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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The YIMBY Army Marches
Developers faced with difficult entitlements are increasingly turning to a new ally: housing advocates
Elise AI's Minna Song on Building the Artificial Intelligence OS for Housing—and Why Leasing Is Just the Start
EliseAI CEO Minna Song on the company's growth from leasing tool to AI platform — and why the housing industry is only the beginning.
Deep Dive: EliseAI
EliseAI runs leasing across 2 million US apartments. What the product does, why the biggest operators keep buying it, and where the AI leasing race goes.
The Extended Stay Hotel Play
Not quite hospitality and not quite apartments, extended stay hotels are gaining interest from operators and investors
Inside AvalonBay’s Tech Strategy, Rukus Esi on Building the Multifamily Operating System
Episode 17 of the Thesis Driven Leader Series
Full Episode: Inside AvalonBay’s Tech Strategy, Rukus Esi on Building the Multifamily Operating System
Episode 17 of the Thesis Driven Leader Series
The State of Modern Tenant Screening
Application fraud is rising, AI-generated documents are everywhere, and regulation is tightening. How leading multifamily operators screen applicants in 2026.
From Real Estate Developer to Builder of Belonging with Hall Sweeney Properties' Sean Sweeney
Episode 15 of the Thesis Driven Leader Series
Kasa's Roman Pedan on The Future of Multifamily and Flex Rentals
Roman Pedan on why Kasa thinks the apartment model is broken — and what flex rentals mean for the future of multifamily.
Making Office-to-Residential Conversions Work
A developer's firsthand account of converting a historic office building to apartments
Building the Zero-Employee Property Manager
From AI to automation, centralization, and offshoring: how close are we to machines doing the property manager's job?
The Next Generation of Multifamily Metrics
Operators are gaining insights by going beyond vacancy, renewal, and opex ratio. Here are ten metrics they're watching.