AI for Real Estate Acquisitions
We've been building AI acquisitions agents with real estate GPs. On August 13, we're opening the hood in a live 2-hour workshop
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.
39 articles
Who is Investing in Real Estate Tech? 2026 Edition
Our annual list of firms actively investing in real estate technology companies
Deep Dive: Madison International
Backing both the real estate and the operating businesses of middle-market real estate companies
Upcoming Workshop: Structuring an OpCo/PropCo Business
A two-day interactive workshop designed for real estate operators and investors looking to structure or invest in OpCo/PropCo platforms.
New Workshop: Evaluating 2026’s Emerging Real Estate Concepts
Brad and Paul break down the hottest emerging asset class trends & business models
Deep Dive: Aptitude Development and The Marshall
The opco-propco opportunity in Tier 1 purpose-built student housing
Capitalizing New Housing Products: A New Workshop
A new program for real estate operators building innovative housing products
Who is Investing in Real Estate Tech? 2H 2025 Edition
Our updated list of firms actively investing in real estate technology companies
The Rise of STR Micro-Brands
How purpose-built rentals designed for a single tribe–like Birdie Houses’ group golf trips–can triple ADRs
Capitalizing Emerging Real Estate with Cloudland
PropCo seed investors back niche real estate operators before they have institutional track records. Cloudland is building this category from scratch.
Design Scalable OpCo-PropCo Models
A two-day interactive workshop for operators and investors structuring the next generation of real estate platforms