What's Happening in Local Land Use | Q2 2026
Tracking three months of notable land use and zoning decisions with Shovels Decisions
PropTech venture capital and real estate technology investing. Thesis Driven covers investor appetite by stage and sector, with construction tech and AI recurring near the top, willingness to take PropCo exposure, firm-by-firm lists of who is actually deploying, funding conditions and valuations, exits and consolidation, and why venture is often the wrong capital for a real estate operating business.
We're hosting three discussions at the Blueprint real estate technology conference in September, and Thesis Driven subscribers get special access.
With fewer venture capital deals getting done, entrepreneurs innovating in the built environment are finding capital in new places.
We spoke to top real estate technology investors about the PropCo structure, including how and where they might deploy it in future deals
With WeWork sputtering and venture dollars gone, things may look dire. But the macro landscape for managed office is perhaps the best it has ever been. Where is the sector headed?
We're hosting three discussions at the Blueprint real estate technology conference in September, and Thesis Driven subscribers get special access.
Plus the three most joyful real estate projects I've discovered in three months of writing Thesis Driven
The OpCo-PropCo structure can be powerful tool for companies innovating in real estate. Here are almost 50 firms that can lead OpCo-PropCo deals.
A growing number of LPs are making investments in real estate operating companies as well as the underlying assets. Who are they?
Covering the future of real estate and the people creating it