Thesis Driven’s Buy Box series is only for accredited & institutional investors seeking to find the entrepreneurs and projects shaping the future of the built world.
In this edition, Brad & Paul put on their “institutional investor” hats and do a deep dive on the business model of Giovanni Bonelli Group and their winery & villa investment platform.
Join the investor deep dive next Thursday, September 11th (Register here)

About the Event
📅 Date & Time: Thursday, September 11th | 3:00 PM – 4:00 PM ET
​🎙️ Hosted by: Thesis Driven
​🎯 Audience: Accredited & Institutional investors
📍 Location: Virtual (Zoom)
From Napa to Tuscany, wine estates have always promised beauty—but rarely delivered investability. Now a new platform is merging old-world charm with modern hospitality, institutional alignment, and flywheel economics.
Join us for a 60-minute deep dive with Michael Kennedy, founder of Giovanni Bonelli Group (GBG)—an operator-led venture acquiring and repositioning historic Mediterranean wine estates into boutique hotels, fractional residences, and branded wine DTC platforms.
GBG isn’t a listings service—it’s a full-stack execution engine: design, development, hotel ops, wine production, membership club, and lifestyle programming—all under one banner. Early projects across Tuscany are already underway, blending heritage and yield across three models: IRR-driven SPVs, fractional lifestyle ownership, and full estate + brand acquisition.
In this session, Brad & Paul of Thesis Driven will join Michael to unpack GBG’s investor model, walk through live deals, and explore how the next wave of experiential hospitality may be shaped by DTC wine, legacy real estate, and club-first brand strategy.
What We’ll Cover
Why wine-country real estate is mispriced, under-operated, and now investable
How GBG converts estates into hotels, fractional products, and DTC flywheels
The 3-track investor structure: SPV yield, lifestyle fractions, full-ownership
The role of design, club programming, and hospitality in brand-building
How institutional investors are thinking about heritage real estate + hospitality rollups
Speakers Include
The Founder
Micheal Kennedy, Giovanni Bonelli Group
The "Institutional Investors"
​Paul Stanton, Thesis Driven
​Brad Hargreaves, Thesis Driven
🎟️ Register now to see how legacy estates, curated hospitality, and investor-aligned structures are converging in the Giovanni Bonelli Group platform.​