Research archive

The Archive

Independent analysis on proptech capital, product, and the public markets shaping real estate technology.

8 pieces

A wave of acquisitions is combining point solutions for leasing, maintenance, and payments into fewer, broader platforms.

AI compute demand is turning power-adjacent land into the most contested real estate trade of the decade.

Zillow and Opendoor bet that pricing homes algorithmically was the hard part. The hard part turned out to be everything after the offer.

Seed rounds are still getting done. The gap has moved to Series B, where investors now want proof of unit economics, not just growth.

Machine-learning models are replacing spreadsheets in deal screening — and changing who gets to compete for institutional capital.

From AI-driven property management to blockchain in real estate transactions — here are the biggest movements shaping the industry next year.

A head-to-head comparison of public REITs and private equity real estate strategies in the current economic environment.

Why institutional capital is flooding into single-family rental developments — and what it means for renters and investors.