Los Angeles, 2036
A city built around cars and entertainment could be remade over the next decade by forces now transforming both
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.
We listened to their quarterly earnings calls so you don't have to
Each quarter, Thesis Driven profiles five innovative real estate companies doing interesting things
While the short-term rental sector has grown dramatically over the past decade, scale and profitability have been elusive for many operators. Can new technology & rollup opportunities change that?
Lumping a bunch of very different businesses together is good for neither entrepreneurs nor investors
Location data has dramatically improved over the past decade. How is the real estate industry taking advantage of these new insights?
Geothermal heating and cooling has rapidly gained traction among multifamily developers in Canada. Why hasn’t it taken off in the US?
EVs are rapidly gaining market share. How are developers tackling EV charging in their new and existing multifamily properties?
The consumer experience of discovering apartments and homes has been largely unchanged for over a decade. What companies and technologies might change that?
Recent advancements in generative AI have the potential to remake how real estate investments are sourced, designed, managed, and more. Today we'll separate the promising applications from the buzz.
A new generation of software tools are helping real estate investors deploy capital faster and smarter. Will they enable institutional LPs to invest in smaller deals at scale?
Covering the future of real estate and the people creating it