Why Realpage Bought Cherre
Realpage is betting that decades of accumulated data can become an AI-era advantage
Financial Innovation
Financial innovation in real estate, where new products are built in the capital structure rather than the building. Thesis Driven dives into home equity agreements and shared appreciation, sale-leasebacks and rent-to-own, fractional and co-ownership models, security deposit alternatives and guarantor products, lease securitization, secondary markets for private real estate, and tokenized ownership.
25 articles
Deep Dive: Algoma
For decades, feasibility analysis has been the bottleneck that kept real estate developers from moving faster. Algoma has built a platform designed to fix that.
Why AI Has Struggled to Break Into Mortgage Lending
Stacks of documents, repetitive workflows, and massive economics make mortgage lending an obvious target for AI, but adoption has been slow.
The Thesis Driven Innovation 100, 2026 | #1–15
Meet the 100 people shaping the future of the built world, Part III
The Thesis Driven Innovation 100, 2026 | #50–16
Meet the 100 people shaping the future of the built world, Part II
Tokenized Real Estate: Separating Opportunity from the Hype
After years of false starts and regulatory confusion, a few serious projects are pointing toward what this technology can actually deliver for real estate
How Rating Agencies Shape CRE Prices
The below-the-surface assessments of a handful of powerful firms influence borrowing costs, capital flows, which deals get financed—and which don't
Funding Pre-Development Costs
Developers have more options than ever to capitalize early deal expenses. Here's why that matters.
Financing Innovative Operating Concepts Through Securitization
Can a new lease securitization concept solve the OpCo capitalization problem?
The REIT Revolution: Bridging Public Markets and Real Estate
Is the REIT a solution to real estate capital markets woes?
If Wall Street Gets the Boot
Rising populism threatens to end institutional SFR as we know it. What happens next and who are the likely winners and losers?