Why Realpage Bought Cherre
Realpage is betting that decades of accumulated data can become an AI-era advantage
Real Estate Investment
Real estate investment strategy across asset classes, with an emphasis on the niches institutional capital has not yet picked over. Thesis Driven dives into operator deep dives and sponsor profiles, buy box construction, niche and alternative asset classes, what it takes for a novel product to institutionalize, off-market and distressed sourcing, and the yield and risk tradeoffs behind each strategy.
151 articles
AI for Real Estate Acquisitions
We've been building AI acquisitions agents with real estate GPs. On August 13, we're opening the hood in a live 2-hour workshop
Investing in Australia
EG is applying the American real estate private equity playbook to Australia, starting with medical office
Who is Investing in Real Estate Tech? 2026 Edition
Our annual list of firms actively investing in real estate technology companies
The Marketplaces of the Future
Predicting six new real estate marketplaces to rise over the next decade
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
Timber's Fastest Asset
World Tree Technologies is using a quick-growing hardwood to compress decades-long timber cycles into an investable real estate timeframe
Reinventing the Tribe: RidgeRunner and the New American Village
How a new model for rural communities built on shared identity is driving both demand and backlash
The Micro-Resort Capital Gap
Small, founder-led experiential resorts are achieving high occupancy and premium pricing, but they don’t fit traditional capital models.
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
Deep Dive: CERES & Culinary-Centric Residential Communities
How CERES is bringing the European “gourmet cluster” model to U.S. residential development, with food and culinary culture at the center of daily life