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
Leasing & Marketing
Leasing and marketing for residential and commercial real estate. Thesis Driven covers funnel performance and lead attribution, lead quality against volume, response time and conversion, listing platforms and ILS economics, renewals and resident retention, AI leasing agents and automated tours, brand and positioning against a competitive set, and the breakdowns that quietly stall a lease-up.
19 articles
Why Great Buildings Still Struggle to Lease
What marketing and leasing audits reveal about multifamily's hidden performance problem
The Proptech Wars: EliseAI and Funnel Square Off
A tiff between two proptech darlings is a proxy battle for AI’s growing role, with multifamily operators stuck in the middle
Can Branded Multifamily Work?
The last bastion of unbranded consumer spend is enticing. But is it a dead end?
Deep Dive: Renew
A renewals point solution is becoming something far bigger, with broad implications for multifamily
Deep Dive: EliseAI
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.
Four Exercises to Hone Your Pitch to Real Estate Owners
Walking through what we'll cover in Thesis Driven's Selling Into Real Estate program
Mid-Term Rentals in Multifamily
A deep dive into integrating rentals of 1-11 months into multifamily assets
Points and Cash Back: The Rise of Loyalty Programs in Multifamily
And where today's acquisition news will take the future of the category
Apartment Leases in 2034: Longer Terms, also Shorter
Predicting the decline of the traditional one-year lease and the rise of longer (and shorter) durations
Lookalike Modeling in Real Estate
Could real estate investing benefit from borrowing a digital marketing mainstay?
Airbnb's Multifamily Play
In its bid to add more hosts, Airbnb is placing tenants with the biggest multifamily owners