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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Is Energy and Building Management Tech Poised for a Big M&A Moment?
Analyzing the future of the sector
Automating Land Analysis
Automation and AI are unlocking new ways to evaluate sites, potentially transforming real estate development. Here's how it works.
Deep Dive: EliseAI
EliseAI runs leasing across 2 million US apartments. What the product does, why the biggest operators keep buying it, and where the AI leasing race goes.
The Future of Real-World Entrepreneurship
SMB is changing - here’s how and why it matters to real estate
Thesis Driven for PropTech Companies and Vendors
Building for the real estate industry? We can help.
Building Trust, Raising Capital: Juniper Square's Brandon Sedloff on Winning in Today’s Real Estate Markets
Episode 16 of the Thesis Driven Leader Series
The State of Modern Tenant Screening
Application fraud is rising, AI-generated documents are everywhere, and regulation is tightening. How leading multifamily operators screen applicants in 2026.
Era Ventures' Clelia Peters on Real Estate Tech and the Investment Landscape
Era Ventures GP Clelia Peters on investment criteria, which proptech themes she's backing, and whether VC still makes sense for real estate technology.
Reminder: State of Real Estate Tech is Live This Tuesday in NYC
Thesis Driven's latest subscriber event is happening April 8th
Building the Zero-Employee Property Manager
From AI to automation, centralization, and offshoring: how close are we to machines doing the property manager's job?