In this episode of Private Capital Perspectives, John Pugh sits down with Ehson Kolb, a leading voice in real estate and PropTech, to discuss how investors are navigating today’s capital environment and uncovering value amid uncertainty.
From shifting capital flows to the evolving OpCo–PropCo structure, Ehson shares how operational expertise and technology are redefining where—and how—investors deploy capital. The conversation spans market trends, venture capital dynamics, and the practical realities of deal sourcing in a tighter, more selective environment.
Whether you’re a fund manager, developer, or PropTech founder, this episode offers actionable insight into how innovation and discipline can coexist in real estate investing today.
Key Takeaways:
The current fundraising environment is challenging across real estate.
Capital is gravitating toward credit and core industrial assets.
Overlooked sectors—like senior housing and hybrid hospitality—present new opportunity.
The OpCo–PropCo structure can unlock value but requires operational alignment.
Venture capital remains active in early-stage PropTech innovation.
Personal networks continue to drive high-quality deal flow.
Economic uncertainty is forcing sharper focus on operational efficiency.
Chapter Breakdown:
00:00 – Introduction to PropTech and Real Estate Capital Flow
03:05 – Current Trends in Real Estate Investment
05:48 – Opportunities in Overlooked Sectors
08:43 – Evaluating Investments in PropTech and Real Estate
11:44 – The OpCo–PropCo Structure and Its Challenges
14:49 – Navigating the Hospitality Investment Landscape
17:50 – Identifying Value in Private Deals
20:39 – Sourcing Deals and Building Networks
23:37 – Capital Raising Experiences and Market Outlook
26:39 – Future Opportunities in a Changing Economic Landscape
Show Notes & Links:
🎧 Listen now on Spotify or Apple Podcasts
Guest: Ehson Kolb — Real Estate & PropTech Investor
Connect: Ehson Kolb on LinkedIn