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
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Post-Mortem: Brexit's Impact on the UK Real Estate Market
Analysts predicted that 2016’s Brexit referendum would devastate the UK’s property market. Almost eight years in, how is it faring?
If I were CEO of WeWork...
Real estate tech leaders and managed office operators share their perspectives on WeWork's path forward
What Public Real Estate Companies Are Saying About Technology
We listened to their quarterly earnings calls so you don't have to
The State of US Real Estate in Sixteen Charts
Celebrate the Fourth with sixteen charts and ten trends that explain where the US real estate market is today across sectors
So what's going to happen to all this office space?
The office market is in trouble, and it's only going to get worse. If residential conversions aren't the savior, what might be?
The Social Club in the Age of TikTok
As more people seek out physical communities, a new generation of entrepreneurs is innovating on the members-only social club concept, creating new kinds of spaces and real estate models.
The Future of the OpCo-PropCo Model
We spoke to top real estate technology investors about the PropCo structure, including how and where they might deploy it in future deals
The Golden Age of Flex Office
With WeWork sputtering and venture dollars gone, things may look dire. But the macro landscape for managed office is perhaps the best it has ever been. Where is the sector headed?
Common + Habyt
Some retrospective and forward-looking thoughts on Common and the future of the coliving sector.
Living at the Office: When Can Conversions Work?
Office-to-residential conversions are among the clearest post-pandemic opportunities, but challenges await.