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
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Why Great Buildings Still Struggle to Lease
What marketing and leasing audits reveal about multifamily's hidden performance problem
Deep Dive: Rely
AI comes for property diligence – with major implications for real estate acquisitions
DealNav: A Story of Modern Entrepreneurship
Patrick Carino couldn’t find the CRM he needed, so he built one. Then it became a company.
Building the Zero-Employee Property Manager: A Workshop
A workshop exploring AI and automation in property management
Deep Dive: Proper
An innovative tech-enabled property management rollup built for the age of centralization
The Proptech Wars: EliseAI and Funnel Square Off
A tiff between two proptech darlings is a proxy battle for AI’s growing role, with multifamily operators stuck in the middle
Can Branded Multifamily Work?
The last bastion of unbranded consumer spend is enticing. But is it a dead end?
Seven Real Estate Predictions for 2026
Rate trajectory, multifamily supply, AI adoption, and four more calls — what Thesis Driven is betting on and against for the rest of 2026.
Was Institutional Reallocation to Multifamily a Mistake?
In the wake of the pandemic, investors aggressively shifted capital from office to multifamily. Was this a historic blunder?
What We've Learned About AI Readiness in Real Estate Today
For multifamily operators, the AI gap is shifting from technology to execution
Family Office Fireside: Partner’s Path
How the NYC-based single family office evaluates sponsors, structures repeat partnerships, and allocates capital today
How Offshoring Can Transform Real Estate Math
A first-person account of how one operator used overseas teams to scale faster, lower costs, and compete at the institutional level
