Deep Dive: Real Property Captive
As real estate's insurance-cost crisis grows, captives gain popularity and embrace membership-club selectivity
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.
A generation of startups have real revenue but little cash flow or growth... and a heavy VC pref stack. The party's over; who cleans up the mess?
Antitrust litigation has exposed fundamental questions about revenue management - and fueled the rise of new players
Real estate operators are overwhelmed with tech tools. Is the "app store" the future of proptech?
How close are we to machines doing a real estate developer's job?
A taxonomy of the technologies, approaches, and startups of the modular building ecosystem
Addressing the under-appreciated implications of broad Level 4 autonomy
Trends and lessons from the evolution of real estate tech in Latin America's largest market
We listened to their quarterly earnings calls so you don’t have to
Today’s Thesis Driven is a guest letter by Isabelle Granahan-Field, an investor at Camber Creek. Camber Creek is
Wi-Fi has become an essential part of multifamily. Is it just another amenity, or something much more?
Declining social trust has created a multifamily fraud arms race. Are private renter networks the future?
Covering the future of real estate and the people creating it