Why Realpage Bought Cherre
Realpage is betting that decades of accumulated data can become an AI-era advantage
Real estate investment strategy across asset classes, with an emphasis on the niches institutional capital has not yet picked over. Thesis Driven dives into operator deep dives and sponsor profiles, buy box construction, niche and alternative asset classes, what it takes for a novel product to institutionalize, off-market and distressed sourcing, and the yield and risk tradeoffs behind each strategy.
Plus the three most joyful real estate projects I've discovered in three months of writing Thesis Driven
A new generation of GPs are bringing US-style multifamily development to new markets, including Canada and the UK.
Armed with the belief that cities can be great places to raise children, a handful of residential developers are building urban apartments explicitly designed for families with kids.
Meet the developers rethinking the role of cars in some unexpected places
Recent regulatory changes have unlocked new opportunities in the single family market. How are the best operators implementing ADUs to maximize returns?
Office-to-residential conversions are among the clearest post-pandemic opportunities, but challenges await.
A new kind of real estate newsletter highlighting emerging trends and the GPs capitalizing on them
Covering the future of real estate and the people creating it