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
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Deep Dive: Algoma
For decades, feasibility analysis has been the bottleneck that kept real estate developers from moving faster. Algoma has built a platform designed to fix that.
Why AI Has Struggled to Break Into Mortgage Lending
Stacks of documents, repetitive workflows, and massive economics make mortgage lending an obvious target for AI, but adoption has been slow.
The Thesis Driven Innovation 100, 2026 | #1–15
Meet the 100 people shaping the future of the built world, Part III
Deep Dive: Ludlow Property Group & Self-Storage in America's Leisure Towns
Inside self-storage's most overlooked opportunity
The Thesis Driven Innovation 100, 2026 | #50–16
Meet the 100 people shaping the future of the built world, Part II
Deep Dive: Angeleno & Affordable Housing Development in Los Angeles
How Angeleno is structuring deals and executing projects in a market where affordable housing is notoriously difficult to build
AI is Coming for the Asset Manager Too
For an industry built on spreadsheets and market analysis, asset management may be the next AI target.
Why Great Buildings Still Struggle to Lease
What marketing and leasing audits reveal about multifamily's hidden performance problem
How Real Estate Operators Grow
A data-driven analysis of how real estate GP scale correlates with technology adoption, specialization, asset class, and more
Deep Dive: Madison International
Backing both the real estate and the operating businesses of middle-market real estate companies