Why Realpage Bought Cherre
Realpage is betting that decades of accumulated data can become an AI-era advantage
Proptech
Real estate technology and proptech innovation, covering the software, hardware and data changing how buildings get built, financed and run. Thesis Driven tracks systems of record and property management platforms, point solution consolidation, integration and data infrastructure, marketplaces, and how technology shifts cost advantage between operators.
128 articles
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Small Loans, Big Tech
Meet the companies bringing new approaches to unlocking the debt market for small real estate deals in multifamily and more
Five Things Real Estate Should Learn from Other Industries
Lessons from e-commerce, Biglaw, for-profit education, entertainment and more
Who is Still Investing in Real Estate Tech? 1H 2024 Edition
Our updated list of firms actively investing in real estate technology companies
Hot and Cold: Where Real Estate Tech Investors Want to Play in 2024
The results of Thesis Driven's biannual real estate tech investor survey
The Future of the Property Management System
Platforms like Yardi, Entrata, and AppFolio are at the center of real estate tech. But key questions around AI, platform openness, and upstarts loom on the horizon.
What Real Estate Giants Are Saying About Technology | Q3 Edition
We listened to their quarterly earnings calls so you don't have to
Solving the Construction Worker Shortage
The US has a shortage of more than half a million construction workers, and the problem is only getting worse. Who is trying to fix it?
Centralizing & Offshoring Operations
Moving tasks from the leasing office to Luzon is perhaps the biggest trend in real estate operations today
State of the Market: Interviews with Top Proptech Investors
Perspectives from real estate tech investors on the VC market, sectors of interest, and where they're making bets
Who is Still Investing in Real Estate Tech?
While the real estate tech venture market has cooled, we found at least 30 proptech-focused VCs still writing checks in summer 2023. Here are all of them.
What Public Real Estate Companies Are Saying About Technology
We listened to their quarterly earnings calls so you don't have to
Five Real Estate Tech Companies Doing Interesting Things | Q3 Edition
Each quarter, Thesis Driven profiles five innovative real estate companies doing interesting things