Episode notes
.Welcome to the Thesis Driven Leader Series! Thesis Driven editor Brad Hargreaves speaks with Dave Eisenberg, Founding Partner at Zigg Capital. It’s a great conversation about the convergence of venture and real estate investing. And it’s a unique opportunity for investors and entrepreneurs to glean thoughtful - and actionable - insights about innovation, economics and growth in the proptech startup world.
Dave and Brad start by digging into a major topic in real estate tech: decoupling investment in the operating company (“opco”) from investment in the real estate or assets (“propco”). Blending the investment structures has historically been disastrous for startups whose real estate holdings are a powerful and differentiating asset but simply can’t generate venture returns at venture speed. Through his VC fund Zigg and their partner ...