Geek Estate Team

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Weekly Transmission

Flipping the CRE Script: Paying Your Tenants (Transmission #276)

Written by: Duke Long  [Adapted from Duke’s newsletter on December 14th, 2023] 💡CRYSTAL TRANSMISSION: Thought-provoking long-form articles covering a wide spectrum from innovative shipping container co-living spaces to the battle for listing acquisition in the first iBuyer world war to the implications of floating cities seen from beaches far

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Weekly Radar #279 - All-In On Commissions, Back With a Fractional Marketplace, & To Infinity And Beyond…For ConTech

Here's what we're covering in this week's edition of the Crystal Radar * The All-In Podcast discussed the commission lawsuits on their most recent episode, but none of the "Besties" argued for the value of an agent--a massive miss for NAR and the

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Weekly Radar

Weekly Radar #278- Let’s Build Better Tools Not Farmers, Incentives in Fours, and GEM's First Sleepover

Here's what we're covering in this week's (packed) edition of the GEM Crystal Radar * We're hosting our first ever GEM Diamond Retreat in a lava cave (yes, it's real and it's as sweet as it sounds). * An update

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Weekly Radar

Weekly Radar #277- The Bot, The Builder, And The Boulder, Sharing the REIT, & Much More...

Here's What We're Covering This Week: * We announced GEM's latest Biz Intel series to summarize the top of the funnel for any data needs. * NYC approved a pilot program to support the development of ADU's. * Arrived announced its Single Family Residential Fund.

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Weekly Radar

Weekly Radar #276- Modular Smoke, Feebleness In Proptech, Rewarding The Board, and Canvassing The Prefab Market

Here's what's covered in this edition of the GEM Crystal Radar: * Modular construction startup Veev, which has raised $600 million, is shutting down. * Hiten Samtani had a tweet thread about proptech's growing graveyard. * Carta shared data regarding board compensation. * Jupe is building modular buildings

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Weekly Radar

Weekly Radar #275- 370 Million Square Feet of Calling, If These Walls Could Walk, Filling the AI Shed

This Week's Radar Storylines: * The General Services Administration is looking at ways to modernize their mega portfolio, a perfect opportunity for any CRE startup. * "Interspecies Design" has become a talking point for buildings built with sustainability in mind. * tldraw released a new feature that utilizes AI

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Weekly Radar

Weekly Radar #274 - Completing The Loop Of Innovation, Sustainability Darlings and Dogs, OpenAI Ecosystem Updates

This Week's Radar Storylines: * ShowingTime+ is pitching a familiar tune: featured listings. In a sense, featured listings is exactly what online real estate was meant to disrupt 20 years ago. * JP Morgan research shows misalignment between core greenhouse gas producers and areas of tech investment.  * OpenAI's

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Proptech Earnings Radar Featured

Proptech Earnings Radar- Q3 2023

Third quarter results are in for proptech’s public companies. We’re back at it, with high-level summaries of the ten companies we deem as the most important players in the broader category, and a table view covering the top twenty companies. On the residential side, Q3 saw the bombshell

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Weekly Radar

Weekly Radar #273- Steel'n Green, Alternative Concrete Goes Mainstream, and Emptying the We Bank

This week's Radar Snapshot: * As efficiency regulations tighten, green steel is one decarbonization tool that doesn't rely on offsets. The US Inflation Reduction Act will hopefully spur domestic innovation. * Alternative concrete companies are getting an increasing amount of national attention. We explore a few of the

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Weekly Radar

Weekly Radar #272 - Dropping The Ax, Following Up On The Mission, and Forging Ahead With 3D Printing

RADAR SNAPSHOT * The verdict in the Sitzer/Burnett trial was decided with less than three hours of deliberation, and additional class-action lawsuits were immediately filed against major brokerages. * Zillow acquired CRM Follow Up Boss for $400 million in initial cash consideration and up to $100 million in a potential cash

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Weekly Radar

Weekly Radar #271 - Redfin Breaks Stride, iBuying Everywhere, and Real Estate's Bluetooth Moment

Weekly Radar Snapshot: * Redfin's new Redfin Max looks to supplement their salaried approach with more traditional commission splits. * Offerpad partners with Anywhere to connect out-of-market iBuyer leads with agents. * MRI Software announced their adoption of the OSCRE commercial real estate data standard, as an increasing number of companies

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Weekly Radar

Weekly Radar #270- Longing for Charity, Governmental Smart Tech Breeding Ground, and HUD Backs More ADUs

Weekly Radar Snapshot * An agent in Fargo, NorthDakota, hosted a 63-hour long open house raising $33,000 for the Alzheimer's Association. * The NYC Smart City Testbed Program will select eight new technologies annually, pioneering proptech development through collaborations with city agencies. * This week, the FHA broadened access to

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Weekly Radar

Weekly Radar #269 - Founders Gotta Borrow Too, Preventing Homelessness with AI, and Battening the Sustainability Hatches

