Why Realpage Bought Cherre
Realpage is betting that decades of accumulated data can become an AI-era advantage
Macro
Real estate macro analysis covering the forces that set the cycle: interest rates and capital flows, demographics and migration, policy, construction costs, and distress. Thesis Driven publishes annual predictions and themes, state-of-the-market reads across sectors, and the second-order effects most of the industry prices late.
55 articles
(Page 3)
How Autonomous Vehicles Will Reshape Hospitality
Addressing the under-appreciated implications of broad Level 4 autonomy
Five Trends Shaping the Real Estate Capital Markets in 2025
Changes on the horizon and what’s driving them
Trust and the Future of Multifamily Fraud
Declining social trust has created a multifamily fraud arms race. Are private renter networks the future?
The Semiotic Future of Real Estate
In a world of abundance and self-selection, may the dankest meme win
Real Talk About Our Choices
An assessment of the policy proposals on the table from a real estate perspective
Saving the Planet: Money, Marketing, and Regulations
Sustainability Trends and Insights from Blueprint 2024
Is the MLS Doomed?
With Clear Cooperation in the crosshairs, many believe the end is nigh for centralized residential listings
How AI and the Energy Transition are Redefining Real Estate Value
Understanding how the energy problems posed by AI could reshape the built world
What the NAR Settlement Means for the Residential Ecosystem
Predicting the impact on agents, commissions, and more
On Civil War
Thoughts on sorting, polarization, and what it all means for real estate and America. Happy July Fourth.