Why Realpage Bought Cherre
Realpage is betting that decades of accumulated data can become an AI-era advantage
Best of Thesis Driven
The best of Thesis Driven: year-end retrospectives, reader mailbags and the full catalog of deep dives organized by theme. These are the annual best-of roundups, the letters readers returned to most, and the complete catalog of Thesis Driven organized by asset class, capital topic, technology and cities, so the archive can be worked through by theme rather than by date.
6 articles
A Catalogue of Everything Thesis Driven
Start here to explore our 300+ deep dives into real estate, technology, and cities
Our Ten Favorite Letters from Thesis Driven's First Year
A retrospective on the topics we've covered since September 2022
Thesis Driven Mailbag: September 2023
Answering your questions about real estate, the markets, and building companies
Seven Things I Think I Think About 2023
Plus the three most joyful real estate projects I've discovered in three months of writing Thesis Driven