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 4)
The Art & War of Placemaking and Real Estate Development
A firsthand account of making real estate magic happen in Silicon Valley by real estate development veteran Steve Edwards
Deep Dive: Giovanni Bonelli Group
Deep Dive into Giovanni Bonelli Group, an investment platform for Mediterranean wineries, villas & hotels
Who is Investing in Real Estate Tech? 2H 2025 Edition
Our updated list of firms actively investing in real estate technology companies
Big Data Comes for Net Lease Real Estate
How better technology and data availability is transforming the single tenant real estate market
The Rise of STR Micro-Brands
How purpose-built rentals designed for a single tribe–like Birdie Houses’ group golf trips–can triple ADRs
Assessing Small Multifamily Markets
An operator's analysis of the best places to buy small multifamily buildings
On Outdoor Hospitality
The asset class tapping the $20 billion US camping market is entering its next phase