When Will Spec Office Get Built Again?
Office demand is recovering, but speculative development in most markets remains stubbornly out of reach
What Real Estate Giants Are Saying
Each quarter the largest public real estate companies explain their technology and innovation strategy on an earnings call, and Thesis Driven reads the transcripts so operators do not have to. This recurring series covers what the major REITs and services firms say about AI, data and analytics, centralization, data center exposure and capital allocation, and how the commentary shifts quarter to quarter.
9 articles
What Real Estate Giants Are Saying About Technology | Q2 2025 Edition
We listened to their quarterly earnings calls so you don’t have to
What Real Estate Giants Are Saying About Technology | Q1 2025 Edition
We listened to their quarterly earnings calls so you don’t have to
What Real Estate Giants Are Saying About Technology | Q4 2024 Edition
We listened to their quarterly earnings calls so you don’t have to
What Real Estate Giants Are Saying About Technology | Q3 2024 Edition
We listened to their quarterly earnings calls so you don’t have to
What Real Estate Giants Are Saying About Technology | Q2 2024 Edition
We listened to their quarterly earnings calls so you don't have to
What Real Estate Giants Are Saying About Technology | Q1 2024 Edition
We listened to their quarterly earnings calls so you don't have to
What Real Estate Giants Are Saying About Technology | Q4 Edition
We listened to their quarterly earnings calls so you don't have to
What Real Estate Giants Are Saying About Technology | Q3 Edition
We listened to their quarterly earnings calls so you don't have to
What Public Real Estate Companies Are Saying About Technology
We listened to their quarterly earnings calls so you don't have to