Why Realpage Bought Cherre
Realpage is betting that decades of accumulated data can become an AI-era advantage
Macro
Real estate macro analysis covering the forces that set the cycle: interest rates and capital flows, demographics and migration, policy, construction costs, and distress. Thesis Driven publishes annual predictions and themes, state-of-the-market reads across sectors, and the second-order effects most of the industry prices late.
55 articles
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The Banking Crisis and Its Impact on Small to Midsize Developers
Rising rates and high-profile bank failures have led to an unprecedented pullback in lending. How should real estate operators navigate?
On Population Density
Density is widely misunderstood. Here's a handy guide for understanding density and mapping it to the places you know.
Seven US Transit Projects Real Estate Investors Need to Know
New transit connections have the potential to unlock neighborhoods and fuel new demand. What are the next major projects on the horizon?
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
What's driving the surge in retail leasing demand?
In markets like Tampa and Boston, retail vacancy has dropped to record lows of less than 3.5% as rents and populations rise.
Is New York City Growing?
Depending on the data you study, the City is either dying or surging. Rents are high, but so is outmigration. What's going on?
Seven Things I Think I Think About 2023
Plus the three most joyful real estate projects I've discovered in three months of writing Thesis Driven