Why Realpage Bought Cherre
Realpage is betting that decades of accumulated data can become an AI-era advantage
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New Workshop: Evaluating 2026’s Emerging Real Estate Concepts
Brad and Paul break down the hottest emerging asset class trends & business models
Seven Real Estate Predictions for 2026
Rate trajectory, multifamily supply, AI adoption, and four more calls — what Thesis Driven is betting on and against for the rest of 2026.
Was Institutional Reallocation to Multifamily a Mistake?
In the wake of the pandemic, investors aggressively shifted capital from office to multifamily. Was this a historic blunder?
Build in Public: CapitalStack in 2026
What we’ve learned about improving access to real estate equity investors, and what we’re building next
What We've Learned About AI Readiness in Real Estate Today
For multifamily operators, the AI gap is shifting from technology to execution
Family Office Fireside: Partner’s Path
How the NYC-based single family office evaluates sponsors, structures repeat partnerships, and allocates capital today
Thesis Driven Education: What We Built in 2025 and the Q1 2026 Schedule
More depth, new formats, and a broader real estate lens
Deep Dive: Lev
AI is changing the way deals happen outside of real estate. Can Lev bring CRM magic to commercial operators and brokers?
It’s Here! Your Exclusive 2026 Real Estate Events Handbook
What are the CRE conventions worth traveling for next year, and which are the ones to skip? Check out the results of our annual readers’ poll for real answers
Real Estate Finance 101: A New Two-Day Workshop
A new workshop for real estate professionals ready to build real world fluency in the metrics, models, and incentives that actually drive value