Why Realpage Bought Cherre
Realpage is betting that decades of accumulated data can become an AI-era advantage
Housing & Urban Policy
Housing and urban policy: the politics, the legislation and what it does to supply. Thesis Driven reports on state pro-housing bills and what they actually delivered, the abundance movement and the backlash to it, preemption fights between states and cities, rent regulation and tenant protection, subsidy and tax policy, court rulings that reset the ground rules, and why affordability keeps outrunning production.
53 articles
Reinventing the Tribe: RidgeRunner and the New American Village
How a new model for rural communities built on shared identity is driving both demand and backlash
To Mod or Not to Mod?
The U.S. modular construction industry has struggled for decades without a large-scale institutional buyer. The Department of Defense may be changing that.
What's Happening in Local Land Use | Q1 2026
Tracking the past three months of notable land use and zoning decisions with Shovels Decisions
Deep Dive: Angeleno & Affordable Housing Development in Los Angeles
How Angeleno is structuring deals and executing projects in a market where affordable housing is notoriously difficult to build
California’s New City Might Actually Happen
An update on California Forever’s plans to build a 400,000-person city in Solano County
The State of the US Housing Market in Ten Charts
Supply, prices, rate lock-in, and migration — ten charts on the US housing market and what each trendline means for operators making decisions right now.
What’s Happening in Local Land Use | Q1 2026
Tracking the past three months of notable land use and zoning decisions
Subscriber Event: Housing Affordability and Connectivity
Tackling NYC's biggest challenges in a live event on December 4th
What’s Happening in Local Land Use | Q4 2025
Tracking the past three months of notable land use and zoning decisions