A Vision for Cities: A Conversation with Dan Doctoroff
Dan Doctoroff shares his 30-year journey shaping NYC with projects like Highline and Hudson Yards. He discusses tackling complex initiatives, advice for entrepreneurs, and the importance of storytelling. The conversation ends with his dedication to ALS research and funding.

Mar 13, 2024 • 1h
Investor Dave Eisenberg on Founding, Funding and Growing Proptech Startups
Investor Dave Eisenberg discusses the challenges of decoupling investment in real estate tech startups, the importance of humility in founders, and the need for a balanced investment approach in the proptech industry. The podcast also explores innovative home buying solutions, the future of cities with technology and sustainability, and the impact of urban regulations on city transformation.

4 snips
Mar 6, 2024 • 48min
The Past, Present & Future of Real Estate Crowdfunding with RealtyMogul Founder Jilliene Helman
Jilliene Helman, founder of RealtyMogul, discusses the success of real estate crowdfunding, reaching $1 billion in investments, educating new customers, unique landscape of real estate investing, and the importance of individual investors. The conversation explores strategic decisions, challenges in serving retail vs institutional investors, recent acquisitions in the industry, and the impact of AI in real estate investment. They also touch upon the Crowd Street Nightingale fiasco, entrepreneur advice, future of AI, rent control impact, and city investment preferences.

Feb 28, 2024 • 1h 1min
How to Build a City from Scratch: A Conversation with Jan Sramek, Founder of California Forever
Discover how Jan Sramek is building a new city in California with $900 million from Silicon Valley, facing challenges like regulatory hurdles and a November ballot. Topics include housing solutions, transportation strategies, winning investors, and design for a sustainable urban center.

36 snips
Feb 21, 2024 • 53min
Building Vibrant Cities: MaryAnne Gilmartin’s Insights for Developers, Investors and Policy Makers
MaryAnne Gilmartin discusses the Baltimore Peninsula project, urban development challenges in NYC, honoring unsung heroes in real estate, and the impact of AI on sustainable cities.

44 snips
Feb 14, 2024 • 53min
What the Future of Work Means for the Future of Real Estate: A Conversation with Dror Poleg
Thesis Driven Editor Brad Hargreaves speaks with Dror Poleg, an influential thinker on the future of work and real estate. They discuss the impact of remote work, the nonlinear economy, the rise of branded operators in the office market, Japan as a model for cities and economies, the global impact of remote work and AI on income distribution, the future of work winners, potential changes to real estate policies, and the impact of AI on the built world.