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
(Page 3)
The Future of Coliving | Q&A with James Grasso of Cohabs
Armed with a $450M PropCo, coliving operator Cohabs is buying and building across the US and Europe
Alternative Financing Models: Cherry Lawn
Exploring a new debt product designed to help new companies build real estate portfolios
Who is Still Investing in Real Estate Tech? 1H 2024 Edition
Our updated list of firms actively investing in real estate technology companies
Structuring Great OpCo-PropCo Partnerships
An overview of the major legal and structuring points in the real estate investing partnership
From Country Clubs to Sovereign Wealth Funds
Comparing six models to fund equity for real estate projects and platforms
Alpaca's Big PropCo Play
A deep dive into Alpaca's foray into real estate private equity aiming to take OpCo-PropCo models into the mainstream
Three Emerging Models for PropCo "Seed" Investments
Real estate investors are defining their own version of venture investing, making $10mm+ commitments to seed the real estate portfolios of emerging OpCo-PropCo sponsors. But strings are attached.
Insights from Blueprint: OpCo-PropCo Models
Miss our live discussion at Blueprint? Get the takeaways from the conversation on the future of OpCo-PropCo models
Who is Still Investing in Real Estate Tech?
While the real estate tech venture market has cooled, we found at least 30 proptech-focused VCs still writing checks in summer 2023. Here are all of them.
Everything You Need to Know About Raising a PropCo
We spoke with veteran real estate entrepreneurs to get their tips on raising PropCo capital in today's challenging environment
See Thesis Driven Live at Blueprint
We're hosting three discussions at the Blueprint real estate technology conference in September, and Thesis Driven subscribers get special access.
Five Ways New Real Estate Concepts Are Getting Funded Today
With fewer venture capital deals getting done, entrepreneurs innovating in the built environment are finding capital in new places.