Why Realpage Bought Cherre
Realpage is betting that decades of accumulated data can become an AI-era advantage
The Future of Office
Office real estate and the future of the workplace. Thesis Driven tracks flex and managed office models, the bifurcation between prime and obsolete stock, office conversions and alternative uses, office condos, tenant experience and amenity strategy, distressed office pricing, and what return-to-office patterns mean for demand.
34 articles
Deep Dive: Stonethrow & Roster Family Clubs
A look at the creation of a families-only Dallas country club
Seven Real Estate Predictions for 2026
Rate trajectory, multifamily supply, AI adoption, and four more calls — what Thesis Driven is betting on and against for the rest of 2026.
Was Institutional Reallocation to Multifamily a Mistake?
In the wake of the pandemic, investors aggressively shifted capital from office to multifamily. Was this a historic blunder?
Transforming Risk into Revenue with Demand Response
Some real estate owners are generating income while reducing emissions and stabilizing the grid
Reimagining America’s Historic Offices
Inside Left Lane’s strategy transforming distressed offices into boutique hospitality assets across America’s growth cities
Meet the Tech Entrepreneurs Aiming to Revive American Downtowns
Entrepreneurs are revitalizing downtown Detroit and Atlanta. Can the model be copied elsewhere?
CBRE's $800M Office Bet: Industrious' Jamie Hodari on the Future of Work
Jamie Hodari on how Industrious outlasted WeWork, why management contracts beat master leases, and what the $800M CBRE deal means for office landlords.
Full Episode: CBRE's $800M Office Bet: Industrious' Jamie Hodari on the Future of Work
Episode 19 of the Thesis Driven Leaders Series
The Fate of Federal Buildings
As the government's office portfolio faces dramatic cuts, what opportunities and challenges lie ahead?
Making Office-to-Residential Conversions Work
A developer's firsthand account of converting a historic office building to apartments
How To Control Every Property System With a Single Application
Over the past decade, building systems have become increasingly sophisticated, offering property owners unparalleled opportunities for control, automation, and data access