Why Realpage Bought Cherre
Realpage is betting that decades of accumulated data can become an AI-era advantage
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Reinventing the Tribe: RidgeRunner and the New American Village
How a new model for rural communities built on shared identity is driving both demand and backlash
The Winners and Losers of America’s Demographic Future
Falling birth rates, shifting migration, and an aging population are already reshaping demand across real estate, faster than most of the market has priced in
Deep Dive: SurfaceAI
By combining computer vision with agentic AI, one platform is taking on the operational work buried in every property manager’s to-do list.
Deep Dive: WithCoverage
Insurance costs are rising across real estate portfolios, and one company is building a new model to manage them
New Workshop: Selling Into the Real Estate Industry
For seven years at Common, I sold real estate owners and developers on two things they had every reason to
New Workshop: AI in Capital Raising
A live 2-hour workshop on using AI to source investors, build outreach campaigns, and produce institutional-grade materials
Announcing our Capital Markets Summit
A one-day, invitation-only gathering of the top investors and operators reshaping how capital flows into the built world. Presented by Thesis Driven and Bisnow.
Computer Vision is Coming, and It’s Gonna Be Weird
Move over, LLMs. Computer vision is going to hit real estate even harder.
New Workshop: C-PACE: Redefining CRE Capital Stacks
C-PACE used to live at the edge of the capital stack. A niche tool for energy retrofits, small-ticket
New Workshop: Unlocking the Value of Rural Land
For the past couple of years, I've been investing in rural land alongside Wayne Congar, founder of HUTS.
Where Real Estate Is Heading: Ten New Thesis Driven Workshops
A new lineup of upcoming sessions on AI, capital raising, student housing, placemaking, and the operating models reshaping commercial real estate