🚤 Scaling Niches into Durable Platforms: A Deep Dive on Drake Real Estate Partners
📅 Date & Time: Wednesday, September 24th, 3:00 PM EDT
🎙️ Hosted by: Thesis Driven
🎯 Audience: Accredited & Institutional investors
Description
At Thesis Driven, we love niches. And few investors have built a franchise around them quite like Drake Real Estate Partners.
Drake specializes in the parts of the market that larger managers can’t reach—$5–20 million equity checks, secondary and emerging markets, and property types like industrial outdoor storage, manufactured housing, and student housing. These are sectors that demand hands-on execution, where inefficiencies and operational complexity translate into higher, more durable yields.
Most of the time, we highlight the operators executing these strategies on the ground. But behind them is Drake—an entrepreneurial capital partner underwriting the risk, structuring the deals, and scaling these niche opportunities into institutional platforms.
What you’ll learn
We’ll break down Drake’s approach to real estate investing, covering:
Drake’s niche investment model — why $5-20M equity checks in overlooked markets are their sweet spot
Thematic playbooks — from industrial outdoor storage to manufactured housing and distress-driven opportunities
The team and platform — how David Cotterman, Nicolas Ibáñez, and Jonathan Garonce built Drake into a franchise around market inefficiencies
Operator partnerships — what operators should know about working with Drake, and how programmatic relationships set them apart
Illustrative deals — examples across multifamily, industrial, and IOS that show the playbook in action
Why attend
Drake has built a differentiated model by combining institutional rigor with entrepreneurial flexibility. Their track record—20%+ net realized IRR and 1.9x multiple over more than a decade—has been achieved by backing sharp-shooter operators in sectors where complexity creates yield.
This conversation will give investors an inside look at how one of the most consistent niche-focused firms in private equity real estate operates, and where they see opportunity today.
Speakers include:
David Cotterman, Co-Founder & CIO, Drake Real Estate Partners
Jonathan Garonce, Partner & Head of Asset Management, Drake Real Estate Partners
Brad Hargreaves, Founder & Editor in Chief, Thesis Driven
Paul Stanton, Partner, Thesis Driven & Partner, PTB
🎟️ Register now to see how niche strategies, entrepreneurial operators, and aligned capital come together in the Drake Real Estate Partners model.