New Workshop: Abstract and Audit OMs with Claude
A live one-hour session on building a Claude workflow that reads any OM, populates your model, and audits the leases against it
371 articles
People Hate Data Centers. Does it Matter?
The backlash against data centers may do little to slow AI, but it could make almost everything else harder to build
Coming Soon: Thesis Driven, the Magazine
We made a print magazine! This October, Thesis Driven arrives in physical form: 72 full-color pages, filled with great
Vertical Integration is the New Hot Thing
Selling software is boring, all the cool companies are doing services now
The 2026 Niche Residential Market Report, by Thesis Driven
Introducing "Firstlook: Niche Residential 2026", a new market report. We're selecting 10-12 operators to feature.
New Workshop: Build Your Investor Deck with Claude
A live one-hour session on turning your investor deck into a reusable Claude workflow you keep
Deep Dive: AppFolio
The rise of agentic AI and recent software releases prompt hard questions about what “openness” really means
Doing Conferences the Right Way: A Tactical Workshop
Get ready for conference season with a 90-minute session on picking shows, prep, on-site execution, and follow-up
Why Realpage Bought Cherre
Realpage is betting that decades of accumulated data can become an AI-era advantage
This Budgeting Season is Gonna be Wild
Declining rents, no rate relief, and an AI pitch that hasn't delivered yet make the 2027 budget cycle the most chaotic in a generation
Who is Investing in Real Estate Tech? 2026 Edition
Our annual list of firms actively investing in real estate technology companies
Capital Markets Summit: Who's in the Room
One week out, the people building the next generation of real estate assets are gathering in one room. Thesis Driven&