What's Happening in Local Land Use | Q2 2026
Tracking three months of notable land use and zoning decisions with Shovels Decisions
AI in Real Estate
AI in real estate, from pilots through to production. Thesis Driven reports on AI in underwriting and diligence, computer vision and reality capture, agentic workflows in leasing and property operations, feasibility and site analysis, data readiness and governance, what the tooling costs to run at scale, and which roles it changes.
80 articles
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Beyond Ownership: Delivering the Integrated Real Estate Experience
Rocket's acquisition of Redfin is another attempt at building the integrated real estate journey. Can AI finally make it work?
Sue Yannaccone on the Future of Brokerage, MLS Disruption, and Why Agents Aren’t Going Anywhere
Episode 22 of the Thesis Driven Leaders Series
Elise AI's Minna Song on Building the Artificial Intelligence OS for Housing—and Why Leasing Is Just the Start
EliseAI CEO Minna Song on the company's growth from leasing tool to AI platform — and why the housing industry is only the beginning.
Full Episode: Elise AI's Minna Song on Building the Artificial Intelligence OS for Housing—and Why Leasing Is Just the Start
Episode 21 of the Thesis Driven Leaders Series
What Real Estate Giants Are Saying About Technology | Q1 2025 Edition
We listened to their quarterly earnings calls so you don’t have to
Automating Land Analysis
Automation and AI are unlocking new ways to evaluate sites, potentially transforming real estate development. Here's how it works.
Deep Dive: EliseAI
EliseAI runs leasing across 2 million US apartments. What the product does, why the biggest operators keep buying it, and where the AI leasing race goes.
Inside AvalonBay’s Tech Strategy, Rukus Esi on Building the Multifamily Operating System
Episode 17 of the Thesis Driven Leader Series
The State of Modern Tenant Screening
Application fraud is rising, AI-generated documents are everywhere, and regulation is tightening. How leading multifamily operators screen applicants in 2026.
Building the Zero-Employee Property Manager
From AI to automation, centralization, and offshoring: how close are we to machines doing the property manager's job?
What Real Estate Giants Are Saying About Technology | Q4 2024 Edition
We listened to their quarterly earnings calls so you don’t have to
Who is Investing in Real Estate Tech? 1H 2025 Edition
Our updated list of firms actively investing in real estate technology companies. Is the turnaround here?