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
(Page 10)
Multifamily and Hospitality: More Than Friends?
Multifamily and hospitality are getting closer. Are the sectors on a path to come together, or will structural challenges stand in the way?
Announcing Thesis Driven’s First Course: Fundamentals of Commercial Real Estate
A two-day bootcamp for proptech employees to get up to speed on the commercial real estate industry and how it works.
Scattered Site Student Housing
Small buildings near campus have long been neglected by real estate investors. That's beginning to change.
Going to the Source: Five Strategies for Finding Off-Market and Distressed Assets
In a difficult market, finding true off-market opportunities can be the only way to get deals done. What tactics can investors use to find them?
Six Themes We're Watching for 2024
AI, multifamily starts, shelter CPI, alternative financing sources, and more will shape real estate in 2024
The Case for Small Multifamily
Why the small multifamily residential class is positioned to pick up where single-family rentals left off
Why Managing Real Estate is So Challenging
Managing real estate seems simple, but the challenges are real. Here is what aspiring owners, operators, and managers need to know.
Single-Family Rentals on Steroids
How investors are enhancing yields via new consumer financial products and operating models.
Fundamental Cap Rate Analysis: The Flex Stay Example
How should novel concepts like flex stay apartments be priced? A deep dive into fundamental cap rate analysis
Announcing the Thesis Driven Developer Database
We're documenting the universe of real estate developers and what they're each building
The Fundamentals of Tax Credit Development
Experienced real estate developers know how to leverage tax credits to make their projects pencil. Here's what you need to know about them.