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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What Real Estate Giants Are Saying About Technology | Q2 2025 Edition
We listened to their quarterly earnings calls so you don’t have to
See Thesis Driven at Blueprint 2025
We're back hosting this year's Vision Stage featuring top developers and their projects
New Frontiers in Site Sourcing
New technologies are rapidly changing how homebuilders and developers are finding sites
Who is Investing in Real Estate Tech? 2H 2025 Edition
Our updated list of firms actively investing in real estate technology companies
Top AI Questions Every Real Estate Executive Is Asking Right Now
What operators are actually asking about AI — not what they're saying in panels, but what they're figuring out on the ground right now.
Big Data Comes for Net Lease Real Estate
How better technology and data availability is transforming the single tenant real estate market
The Rise of Shippable Microfactories
Prefab has failed for decades by building in one place and shipping everywhere. Microfactories flip the model — and the early economics look different.
AI Comes for Feasibility
A new generation of tech companies are upending the traditional real estate feasibility analysis
Beyond Ownership: Delivering the Integrated Real Estate Experience
Rocket's acquisition of Redfin is another attempt at building the integrated real estate journey. Can AI finally make it work?
Elise AI's Minna Song on Building the Artificial Intelligence OS for Housing—and Why Leasing Is Just the Start
EliseAI CEO Minna Song on the company's growth from leasing tool to AI platform — and why the housing industry is only the beginning.
Full Episode: Elise AI's Minna Song on Building the Artificial Intelligence OS for Housing—and Why Leasing Is Just the Start
Episode 21 of the Thesis Driven Leaders Series
What Real Estate Giants Are Saying About Technology | Q1 2025 Edition
We listened to their quarterly earnings calls so you don’t have to