Real estate data and analytics, from parcel and location data to operational reporting. Thesis Driven tracks data providers and the CRE data value chain, location and foot traffic data, feasibility and permit data as leading indicators, unified data warehouses and the readiness AI tooling depends on, forward-looking metrics beyond vacancy and opex ratio, and analytics as a source of edge.
A new generation of software tools are helping real estate investors deploy capital faster and smarter. Will they enable institutional LPs to invest in smaller deals at scale?
