Thesis Driven Leader Series Podcast By Brad Hargreaves Editor at Thesis Driven cover art

Thesis Driven Leader Series

Thesis Driven Leader Series

By: Brad Hargreaves Editor at Thesis Driven
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About this listen

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

Thesis Driven 2024
Economics
Episodes
  • From Sand Dunes to Smart Growth: Casey Roloff’s Vision for Seabrook and the New American Dream
    May 11 2025

    Casey Roloff is the visionary behind Seabrook, Washington—a purpose-built, walkable town inspired by new urbanist principles and over two decades in the making.

    In this episode, he shares how low leverage, long-term thinking, and a deep respect for timeless town design helped Seabrook survive market cycles and become a model for a new kind of American development.

    We also dive into his vision for scaling this movement, his take on car-centric suburbia, and what it will take to make great places accessible to the next generation of homeowners.

    The Thesis Driven Leader Series is made possible with the support of Neutral. Neutral is redefining multifamily real estate with a focus on sustainability, resident health and well-being. For example, Neutral is building the tallest mass timber and Passive House residential building in the U.S with a state-of-art wellness club in Milwaukee. Beyond environmental impact, Neutral offers investors access to substantial sustainable tax credits and deductions. Accredited investors can explore available opportunities at invest.neutral.us or connect directly with their team to learn more.

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    43 mins
  • Inside AvalonBay’s Tech Strategy: Rukus Esi on Building the Multifamily Operating System
    May 4 2025

    What does it take to build a world-class tech strategy inside one of America’s largest multifamily REITs? Rukus Esi, the Chief Digital Officer at AvalonBay Communities and today’s guest, is in the driver’s seat. From centralization and AI to predictive maintenance and PropTech fatigue, Rukus joins us to share how AvalonBay vets new technology, pilots solutions across 90,000+ units, and stays ahead in a rapidly evolving PropTech landscape. If you’re building for—or operating in—multifamily, this is a must-listen about what it takes to deploy and scale technology in real estate.

    The Thesis Driven Leader Series is made possible with the support of Neutral. Neutral is redefining multifamily real estate with a focus on sustainability, resident health and well-being. For example, Neutral is building the tallest mass timber and Passive House residential building in the U.S with a state-of-art wellness club in Milwaukee. Beyond environmental impact, Neutral offers investors access to substantial sustainable tax credits and deductions. Accredited investors can explore available opportunities at invest.neutral.us or connect directly with their team to learn more.

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    38 mins
  • Building Trust, Raising Capital: Juniper Square's Brandon Sedloff on Winning in Today’s Real Estate Markets
    Apr 27 2025

    Real estate capital markets are undergoing a tremendous transformation, with tried-and-true strategies no longer offering the opportunities they once did. Today’s guest, Brandon Sedloff, has a unique perspective on the changes afoot.

    As Chief Real Estate Officer at investment management software platform Juniper Square, Sedloff has a special view of the real estate investment landscape. In today’s episode, he’ll share some of those insights and dig into the changes on the horizon.

    This episode covers Juniper Square’s journey–where Sedloff was employee #5–as well as the state of the capital markets, evolutions in the investment management world, and advice for real estate sponsors hitting the fundraising trail.

    Sedloff has a perspective unlike any other, so you won’t want to miss this conversation.

    The Thesis Driven Leader Series is made possible with the support ofNeutral. Neutral is redefining multifamily real estate with a focus on sustainability, resident health and well-being. For example, Neutral is building the tallest mass timber and Passive House residential building in the U.S with a state-of-art wellness club in Milwaukee. Beyond environmental impact, Neutral offers investors access to substantial sustainable tax credits and deductions. Accredited investors can explore available opportunities atinvest.neutral.us orconnect directly with their team to learn more.

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    45 mins
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