Geek Estate Team

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

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Weekly Radar #372: Zillow Pro's CRM power, Proptech Index down 1.04% WoW

In this Weekly Radar, we cover: * Zillow Pro could become the most powerful CRM this industry has ever seen...but at a cost. * The GEM Proptech Index decreased 1.04% from the previous week. Geek Estate’s Proptech Getaway, an intimate (founders and C-suite) retreat for the brightest minds in

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Weekly Radar

Weekly Radar #371: fix Opendoor tweet, search inside OpenAI, keep thinking, stocks down 5.8% WoW

In this Weekly Radar, we cover: * A tweet by Keith Rabois on August 13th (2025) about how they are fixing Opendoor makes a couple of things very clear. * A new campaign from Anthropic/Claude encourages us to Keep Thinking. * New AI search developments by OpenAI/Zillow and Realtor.com still

Weekly Radar

Weekly Radar #370: Why are MLSs Building Consumer Portals?, Proptech Index Down 1.13%

In this Weekly Radar, we cover: * Value propositions or features on MLS consumer portals (such as onehome) are not better, or different, than existing portals. Different is the only way to gain attention with consumers. * The GEM Proptech Index decreased 1.13% from the previous week. Geek Estate’s Proptech

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Weekly Radar

Weekly Radar #369: Bombshell Of All Bombshells, Proptech Index Down 3.34%, Pulsing With OpenAI

In this Weekly Radar, we cover: * Compass’s $1.6B acquisition of Anywhere creates a 341,000-agent giant, driving consolidation, private listings, brand dilution, and portal challenges. * OpenAI’s rollout of ChatGPT Pulse sparks the idea of a specialized “real estate pulse” that could deliver AI-curated daily or weekly updates.

Weekly Radar

Weekly Radar #368: That's A Wrap, Blueprint 2025, Proptech Index Up 4.04%, Zirconium Peer Circle Update

In this Weekly Radar, we cover: * At Blueprint 2025, proptech startups and experts emphasized AI’s growing role in homebuilding and more alongside community events co-hosted by GEM, PTAG, and FIRE. * We shifted our Zirconium Peer Circles offering to a paid facilitation model with Heather Harmon leading, bringing more structure

Weekly Radar

Weekly Radar #367: $7 Billion In Value, The Opendoor Saga Continues, Legal Mumbo Jumbo, Proptech Index Up 1.57%

In this Weekly Radar, we cover: * Figure’s $7B IPO and rising share price is seen as a rare liquidity win for proptech investors and a validation of blockchain’s role in real estate finance. * Opendoor’s leadership shakeup, AI-driven reset, and founder return are viewed skeptically as PR spin

Weekly Radar

Weekly Radar #366: Don't Bury Your Startup Risks Lead, The Goat Of Company Updates, Proptech Index Up 1.87%

In this Weekly Radar, we cover: * Atticus LeBlanc’s consistent weekly updates on Padsplit demonstrate growth, deep operational knowledge, and transparent communication, making him a model for founders seeking to attract investors. * F4 Fund’s David Kaye argues that the best founders win bigger checks by candidly sharing risks and

Weekly Radar

Weekly Radar #365: How To Be Hunted By VCs, Turning The Paper Napkin Into A 747... Enter Advisory Circles, Proptech Index Down 2.91%

In this Weekly Radar, we cover: * As a startup, how do you shift from hunter to the hunted when it comes to fundraising? * Heather Harmon, who advises numerous real estate, mortgage, and construction tech startups, launched Peer Advisory Circles as group coaching program for early-stage proptech founders to avoid costly

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Weekly Radar

Weekly Radar #364: Violating Customer Trust, Equity To Bitcoin, Private Funding Report - Q2 2025, Proptech Index Up 4.95%

In this Weekly Radar, we cover: * Proptech Angel Group released high level Q2’25 stats with Series B rounds leading in dollars and Seed rounds leading in volume, while construction and residential dominated funding activity and hospitality/retail/STR sectors saw steep investor pullback. * Buildium faces backlash for selling renters

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Weekly Transmission

Hotwiring My Brain: How AI Took Me From No Code to a Native App (Transmission #330 Part II)

WRITTEN BY: JERED DENNIS [Adapted from From Zero Code to Swipe Home: How AI Rewired My Brain] Before May 5, 2025, I knew my computer basics—processors, storage, and screens—but I couldn’t tell you how they talked to each other. Writing code? Architecting a full-blown application? These were

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Proptech Earnings Radar

Proptech Earnings Radar Pt. 2 - Q2 2025 (Series V, Part IX)

Q2 results are in for many of proptech’s public companies. Below are the 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. Beyond that is the wrap-up that includes a table covering

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Weekly Radar

Weekly Radar #363: Opendoor Upheaval, Drone Infrastructure FTW, Proptech Index Up 1.75%

In this Weekly Radar, we cover: * Hear from past participants on why you should walk the Camino with GEM in 2026. * Opendoor's CEO, Carrie Wheeler, exited with a paid advisory role amongst Opendoor’s strategy shift toward a standard lead-generation portal. * A new built world startup, Zipline, is

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Proptech Earnings Radar

Proptech Earnings Radar Pt. 1 - Q2 2025 (Series V, Part IX)

Q2 results are in for many of proptech’s public companies. Below is Part 1 for Q2 2025, where we share the earnings summaries for the ten companies we deem as the most important players in the broader category. Coming next week, Part 2 will be the wrap-up that includes

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Weekly Transmission

AI Tools Takes (Transmission #330 Part I)

WRITTEN BY: SETH SIEGLER As a follow up to the recent State of AI group discussion, here’s my promised follow-up: a list of the AI tools myself and the eXp team have been using recently, and a quick take on what the pros and cons are (from my experience)

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Weekly Radar

Weekly Radar #362: Pitching The Sharks, Proptech Index Down 1.67%, Piloting Mass Timber In Data Centers, Spacing Boxabl

In this Weekly Radar, we cover: * The feedback from Alex Montalenti’s pitch to Robert Herjavec and Kevin Harrington at the Domination Conference underscores that startups fail more from lack of focus than capital. * Meta is using mass timber in data centers with key partners to cut embodied carbon by