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Draymoor Ventures
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Draymoor Ventures
Investment Thesis Steven Bickers 9/16/26 Investment Thesis Steven Bickers 9/16/26

What Oil and Gas Cycles Teach Us About Industrial Property

Learn how DV separates durable industrial utility from peak-cycle speculation in oil- and gas-linked Southwest markets.

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Investment Thesis Steven Bickers 9/15/26 Investment Thesis Steven Bickers 9/15/26

Own the Infrastructure Around the Boom

DV explains why service, storage, contractor, and industrial properties may offer a more durable way to participate in data center growth.

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Investment Thesis Steven Bickers 9/14/26 Investment Thesis Steven Bickers 9/14/26

The Border Is a Production Network, Not a Line

See how two-way U.S.–Mexico manufacturing flows shape DV's approach to cross-border industrial real estate in Texas and Arizona.

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Investment Thesis Steven Bickers 9/13/26 Investment Thesis Steven Bickers 9/13/26

Follow the Freight

See how port disruption, freight rerouting, and distribution bottlenecks shape DV's approach to resilient industrial real estate.

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