Here are the headlines covered for this week: * Meow released a white glove service for founders to access mortgages. * A pilot program in Los Angeles is leveraging AI to prevent people from slipping into homelessness, and has helped 560 people with an 87% success rate in two years. * 830 LEED

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Weekly Radar

Weekly Radar # 268 - Follow the Governmental Leader, Equity Boom, a Brokerage Merger, and Safety for Vacation Rentals

Here's what's covered in this week's edition of real estate tech and Built World signal: * The General Services Administration is looking to spend $3.8 billion on innovation focused on reducing carbon emissions. * New Zillow research indicates that the value of the US housing

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Weekly Radar

Weekly Radar #267 - Shining up the Marketing Stack, Mapping Energy Efficiency, and Rearranging the Spine

Weekly Snapshot: * Compass released the MVP of "CompassAI"  to help produce content for agents. * Kestrix, a startup working on building heat loss detection software announced a $500k pre-seed round. * Large tech companies (think FAANG) are pledging millions to tackle the affordable housing crisis in the cities home to

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Weekly Radar

Weekly Radar #266 - Biodiversity Steams Ahead, Homes in 33, and Dropping in the Last Mile

This Week's Radar Snapshot: * A UN task force is looking to bring transparency to biodiversity reporting and startups are looking to capitalize on the opportunity . * How pre-fab company Cover is able to build a home in 33 days. * Autonomous delivery network, Arrive, just filled a patent for a

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Weekly Radar

Weekly Radar #265 - Cash, the Future of Vouchers and the Product or Partner Future for 3D

This Week's Radar Snapshot: * Housing Choice Vouchers are being replaced with Cash under a new HUD pilot program * How a recent funding round for Mighty Buildings indicates that 3D home printing can mean much more for developers Editor's Corner: By: Drew Meyers Blueprint has come and

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Weekly Radar

Weekly Radar #264 - The Wild West of ESG Ratings, $3B In Climate Damage in the Middle of the Pacific, & Repurposing a Decommissioned Oil Rig

THIS WEEK'S RADAR COVERS: * Possible solutions to the ambiguity of ESG ratings. * An update on the expected damage caused by the wildfires in Maui. * How a scuba resort in Malaysia emerged from an oil rig. EDITOR'S CORNER: Blueprint is this week, and we're looking

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Weekly Radar

Weekly Radar #263 - A Trickle to a Stream of Sustainability Data Thanks to Google, Beds at the Ballpark, and The Gen 1 & Gen 2 Future

EDITOR'S CORNER: We hope you all had a great Labor Day Weekend. With Summer winding down, we're looking forward to the Fall push before the industry winds down for the holiday season. Are you attending Blueprint next week? The Geek Estate Team is, and we'

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Weekly Radar

Weekly Radar #262 - ESG Sticks and Sustainability Stones & The Frustration of Inequitable Insurance

EDITOR'S CORNER: Conference season is just around the corner. We're at iOi in Miami Beach this week, with Blueprint and CREtech just around the corner. If you see us around, we'd love to talk with you! -DM CLIMATE ESG STICKS AND SUSTAINABILITY STONES By:

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Weekly Radar

Weekly Radar #261 - Utter Value Decimation, Inserting the Consumer, Revitalizing the Smart City Bus...

EDITOR'S CORNER This past week, due to the onslaught of AI startups promising efficiencies never before seen, I decided to modernize the merits of friction essay originally published five years ago. It's a bit of a narrative violation, but think you'll like it. Prior

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Proptech Earnings Radar Featured

Proptech Earnings Radar - Q2 2023

Second quarter results are in for proptech’s public companies. Our last summary of results was Q2 2021. As part of launching our Crystal tier, we’re bringing the earnings radar back. This time, better than ever as an ongoing Biz Intel Series. We’re re-starting with the ten companies

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Weekly Radar

Weekly Radar #260 - Wear Green To Your Next Job Interview & Walking to a Friendly Face

EDITOR'S CORNER We have big news: We’re switching to a new platform (Ghost) to make the GEM Crystal better than ever! To view this week’s radar, you can go ahead and view it at the link below (you'll have to login w/ your email

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Weekly Radar

Weekly Radar #259- Carbon Concrete, Touch of Green, Another VC STR in the Closet...

EDITOR'S CORNER In a deviation from our normal residential and commercial tech, Stephen Del Percio deep dives on agriculture tech, exploring the impact of vertical farming. In this week's Radar, we cover the power of insurtech/proptech companies to respond to climate change, manufactured concrete, plants

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Weekly Transmission

An Agricultural Crisis of Green Proportions (Newsletter #261)

BY: STEPHEN DEL PERCIO [Adapted from infrastruttura, a new newsletter covering innovation in the design, development, and delivery of global civil infrastructure.] High-tech hydroponic vertical farms were once viewed as an elegant solution to deforestation and climate change-driven food insecurity, and a leafy green oasis within the food deserts that