Why Realpage Bought Cherre
Realpage is betting that decades of accumulated data can become an AI-era advantage
Multifamily
Multifamily and apartment investment, development and operations. Thesis Driven examines unit mix and layout decisions, value-add execution and lease-up, small multifamily, apartment operations and centralization, revenue management and rent setting, branded apartment platforms, family-sized and workforce product, and the demographics reshaping rental housing demand.
109 articles
The Least Glamorous Job in Real Estate Is Getting Sexier
As AI eliminates administrative burden and capital consolidates around scaled platforms, operational performance is becoming a primary driver of returns
The Deals Developers Are Analyzing Today | Q2 2026 Edition
A quarterly read on early-stage feasibility activity with our friends at TestFit
Why AI Property Management Software Keeps Failing
One founder's account of the structural reasons autonomous AI property management SaaS gets crushed, and what the right model actually looks like
Deep Dive: SurfaceAI
By combining computer vision with agentic AI, one platform is taking on the operational work buried in every property manager’s to-do list.
Deep Dive: WithCoverage
Insurance costs are rising across real estate portfolios, and one company is building a new model to manage them
Tenants Are Hacking the Building
Multifamily residents are using consumer AI and open tools to work around building systems and regain control of how their apartments operate
Computer Vision is Coming, and It’s Gonna Be Weird
Move over, LLMs. Computer vision is going to hit real estate even harder.
The Moneyball Playbook for Multifamily Development
A data-driven approach to unit mix, layouts, amenities, and marketing helped one Gowanus Wharf project lease faster and at higher rents in a crowded market
Your PMS Integrations Are Working. Your Data Strategy Isn't.
PMS platforms are becoming more open but most multifamily operators still lack a unified data layer across their systems
The Thesis Driven Innovation 100, 2026 | #51-100
Meet the 100 people shaping the future of the built world
AI is Coming for the Asset Manager Too
For an industry built on spreadsheets and market analysis, asset management may be the next AI target.