GEM Crystal

Essential insights on the future of real estate and technology. Trusted by industry leaders and uncovering the next big names. Always ad-free.

Weekly Radar #354: 52,000 Residences Strong, At the Buyer Demand Table, Regulation For Landlords = Adoption For Rental Tech, Proptech Index Increased 4.54%
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Weekly Radar

Weekly Radar #354: 52,000 Residences Strong, At the Buyer Demand Table, Regulation For Landlords = Adoption For Rental Tech, Proptech Index Increased 4.54%

In this Weekly Radar, we cover: * Compass’ Buyer Demand Tool is neither novel nor innovative compared to longstanding tools from the likes of RealScout and Percy. * New landlord regulations in California are accelerating adoption of compliance and screening tech like Rely, RentSpree, Rental Beast, and Verifast. * Alfred’s merger with
6 min read
Weekly Radar #353: Wandering to $50M, Challenges Abound in Fractions, New Jersey's Blockchain Bet, Proptech Index Up 0.68%
Paid-members only
Weekly Radar

Weekly Radar #353: Wandering to $50M, Challenges Abound in Fractions, New Jersey's Blockchain Bet, Proptech Index Up 0.68%

In this Weekly Radar, we cover: * Success as a startup founder boils down to consistently embracing the unglamorous, persistent work of sales, regardless of company stage. * Wander's shift to an asset-light short-term rental model is smart, but building a branded rental brand faces steep, steep executional challenges. * Fractional
7 min read
Weekly Radar #349: Peer Accelerator for Experienced Founders, Unlocking The Power Of Open Ideas, Proptech Index Increased 0.08%
Paid-members only
Weekly Radar

Weekly Radar #349: Peer Accelerator for Experienced Founders, Unlocking The Power Of Open Ideas, Proptech Index Increased 0.08%

In this Weekly Radar, we cover: * We launched Aventurine: a new peer accelerator launched to help experienced proptech founders like those from GEM’s community collaborate confidentially on their next venture, emphasizing creativity, support, and focused action over casual idea-swapping. * Organizations thrive when leaders like those in startups foster a
6 min read
Weekly Radar #348: Life In Flow For $2.5B, Compass vs The World, Scoring Proptech's Consumer Brands, Proptech Index Increased 5.12%
Paid-members only
Weekly Radar

Weekly Radar #348: Life In Flow For $2.5B, Compass vs The World, Scoring Proptech's Consumer Brands, Proptech Index Increased 5.12%

In this Weekly Radar, we cover: * Flow raised funding at a $2.5 billion valuation with participation from a16z and plans to eventually go public, but concerns persist that branded apartments may struggle to deliver true community at scale. * Zillow, Redfin, NextHome, and West USA Realty are aligning around banning
8 min read
Weekly Radar #347: The 95% Low Code Reality, Boosting Techstars, Zirconium: Gem's First Peer Circle, Proptech Index Up 1.08%
Paid-members only
Weekly Radar

Weekly Radar #347: The 95% Low Code Reality, Boosting Techstars, Zirconium: Gem's First Peer Circle, Proptech Index Up 1.08%

In this Weekly Radar, we cover: * Garry Tan from Y Combinator highlights how a quarter of the Winter 2025 startups are building with 95% LLM-generated code, signaling a future where AI replaces much of junior engineering and makes distribution the primary startup challenge. * TechStars has increased its investment offer to
7 min read
Weekly Radar #344: Hatching a Legislative Proptech Success, The 21-5 Model, Proptech Index Down 2.68%, The Straw That Breaks The Camels Back
Paid-members only
Weekly Radar

Weekly Radar #344: Hatching a Legislative Proptech Success, The 21-5 Model, Proptech Index Down 2.68%, The Straw That Breaks The Camels Back

In this Weekly Radar, we cover: * Realogics Sotheby’s International Realty and Realtie see House Bill 1110 as a marketing and product validation opportunity, though skepticism remains about whether Realtie is a true proptech or a brokerage marketing program—especially compared to peers like CityBldr and Prophetic. * Investor David Cummings
11 min read
Weekly Radar #343: Unpacking The Rocket & Redfin, Largest Institution SFR Buyers, My Journey Through The Uncanny Valley With Sesame’s Conversational Voice, Proptech Index increased 1.51%
Paid-members only
Weekly Radar

Weekly Radar #343: Unpacking The Rocket & Redfin, Largest Institution SFR Buyers, My Journey Through The Uncanny Valley With Sesame’s Conversational Voice, Proptech Index increased 1.51%

In this Weekly Radar, we cover: * PadSplit Founder and CEO, Atticus LeBlanc, argues that cities should incentivize homeowners with cash to rent out spare bedrooms to address affordable housing needs more efficiently than new construction. * SFR Analytics identifies the top institutional single-family home buyers of 2024, highlighting a mix of
17 min read
Weekly Radar #342: Removing Participation From Civic Participation, Rocket Goes All In On Real Estate, Proptech Index decreased 4.73%
Paid-members only
Weekly Radar

Weekly Radar #342: Removing Participation From Civic Participation, Rocket Goes All In On Real Estate, Proptech Index decreased 4.73%

In this Weekly Radar, we cover: * Hamlet provides AI-driven summaries of municipal meetings to help real estate developers track policy discussions, but its success depends on whether developers value summarized dialogue over direct policy shifts. * Rocket Companies' acquisition of Redfin for $1.75 billion positions it as a dominant
8 min read