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Weekly Radar

Weekly Radar #387: 3D Tiny Homes, Finding Quietude on the Camino, Proptech Index down 6.58% WoW

What an incredible week in New York for the GEM community. Another GEM-Resident dinner in the books, a night consisting of founders and operators building, trading notes on what’s actually working — go-to-market, capital strategy, hiring, partnerships, and the hard stuff in between. Our personal sharing prompt was "if

Weekly Radar

Weekly Radar #386: Finding Quietude on the Camino, AI Voice Advances, Brands & AI Slop, CoStar Revolt, Proptech Index down 8% WoW

In this Weekly Radar, we cover: * Why GEM Walks the Camino is the perfect way to slow down and find a state of calm to ensure the priorities guiding your life and business, are the right ones. I call it finding your quietude. * An investor revolt at CoStar is upon

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Weekly Transmission

Empathy Just Got Cheaper. That’s A Problem. (Transmission #342)

WRITTEN BY: JEFF TURNER Empathy just got cheaper. And not a little cheaper, a lot cheaper. Cost-effective even. And that is most certainly a problem. Of course, that’s not how VentureBeat framed it when it reported on Friday that everything in voice AI just changed. The author, Carl Franzen,

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Weekly Radar

Weekly Radar #385: GEM Town Hall, Pacaso's lux home swaps, Modern Realty departure, Proptech Index down 1.85% WoW

In this Weekly Radar, we cover: * Pacaso is entering the home swapping realm in a much larger capacity. * A Modern Realty founder exits the company. * The GEM Proptech Index decreased 1.85% from the previous week. Geek Estate’s Proptech Getaway, an intimate (founders and C-suite) retreat for the brightest

Weekly Transmission Featured

State of the GEM 2026 (Transmission #341)

WRITTEN BY: JESSE WRIGHT This article was written for GEM members, and has been modified slightly for a broader audience. As always, links surrounded by the ❇️ emoji indicate exclusive GEM content. If you would like to have access to all links, please consider GEM membership. GEM remains a highly intentional

Weekly Transmission

Certainty as a Service Part II (Transmission #340)

WRITTEN BY: GREG FISCHER The first wave of certainty in residential real estate was easy to spot. It showed up as cash offers, fixed timelines, and simple promises. Sell your home today. Close in two weeks. Remove contingencies. Reduce friction. iBuyers packaged these outcomes into a single product and proved

Weekly Radar

Weekly Radar #384: GEM's First Town Hall on Jan 22nd, Misrepresenting for Self-Interest, Proptech Index down 0.74% WoW

In this Weekly Radar, we cover: * On no planet did Opendoor replace real estate brokers. Don't misrepresent for your own self-interest. * The GEM Proptech Index decreased 0.74% from the previous week. For GEM members, we are conducting our first Town Hall this coming Thursday--covering the State of

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Weekly Radar

Weekly Radar #383: Kicking Institutionals to the Curb, a Homes.com "Duh" Moment, Proptech Index up 7.29%

In this Weekly Radar, we cover: * President Trump plans to ban institutional investors. We've heard this before, and are highly skeptical of the potential affordability impact. * Homes.com is cutting marketing spend. We all saw that one coming. * The GEM Proptech Index increased 7.29% from the previous

Weekly Transmission Featured

Looking Back on 2025: Swings that Generated Contact, and Whiffed (Transmission #339)

I'm not sure how to reflect on 2025, other than to say we've seen this before: lawsuits, discount brokerage plays, rough fundraising waters, M&A, and AI upheaval. David Bluhm's 2025 "more of the same" prediction was spot on. Here’s

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Weekly Radar

Weekly Radar #381/382: Google Won't Kill the Portals, Opendoor opening the doors, team debt due to AI, Proptech Index up 0.29% WoW

In this Weekly Radar (covering two GEM radars), we cover: * Geek Estate will be curating multiple events over the next few weeks between Seattle and San Diego. * Can we all just chill out on the "Google will kill the portals" sentiment? * Opendoor's "can buy homes&

Weekly Transmission Featured

Looking Forward to 2026: AI Madness Reigns Supreme (Transmission #338)

In 2023, fundamentals mattered again. Profits ruled. Bad unit economics didn’t. 2024 was chaotic—capital pulled back while experimentation ran hot. 2025 was the year AI stopped being optional. Now it’s 2026. The machines didn’t just rise—they moved in. This isn’t adoption. It’s saturation.

