What's Happening in Local Land Use | Q2 2026
Tracking three months of notable land use and zoning decisions with Shovels Decisions
Robotics and automation in the built world. Thesis Driven tracks construction robotics by maturity from reality capture through layout and cleaning to task execution, autonomous vehicles and their effects on land value curb space and convenience retail, drone delivery and the real estate it requires, warehouse and port automation, and where the economics genuinely work against where they do not.
The US has a shortage of more than half a million construction workers, and the problem is only getting worse. Who is trying to fix it?
Time to dust off those real estate and labor market takes from 2017
Pairing bond-like income with real estate upside, net lease real estate models are an under-appreciated investment thesis.
Covering the future of real estate and the people creating it