Real
Estate and PropTech
Theory Intelligence provides real estate investors, developers, operators and property technology companies with verified primary research for investment, development, leasing and technology decisions: interviews with occupiers, tenants, agents, lenders and asset managers whose roles have been checked, with a signed recommendation and a provenance appendix.
- Occupier or market Signal Brief: 6 to 8 verified tenants, agents or operators in 10 business days, USD 7,500 to 12,000
- Investment, development or product Decision Study: 15 to 30 verified interviews, 4 to 6 weeks, USD 25,000 to 75,000
- Occupier demand research for office, industrial, living and retail assets
- Independent evaluation of property technology and AI vendors
- Standing market coverage for a city or asset class through the Intelligence Retainer
Real estate runs on broker opinion
Most real estate market intelligence is produced by the agencies that earn fees on transactions. It is useful and it is not independent. Occupier surveys are answered by whoever the agency can reach. Rent forecasts are built on transaction data that lags the market by months. Property technology vendors sell to an industry with little practice at evaluating software, and their references are chosen by them.
Theory speaks to the occupiers, lenders, operators and agents directly, verifies who they are, and writes down what they said with no transaction fee at stake.
What we do in real estate
Occupier demand
A Signal Brief with six to eight verified occupiers or their advisers in a submarket or asset class: what they will pay, what they will leave for, how the hybrid pattern is actually settling in their business. Signed and delivered in ten business days.
Investment and development
A Decision Study before an acquisition, a development commitment or a repositioning: fifteen to thirty verified interviews with occupiers, agents, competing landlords, lenders and where relevant planners or former planners. The business plan tested against people rather than comparables.
Operating platforms
For living, logistics, self storage, hospitality and flexible office operators, a Decision Study on customer satisfaction, pricing and competitor positioning with verified customers of your platform and of your competitors.
Property technology
For proptech companies, verified buyer and user research on product, pricing and go-to-market. For landlords and managers evaluating proptech, independent interviews with verified current users at other firms and a signed recommendation with no vendor relationship.
Independence
Theory earns no transaction fees, has no agency affiliation and no vendor relationships. The recommendation is the researcher's, and it is signed.
All work is delivered under The Theory Standard. See services and prices.
Questions from real estate and proptech clients
Can you reach occupiers at specific companies?
Often. We recruit directly, verify role and employer, and present participants by role and organisation type unless they consent to be named. We tell you at scoping what is realistic.
Do you replace an agency's market report?
No. We complement it with independent, verified occupier and lender evidence that the agency's fee position does not allow it to produce.
Do you work internationally?
Yes, through verified local researchers working under The Theory Standard, in major European, North American, Middle Eastern and Asian markets.
A real estate and proptech question worth answering properly?
Write to info@theoryintel.com with the decision. A researcher replies within one business day with a fixed price and a start date.
Start a brief