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 7)
Real Talk About Our Choices
An assessment of the policy proposals on the table from a real estate perspective
So You Want to Build Affordable Housing?
Exploring the spectrum of options for people who want to solve the housing crisis... or are just masochists
Niche Assets from our Developer & Owner Database
21 weird types of real estate assets we've come across and how each might form the core of an investment strategy
Riches in the Niches
It's not good enough to do "multifamily" or "office" any longer. Real estate sponsors must have a niche.
Why Your Favorite Real Estate Metric Is Bad (and Good)
Cap rate measures what you bought. Unlevered yield on cost measures what you built. When each return metric tells the truth—and when it lies.
Learn Real Estate with Thesis Driven
A rundown of all Thesis Driven's upcoming classes, courses, and more - online and offline
Thesis Driven Innovation 100 | #1-15
Meet the 100 people shaping the future of the built world, Part III
Thesis Driven Innovation 100 | #16-50
Meet the 100 people shaping the future of the built world, Part II