Why Realpage Bought Cherre
Realpage is betting that decades of accumulated data can become an AI-era advantage
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.
And the roles they all play in Thesis Driven’s newest course
Family offices are a growing source of capital for real estate operators and entrepreneurs. Here's what you need to know.
Converting vacant office buildings to residential seems obvious, but the reality is much more complex. When do conversions actually make sense?
Over the past six years, Choppin has built over 500 units of multigenerational housing, an overlooked - and lucrative - typology
Want to better understand real estate? Every week, we'll break down a big piece of news from the commercial real estate world.
Five steps to turning a novel real estate product into a new, institutional-grade asset class.
Buy wholesale, sell retail: the lucrative world of land speculation, entitlement, and subdivision
The rise of digital streaming has put sound stages - a niche real estate asset class - onto the main stage. Let’s meet the developers building it.
Thesis Driven at RETCON 2024: on stage with Cortland and our first in-person subscriber gathering
Armed with a $450M PropCo, coliving operator Cohabs is buying and building across the US and Europe
Exploring the recent emergence of "SFL" as an asset class, bringing opportunities and challenges alike for real estate investors
We're kicking off our first season of a podcast + video series featuring interviews with leading voices at the intersection of real estate, cities, innovation and the built world
Covering the future of real estate and the people creating it