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Weekly Radar

Weekly Radar #380: Greasing Shared Dwellings, Dollars for HEI, Lectures on Tap, Proptech Index increase of 0.29%

In this Weekly Radar, we cover: * Geek Estate 5.0's Release highlights Local Ambassadors/Chapters, GEM Ventures, and branded iOS/Android apps + a new pricing structure. * Fannie Mae updated its Selling Guide UAD 3.6 Policy Supplement to expand the definition of a financeable home. * Splitero and Hometap

Weekly Transmission

GEM Ventures, a Proptech Operative-Investor Collective (Transmission #337)

For years, I’ve been asked by members, ”When are you going to raise a fund?” The question has come up countless times since GEM was born in 2017. Members want to invest in companies within our ecosystem, and founders are always looking for aligned capital. If we could pool

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Weekly Radar

Weekly Radar #379: $6.4M in discount capital, Radish Oakland commune up for sale, Proptech Index increase of 0.37%

In this Weekly Radar, we cover: * Discount player Ridley raised $6.4 million with Fifth Wall leading the round. * Radish, a 6-building, 10-home compound in the Temescal/Longfellow neighborhood in Oakland, is for sale. It’s an intentional community that houses 20 adults and 8 kids (all born at Radish)

Geek Estate Updates

GEM Content Examples & Approach

Content offerings in GEM include a curated selection of industry developments, outside-the-box thinking, thought-provoking long-form essays, and a quarterly earnings radar to keep tabs on late stage players operating in the public markets. Our analysis is written for the smartest person that exists. Page views, clicks, and attention is not

Weekly Radar

Weekly Radar #378: AI-led venture firm, historian + analyst payday, Proptech Index increase of 5.36%

In this Weekly Radar, we cover: * The Acquired podcast is generating roughly $2.5M per episode. That's what happens when you get millions of people to give something multiple hours of continuous attention (3-5 hour episodes). * AI-super connector Boardy decided to start a venture fund. * The GEM Proptech

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Weekly Radar

Weekly Radar #377: Proptech Earnings, airport for aerial economy, dilution percentages, Proptech Index down 2.96%

In this Weekly Radar, we cover: * Archer Aviation announced an agreement to acquire control of Hawthorne Airport in LA for $126 million in cash. * Carta data shows what dilution founders should expect based on stage. * If only a fraction of the population works and money no longer matters...how will

Proptech Earnings Radar

Proptech Earnings Radar Pt. 2 - Q3 2025 (Series V, Part X)

Q3 results are in for many of proptech’s public companies. In part 1, we shared earnings summaries and links to the full articles for each of the the ten companies we deem as the most important players in the broader category. This part 2 is the wrap-up that includes

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Weekly Transmission

Smarter Permits, More Homes: How We Use AI in the Field (Transmission #336)

WRITTEN BY: MAOR GREENBERG The U.S. housing shortage isn’t just a market problem; it’s a math problem. Demand for new homes climbs while supply lags, pushing the dream of homeownership out of reach for millions of Americans.  Take California, the nation’s largest housing market. Despite its

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Weekly Radar

Weekly Radar #376: ventue codex, Sonder's breaking moment, Houston dinner during NXT, Proptech Index up 1.29%

In this Weekly Radar, we cover: * The Marriot deal a year ago was thought to be Sonder's savior. Not all great things last. * Venture Codex is a new tool to research companies and their funding history, and figure out what potential investors are doing. * The GEM Proptech Index

Proptech Earnings Radar

Proptech Earnings Radar Pt. 1 - Q3 2025 (Series V, Part X)

Q3 results are in for many of proptech’s public companies. Below is Part 1 for Q3 2025, where we share the earnings summaries for the ten companies we deem as the most important players in the broader category. Coming soon, Part 2 will be the wrap-up that includes a

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Weekly Radar

Weekly Radar #375: private residence dinners Sammamish & Scottsdale, gold savings with Robinhood, Proptech Index down 1.04%

In this Weekly Radar, we cover: * Two more private residence dinners are planned, in Sammamish (Nov 20th) and Scottsdale (Dec 1st). * Robinhood Gold subscribers have access to mortgage rates at least 0.75% below the national average, along with a $500 credit toward closing costs on new home purchases or

Weekly Radar

Weekly Radar #374: earnings season & a proptech sonnet, supersonicing, Proptech Index down 4.39%

In this Weekly Radar, we cover: * Boom is building the first civil supersonic jet made in America. * A sonnet, written by ChatGPT, to celebrate the start of Q3 earnings season. * Talk to AI superconnector Boardy to be connected with GEM members. * The GEM Proptech Index decreased 4.39% from the

Weekly Radar

Weekly Radar #373: Next city of the future, talk to AI to get connected, Proptech Index up 5.46% WoW

In this Weekly Radar, we cover: * Will California Forever deliver on its utopian dream? * Talk to AI superconnector Boardy to be connected with GEM members. * The GEM Proptech Index increased 5.46% from the previous week. Geek Estate’s Proptech Getaway, an intimate (founders and C-suite) retreat for the brightest

Weekly Transmission Featured

Finding the One Relationship That Changes Everything (Transmission #334)

Every successful journey has a story of an instrumental connection or insight that changed the trajectory. One relationship can—and does—change everything for a founder. Meeting the person who opens the door to a meeting with your first customer. The one who worked with your future CMO a decade