Why Realpage Bought Cherre
Realpage is betting that decades of accumulated data can become an AI-era advantage
Educational
Real estate fundamentals explained for people who did not come up through the industry. Thesis Driven tracks how to evaluate a deal, cap rates and return metrics and where each one misleads, the roles and incentives in a transaction, capital stack basics, density and market fundamentals, and the vocabulary needed to work with developers, lenders and investors.
44 articles
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Why Your Favorite Real Estate Metric Is Bad (and Good)
Cap rate measures what you bought. Unlevered yield on cost measures what you built. When each return metric tells the truth—and when it lies.
Learn Real Estate with Thesis Driven
A rundown of all Thesis Driven's upcoming classes, courses, and more - online and offline
Fundamentals of Commercial Real Estate is Now Online
Thesis Driven's first virtual bootcamp teaching the fundamentals of real estate starts September 23rd
Who Should Learn Real Estate Fundamentals?
Bridging the knowledge gap for the industry’s innovators and newcomers
Six Lessons from Six Months of Thesis Driven Courses
What we’ve learned teaching the fundamentals of real estate
Should Real Estate Developers and Operators Make Their Own Furniture?
Navigating Offshore Furniture Manufacturing for Real Estate Projects
How to Evaluate a Real Estate Deal Like the Pros
Taking an institutional investor approach to personal real estate investment opportunities
Announcing Fundamentals by Thesis Driven
Want to better understand real estate? Every week, we'll break down a big piece of news from the commercial real estate world.
How To Make a New Asset Class
Five steps to turning a novel real estate product into a new, institutional-grade asset class.