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.
Yardi coverage from Thesis Driven, tracking the property management software company at the center of real estate's technology stack. Reporting includes its acquisition strategy and what it signals about controlling the commercial software layer, platform openness and API access as rated by operators and vendors, integration with third-party AI, and its position against competing property management systems.
Platforms like Yardi, Entrata, and AppFolio are at the center of real estate tech. But key questions around AI, platform openness, and upstarts loom on the horizon.
