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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Catching the (Manmade) Wave
Technological advancements are democratizing the sport of surfing and creating a new leisure-anchored asset class: surf parks
Capitalizing Emerging Real Estate with Cloudland
PropCo seed investors back niche real estate operators before they have institutional track records. Cloudland is building this category from scratch.
Meet the Tech Entrepreneurs Aiming to Revive American Downtowns
Entrepreneurs are revitalizing downtown Detroit and Atlanta. Can the model be copied elsewhere?
Automating Land Analysis
Automation and AI are unlocking new ways to evaluate sites, potentially transforming real estate development. Here's how it works.
The Extended Stay Hotel Play
Not quite hospitality and not quite apartments, extended stay hotels are gaining interest from operators and investors
From Sand Dunes to Smart Growth: Casey Roloff’s Vision for Seabrook and the New American Dream
Casey Roloff built Seabrook from nothing — no institutional backing, no master developer. The model, the financing, and what it actually took.
Full Episode: From Sand Dunes to Smart Growth: Casey Roloff’s Vision for Seabrook and the New American Dream
Episode 18 of the Thesis Driven Leader Series
Where Healthcare Meets Housing
A new generation of operators are boosting returns by marrying Medicaid and real estate
From Real Estate Developer to Builder of Belonging with Hall Sweeney Properties' Sean Sweeney
Episode 15 of the Thesis Driven Leader Series
Kasa's Roman Pedan on The Future of Multifamily and Flex Rentals
Roman Pedan on why Kasa thinks the apartment model is broken — and what flex rentals mean for the future of multifamily.