The carry trade is dead, and capital is moving to whoever can manufacture cash flow. Takeaways from a day with more than 250 investors and operators in emerging real estate.
Private wealth has passed the institutional market, and most sponsors have no idea how to reach it. A workshop on raising from family offices and RIAs.
EliseAI coverage from Thesis Driven, following the company from an AI leasing assistant to a broader operating platform across rental housing. Reporting includes a dedicated deep dive on the product and business model, the competitive conflict with other leasing platforms and what it meant for operators running both, and a long-form interview with founder Minna Song on where AI-native housing operations go next.
EliseAI runs leasing across 2 million US apartments. What the product does, why the biggest operators keep buying it, and where the AI leasing race goes.
