What's Happening in Local Land Use | Q2 2026
Tracking three months of notable land use and zoning decisions with Shovels Decisions
OpCo/PropCo
OpCo/PropCo structures for capitalizing real estate operating businesses. Thesis Driven has covered the model more closely than any publication: which investors lead these deals, how OpCo and PropCo capital get raised and sequenced, governance and control conflicts, exclusivity and radius restrictions, promote and fee economics, PropCo seed capital, and why venture-funded versions failed.
40 articles
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Thesis Driven for GPs
Empowering the next generation of real estate entrepreneurs with education, playbooks and access to investors
Master the OpCo-PropCo Model
A 3-hour interactive workshop for operators and investors structuring the next generation of real estate platforms
Who is Investing in Real Estate Tech? 1H 2025 Edition
Our updated list of firms actively investing in real estate technology companies. Is the turnaround here?
The Case for Retail Capital
After years of distress, serious capital is flowing back into retail. What's actually working — and why the bull case is more nuanced than the headlines.
Financing Innovative Operating Concepts Through Securitization
Can a new lease securitization concept solve the OpCo capitalization problem?
Plotting a Sponsor’s Next Move
Identifying the right type of real estate investors and capital structures through five capital raising scenarios
Solving the Challenges of OpCo-PropCo
A better blueprint for capitalizing innovative real estate businesses
Who is Still Investing in Real Estate Tech? 2H 2024 Edition
Our updated list of firms actively investing in real estate technology companies
The Biggest Structuring Mistakes Real Estate Entrepreneurs Make
Top real estate investors and advisors on the mistakes to avoid when putting together capitalizations and deals
Bootstrap Capital for New PropCos
Early stage $10-30mm PropCo checks are scarce, but the market is here and growing. A Q&A with Sandor Valner of PTB.
Zigg Capital Founding Partner Dave Eisenberg on Real Estate Tech Investing
Episode Six of the Thesis Driven Leader Series