📣 Last Call: Structuring an OpCo PropCo Business Workshop - Starting Monday

Tomorrow, we’re hosting Thesis Driven’s OpCo PropCo Workshop — a two-day live workshop to master emerging structures and strategies in operations and ownership.

We’ll dive into real-world case studies, explore capital stack strategies, and walk away with practical tools to evaluate OpCo PropCo opportunities or launch and scale an OpCo PropCo platform.

From Blueprint to Balance Sheet —
Master the OpCo PropCo Playbook

What You’ll Learn:

🏗️ Master the OpCo PropCo Model
Understand how and why companies separate operations from real estate—and when it makes sense for your business.

💰 Design Smart Capital Stacks
Map out the full stack—OpCo growth equity, PropCo real estate capital, leasebacks, and JV structures—with real-world precision.

📝 Navigate Term Sheets & Agreements
Review actual JV agreements, hybrid management contracts, and seed investment terms used by successful platforms.

🏨 Learn from Real Case Studies
Study how operators in housing, office, and hospitality launched and scaled through OpCo/PropCo structures.

🎯 Build Your Go-to-Market Strategy
Clarify investor profiles, align incentives, and practice communicating the value of your platform across both sides of the stack.

💬 Get Peer & Instructor Feedback
Workshop your own structure live with guidance from instructors and input from a curated peer group.

We’ll look forward to seeing you in a Thesis Driven course this summer.
— Kam, Brad & Paul