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
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Capital Voids & Opportunities In The Current Downturn
Lessons from past crises and three key opportunities for entrepreneurial investors this time around
Apartment Leases in 2034: Longer Terms, also Shorter
Predicting the decline of the traditional one-year lease and the rise of longer (and shorter) durations
The NSF's Emerging Innovation Engines
The government is putting $1.6 billion behind making these cities the next Huntsvilles and Menlo Parks.
The DOJ Wants to Totally Change How We Buy Homes
How a major antitrust case could change the way homes are bought and sold, opening new opportunities for investors and operators
Q&A with Aleksey Chernobelskiy | Distress in the Real Estate Market
Digging in with Aleksey from Centrio Capital Partners on the state of the market, multifamily distress, advice for real estate LPs, and more
Post-Mortem: Brexit's Impact on the UK Real Estate Market
Analysts predicted that 2016’s Brexit referendum would devastate the UK’s property market. Almost eight years in, how is it faring?
Six Themes We're Watching for 2024
AI, multifamily starts, shelter CPI, alternative financing sources, and more will shape real estate in 2024
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.
There Will Be No Multifamily Supply Crunch
Higher rates were expected to crush new multifamily supply. That's not happening and isn't on the horizon.
Autonomous Vehicles Are Finally Here. Now What?
Time to dust off those real estate and labor market takes from 2017