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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The Modular Construction Landscape
A taxonomy of the technologies, approaches, and startups of the modular building ecosystem
How Autonomous Vehicles Will Reshape Hospitality
Addressing the under-appreciated implications of broad Level 4 autonomy
A Look Overseas: The Brazilian Real Estate Tech Ecosystem
Trends and lessons from the evolution of real estate tech in Latin America's largest market
What Real Estate Giants Are Saying About Technology | Q3 2024 Edition
We listened to their quarterly earnings calls so you don’t have to
The AI Revolution in Commercial Real Estate
Today’s Thesis Driven is a guest letter by Isabelle Granahan-Field, an investor at Camber Creek. Camber Creek is
Multifamily Wi-Fi: Digital Infrastructure or Another Amenity?
Wi-Fi has become an essential part of multifamily. Is it just another amenity, or something much more?
Trust and the Future of Multifamily Fraud
Declining social trust has created a multifamily fraud arms race. Are private renter networks the future?
How to Build a Property Management System from Scratch
The Story of Ender and what it means for the PMS landscape
Is the MLS Doomed?
With Clear Cooperation in the crosshairs, many believe the end is nigh for centralized residential listings
Thesis Driven Innovation 100 | #1-15
Meet the 100 people shaping the future of the built world, Part III
Thesis Driven Innovation 100 | #16-50
Meet the 100 people shaping the future of the built world, Part II