🏡 Capitalizing New Housing Products Workshop

​About this event

​​A two-day interactive workshop designed for real estate sponsors, developers, and operators building and seeking to finance new, innovative housing models.

• ​​Tuesday, October 28: 12:00pm–1:30pm EDT

• ​Wednesday, October 29: 12:00pm–1:30pm EDT

​​Both sessions will be recorded.

​​Over two 90-minute live sessions, you’ll explore the evolving landscape of new housing products—from coliving and micro-apartments to ADUs, sale-leasebacks, and home-equity models—and learn how to position, structure, and fund these opportunities.

​​Participants will receive course materials, including case studies and frameworks, and gain post-course access to Circle, where we’ll share recorded videos, sample decks, capitalization templates, and investor lists.

​You’ll learn how to:

• ​​Position niche housing for scale: communicate the thesis, market data, and risk profile to different investor audiences

• ​​Identify capital partners: understand and choose the right investors for your model across family offices, real estate private equity, retail capital, and more

• ​​Structure deals for flexibility: align incentives using OpCo/PropCo models, joint ventures, single-asset syndicates, fund structures, and other creative approaches

• ​​Capitalize the OpCo: learn how to finance operating companies in a world where traditional venture capital is increasingly off the table

• ​​Address investor objections: develop practical strategies to mitigate concerns around debt financeability, fallback (“Day Two”) scenarios, and exit or liquidity

• ​​Create your capital-raising playbook: use frameworks and templates to bring unconventional housing concepts to market confidently

​​You’ll leave with actionable insight into how to fund next-generation housing models and how to get investors to believe in your thesis.

​The Workshop Will Cover:

• ​​The New Housing Landscape

  • ​Micro-apartments, coliving, ADUs, live-work, sale-leasebacks, home equity structures, and more

  • ​​Market drivers behind demographic, economic, and cultural shifts

  • ​​Case studies on how these concepts achieved (or struggled to achieve) institutional backing

• ​​Positioning Niche Housing for Scale

  • ​​Communicating the “why now” to different investor types

  • ​​Leveraging data, comps, and narratives to overcome skepticism

  • ​Framing the opportunity relative to traditional multifamily and SFR

• ​​Investor Targeting & Capital Partners

  • ​​When to approach family offices vs. real estate private equity

  • ​​Tapping into retail, crowdfunding, and platform partnerships

  • ​​Building the right investor stack for early-stage housing operators

• ​Structuring for Flexibility

  • ​​Using OpCo/PropCo, co-GPs, and revenue-share models

  • ​Aligning incentives when the model is still evolving

  • ​Balancing growth capital with asset-level financing

• ​​OpCo Capitalization Strategies

  • ​​Alternative sources of growth capital beyond venture funding

  • ​​Hybrid approaches—convertible notes, preferred equity, debt alternatives

  • ​Real-world examples of operating company capitalizations

• ​​Investor Objections & Solutions

  • ​Addressing concerns about scalability, debt financeability, and exits

  • ​​Building fallback scenarios (“Day Two” plans)

  • ​​Communicating liquidity options and downside protection

• ​​Live Workshop: Build Your Capitalization Playbook

  • ​​Map your target investors

  • ​​Draft your outreach narrative

  • ​​Refine your structure and capitalization plan with live feedback

​Format & Access

• ​​Two live sessions: Each 90 minutes, split across two days

• ​Post-workshop access: Circle community with recordings, sample decks, capitalization templates, and investor resources

​Frequently Asked Questions

​​Will students receive a copy of the materials?

​​Yes, all students will receive a copy of the materials we use.

​​I can’t make this time—will a recording be available?

​​Yes, all participants will receive access to the recordings, regardless of attendance.

​Instructor

​​Brad Hargreaves, Founder & Editor-in-Chief at Thesis Driven. Before founding Thesis Driven, Brad was the founder and CEO of Common, the largest co-living operator in the U.S., with over 7,000 units under management at the time of its sale in 2022.