AI in Real Estate
AI in real estate, from pilots through to production. Thesis Driven reports on AI in underwriting and diligence, computer vision and reality capture, agentic workflows in leasing and property operations, feasibility and site analysis, data readiness and governance, what the tooling costs to run at scale, and which roles it changes.
AI for Real Estate Acquisitions
We've been building AI acquisitions agents with real estate GPs. On August 13, we're opening the hood in a live 2-hour workshop
Who is Investing in Real Estate Tech? 2026 Edition
Our annual list of firms actively investing in real estate technology companies
The Marketplaces of the Future
Predicting six new real estate marketplaces to rise over the next decade
The Least Glamorous Job in Real Estate Is Getting Sexier
As AI eliminates administrative burden and capital consolidates around scaled platforms, operational performance is becoming a primary driver of returns
The 60% Problem: Why Commercial Buildings Leave $11 Billion on the Table
The gap between finding an energy inefficiency and fixing it has cost building owners for over a decade. Agentic AI is the first technology that can close it.
Why AI Property Management Software Keeps Failing
One founder's account of the structural reasons autonomous AI property management SaaS gets crushed, and what the right model actually looks like
Deep Dive: Outcome
A new approach replaces manual real estate workflows with AI-driven systems built around the operator’s own data
Building Your AI Capital Markets Agent
We've been building AI capital markets agents with real estate GPs. On June 26, we're opening the hood in a live 2-hour workshop.
Deep Dive: SurfaceAI
By combining computer vision with agentic AI, one platform is taking on the operational work buried in every property manager’s to-do list.
The AI-Powered GP Report
Featuring the operators & investment managers using AI to build better real estate companies