Why Realpage Bought Cherre
Realpage is betting that decades of accumulated data can become an AI-era advantage
Capital Raising
Real estate capital raising for sponsors, GPs and fund managers. Thesis Driven tracks running a raise from first meeting to closed commitment, fund versus JV versus syndicate structures, co-GP and GP equity, what a first institutional check requires, building a repeatable pipeline instead of one-off closes, and the mistakes that cost sponsors a second commitment.
91 articles
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How to Work With Family Offices
Family offices are a growing source of capital for real estate operators and entrepreneurs. Here's what you need to know.
Capitalizing Boutique Real Estate in a Tough Market
How small-scale developers can get creative to finance deals despite challenging capital markets and investor inertia
Bootstrap Capital for New PropCos
Early stage $10-30mm PropCo checks are scarce, but the market is here and growing. A Q&A with Sandor Valner of PTB.
Thesis Driven Subscriber Social @ RETCON
Thesis Driven at RETCON 2024: on stage with Cortland and our first in-person subscriber gathering
Who is Still Investing in Real Estate Tech? 1H 2024 Edition
Our updated list of firms actively investing in real estate technology companies
Hot and Cold: Where Real Estate Tech Investors Want to Play in 2024
The results of Thesis Driven's biannual real estate tech investor survey
The Deals Getting Done Today: Four Snapshots of Real Transactions
Some deals are still happening in today's environment. Here's what they have in common.
From Country Clubs to Sovereign Wealth Funds
Comparing six models to fund equity for real estate projects and platforms
Thinking Like an Institutional Investor: Five Things You Need to Know
The leap from working with family offices and high net worth individuals to institutions can be daunting. Today, we'll explore how institutions make decisions.
Three Emerging Models for PropCo "Seed" Investments
Real estate investors are defining their own version of venture investing, making $10mm+ commitments to seed the real estate portfolios of emerging OpCo-PropCo sponsors. But strings are attached.
State of the Market: Interviews with Top Proptech Investors
Perspectives from real estate tech investors on the VC market, sectors of interest, and where they're making bets
Insights from Blueprint: OpCo-PropCo Models
Miss our live discussion at Blueprint? Get the takeaways from the conversation on the future of OpCo-PropCo models