ReSeed Partners’ Post

Rhett Bennett CFA and Moses Kagan joined me to discuss the progress of ReSeed Partners and the launch of Cohort 1. I stumbled upon Moses's Blog in early 2021 and it resonated with me more than anything I've seen before, if you haven't read through it, you should. Rhett and Moses are solving the biggest issues for early operators, Co-Invest Fees LP Equity Systems An experienced partner in your corner I'm confident they'll be a multi billion dollar fund in just a few years. I hope you all enjoy the show as much as I did! https://lnkd.in/gQ6fFup3 https://lnkd.in/g364B-jV

Today I spent time with the best football coach I ever played for, a new friend I met via clients from my days helping lead T3 and a buddy I met over a decade ago at a tech conference one of the smartest people I’ve ever been around started. My takeaway from the day: people matter most. While business plans, TAMs and OKRs certainly matter. They all pale in comparison to the impact the people you spend investing time in, and not in a superficial way, but authenticly care about…they matter the most of all inputs. Community, leads to expanded network opportunities, which leads to a larger funnel of people. Again, people. It’s all about people. Starting small, focused on being a positive imact in your community leads to outsized opportunities to have an audience you’ve earned to be influential with. That’s it. Keep it simple. Build communities locally, and the rest will take care of itself.

A year ago this week, we published Thesis Driven's very first letter. Since then, we've written more than 60 letters featuring interviews with more than 200 real estate operators on topics ranging from office-to-residential conversions to historic tax credits to new cities. To celebrate one year of Thesis Driven, here are some of our favorite letters from the past year: #10. Unlocking Atoms with Bits The software companies making real estate investing more scalable by leveraging large public, private, and proprietary data sets. Full letter: https://lnkd.in/e7xyW9hV #9. ‘PropTech’ Needs to Die The second of a two-part series exploring the future of financing innovation in the built world, it digs into how 'PropTech' as a concept causes problems. Full letter: https://lnkd.in/etm5y_y7 #8. Where are the New Cities? There is no domain of real estate investing as ambitious—or insane—as the creation of new cities. Where are they being built today?  Full letter: https://lnkd.in/e_DFGvXf #7. What Branding Means for Twenty-First Century Real Estate (by Karen Zabarsky Blashek) This letter dives into how real estate developers are using branding to create new identities of place. Full letter: https://lnkd.in/eB4iuvCZ #6. Everything You Need to Know About Raising a PropCo This letter digs into PropCo models from an operator’s point of view, including key structuring questions and fundraising tips. Full letter: https://lnkd.in/ezpam4xv #5. The Rise of Car-Light Communities This week's letter explores “car-light” communities that prioritize walkability and density over parking and speed. Full letter: https://lnkd.in/ei2XgFWy #4. On the New City in Solano County This letter discusses California Forever, the group behind a proposed new city in Solano County, California. Full letter: https://lnkd.in/e2iquBbJ #3. Small Multifamily Real Estate (by Michael Falgione) This letter dives into the world of small multifamily real estate investing. Full letter: https://lnkd.in/e3k3RtVf #2. ReSeed and the Accelerator Model This letter explores the potential of real estate accelerator programs like ReSeed, which hopes to give real estate entrepreneurs a boost while helping large investors access sub-institutional deals. Full letter: https://lnkd.in/eKtaKYyG #1. The Curious Case of Colony Ridge This letter explores Terrenos Houston, a large-scale master-planned development in east Texas. Full letter: https://lnkd.in/ezyY7Mp2 Excited for the next year and many more letters to come! Thank you to our many loyal subscribers for making Thesis Driven happen.