Paid-members only Weekly Transmission Featured Residential Real Estate Feels Stuck (Transmission #348) I speak to founders across the country, working on all aspects of real estate. I’ll say what we’re all thinking. After twenty years in the trenches, I’m at an all-time low in terms of excitement for the residential real estate industry. Everyone I’ve shared that with
Weekly Radar WEEKLY RADAR #397: Symposium success with Ben Kinney, GEM Ventures website, Tin Can availability, Proptech Index up 10.85% We are so thrilled that GEM Ventures finally has a public home on the internet. If you're building the future of housing or construction, don't be shy…please submit an application. The inaugural GEM Symposium was the most impactful event we've ever produced (more
Weekly Transmission Why the Relationships You Invest in Matter More Than the One You Just Cashed Out Of (Transmission #347) WRITTEN BY: BEN WRIGHT Seeing the Friend’s Net Worth article stopped me mid-scroll. In the interview where Trevor Noah told Simon Sinek about being asked "what's your dream?" – Noah's answer wasn't about fame or money. It was this: "I wish
Weekly Radar WEEKLY RADAR #396: GEM Media Directory, Dallas friendship week Big news this week…we released v1 of the GEM Media Directory, a resource of trades, reporters and podcasts covering the PropTech and Real Estate industry. Members asked for help with PR and marketing - so we thought we should deliver. We can hardly wait for the inaugural GEM Symposium
Paid-members only Weekly Transmission Autonomy’s Next Frontier Is the Physical World (Transmission #346) Travis Kalanick, founder of Uber, wants to roboticize the physical world. Not optimize it. Not digitize parts of it. Replace human labor across it. After eight years building in stealth, Atoms has emerged with a mission to transform industries through robotics and AI. The vision is immense. Atoms Food: Infrastructure
Paid-members only Weekly Radar WEEKLY RADAR #395: proptech's moon, another trusted homesharing swing, Seattle Symposium with Ben Kinney, Proptech Index up 3.52% Wow There are few things better than deep conversation while sharing a meal together when it comes to strengthening relationships. After hosting a dinner at his house this week, Drew commented "It's these types of dinners that remind me why GEM exists." It's another busy
Weekly Radar WEEKLY RADAR #394: $165M in humanoids, Seattle Symposium with Ben Kinney, Proptech Index down 3% Wow As we move into the spring season, key industry players are finding new professional homes (see member news below,) with the hopes that growth will follow. That said, growth in the public markets isn't happening, with the proptech weekly index remaining fairly flat with a 3% decrease from
Paid-members only Proptech Earnings Radar Proptech Earnings Radar Pt. 2 - Q4 2025 (Series V, Part XI) Q4 results are in for 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 a table
Weekly Radar Weekly Radar #393: Proptech Earnings Q4 2025 summaries, coming soon dominos, Proptech Index up 0.25% On the wins side — the GEM Innovator Dinner in DC was a full house. Hosted by Drew Meyers, members and guests in the residential building space came together during the National Housing Supply Summit, and the energy around cross-collaboration was exactly what we love to see. Those that attended the
Paid-members only Proptech Earnings Radar Proptech Earnings Radar Pt. 1 - Q4 2025 (Series V, Part XI) Q4 results are in for many of proptech’s public companies. Below is Part 1 for Q4 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
Paid-members only Weekly Radar Weekly Radar #392: Seven Pillars of Institutional Intelligence, Moltbot for Meta, ICON's Driving Titan, Proptech Index down 5.23% WoW For those of you attending the National Housing Supply Summit organized by Dennis Steigerwalt and Matt Hoffman in Washington DC, the Innovators Roundtable Dinner is this Wednesday, March 18th. Let us know if interested in a spot. Last week in San Francisco, GEM members and PropTech guests gathered for our
Paid-members only Weekly Radar Weekly Radar #391: heading to Washington DC, the IRL path to success, 9 of 10 earnings summaries complete, Proptech Index down 2.95% WoW
Paid-members only Weekly Transmission Proptech Pressure Test: Oro (Transmission #343, Part II) I’ve had a long standing belief that employers can unleash innovation in the housing sector: A change is coming and housing assistance/perks offers the largest untapped upside for employers to differentiate in a global war for talent. Since housing is not a core competency of corporations, tech startups
Paid-members only Weekly Radar Weekly Radar #390: Redfin & Compass team up, Earnings for CoStar + Compass + Rocket, Another One Bites the Dust, Proptech Index up 1.32% WoW For those of you attending the National Housing Supply Summit organized by Dennis Steigerwalt and Matt Hoffman in Washington DC, we've added an Innovators Roundtable Dinner to the calendar on March 17th. It's officially earnings season…and there's no shortage of notable developments, starting
Paid-members only Weekly Radar Weekly Radar #389: IBS, the Homes.com AI Play, friend's net worth, lone 3d printing ranger, Proptech Index up 1.70% WoW Seventy five thousand folks showed up in Orlando for the International Builders Show in Orlando this past week. It was great to see so many friendly faces, and meet new ones, all working to propel the construction landscape forward. Meanwhile, in resi-land, Homes.com went all in on AI...I&
Weekly Radar Weekly Radar #388: GEM of the Year - Heather Harmon, AI Alarm Bells, Proptech Index down 4.53% WoW There's only one way to start this week's Radar, and that's by celebrating Heather Harmon as our inaugural GEM of the Year. From pressure testing startup ideas to being a GEM Ventures Partner to serving as a Peer Circles facilitator to collaborating on Field
Paid-members only Weekly Transmission Proptech Pressure Test: Sekra (Transmission #343, Part I) Sekra, started by Habitas founder Oliver Ripley and Uber/Cloud Kitchens founder Travis Kalanick, has raised $12.5 million from Fifth Wall, 8VC, Moinian Group, and Harvey Spevak. The pitch is simple—and ambitious: The future of home is Human. Community. Culture. Longevity. Fifth Wall’s Brendan Wallace describes Sekra
Paid-members only 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
Paid-members only 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,
Paid-members only 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
Paid-members only 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