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Impact Growth Capital
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THESIS
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INSIGHTS
CONTACT
CLIENT LOGIN
THESIS
PORTFOLIO
INSIGHTS
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CLIENT LOGIN
Jesse Sells 1/6/26 Jesse Sells 1/6/26

Historic Preservation and the 29% Risk Buffer in Adaptive Reuse

Historic Preservation and the 29% Risk Buffer in Adaptive Reuse

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Jesse Sells 1/5/26 Jesse Sells 1/5/26

From Correction to Clarity: How CRE Enters 2026

From Correction to Clarity: How CRE Enters 2026

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Jesse Sells 12/22/25 Jesse Sells 12/22/25

Why 2026 Is a Defining Year for Essential Housing

Why 2026 Is a Defining Year for Essential Housing

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Jesse Sells 12/10/25 Jesse Sells 12/10/25

Fed Cuts, Then Pauses: Why Affordable Housing Fundamentals Still Matter Most

Fed Cuts, Then Pauses: Why Affordable Housing Fundamentals Still Matter Most

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Jesse Sells 12/5/25 Jesse Sells 12/5/25

The $124T Money Shift: What the Great Wealth Transfer Means for Impact Investing

The $124T Money Shift: What the Great Wealth Transfer Means for Impact

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Jesse Sells 12/3/25 Jesse Sells 12/3/25

The Policy Fight Reshaping America's Homelessness Strategy — and What It Means for Affordable Rentals

The Policy Fight Reshaping America's Homelessness Strategy

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Jesse Sells 12/1/25 Jesse Sells 12/1/25

Why Michael Burry's AI Bubble Warning Matters for Real Estate

Why Michael Burry's AI Bubble Warning Matters for Real Estate

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Jesse Sells 11/26/25 Jesse Sells 11/26/25

SNAP Program Reconstruction: A Liquidity Risk Framework for Workforce Housing

SNAP Program Reconstruction: A Liquidity Risk Framework for Workforce Housing

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Jesse Sells 11/25/25 Jesse Sells 11/25/25

The Middle Class Is Shrinking — But Not the Way You Think

The Middle Class Is Shrinking — But Not the Way You Think

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Jesse Sells 11/20/25 Jesse Sells 11/20/25

Tokenized Commercial Real Estate: The Next $4 Trillion Asset Class

Tokenized Commercial Real Estate: The Next $4 Trillion Asset Class

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Jesse Sells 8/21/25 Jesse Sells 8/21/25

LIHTC at 3.6 Million Units: How Affordable Housing Actually Gets Built

LIHTC at 3.6 Million Units: How Affordable Housing Actually Gets Built

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Jesse Sells 8/14/25 Jesse Sells 8/14/25

The $4B LIHTC Expansion: What Doubling Fannie and Freddie Caps Means for Affordable Housing

The $4B LIHTC Expansion: What Doubling Fannie and Freddie Caps Means

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Jesse Sells 8/6/25 Jesse Sells 8/6/25

Why US Family Offices Doubled Their Impact Allocation from 27% to 54%

Why US Family Offices Doubled Their Impact Allocation from 27% to 54%

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Jesse Sells 7/23/25 Jesse Sells 7/23/25

Jonathan Rose's $660M Preservation Fund and the Case for Mission-Aligned Real Estate

Jonathan Rose's $660M Preservation Fund and the Case for Mission-Aligned CRE

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Jesse Sells 7/16/25 Jesse Sells 7/16/25

Breaking Down the Financial Performance of Impact Investing

Breaking Down the Financial Performance of Impact Investing

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Jesse Sells 7/9/25 Jesse Sells 7/9/25

Big Shifts in Affordable Housing: What the One Big Beautiful Bill Act Brings

Big Shifts in Affordable Housing: What the One Big Beautiful Bill Act Brings

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Jesse Sells 6/25/25 Jesse Sells 6/25/25

Amazon's $3.6B Housing Equity Fund and the Rise of Corporate Affordable Housing

Amazon's $3.6B Housing Equity Fund and the Rise of Corporate Affordable Housing

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Jesse Sells 6/11/25 Jesse Sells 6/11/25

Tax Reform Signals a Potential Win for CRE Investors

Tax Reform Signals a Potential Win for CRE Investors

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Jesse Sells 5/28/25 Jesse Sells 5/28/25

SEC Introduces New Flexibility on Accredited Investor Verification

SEC Introduces New Flexibility on Accredited Investor Verification

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