Paid-members only Weekly Radar Weekly Radar #332: Your Unique Edge, Travel Planning Startup Woes, Mini Casita, $500M In Powder In this Weekly Radar, we cover: * Travel planning startups have faced similar challenges as home search startups. * Founders must identify unique market insights that others miss to gain a competitive edge and attract investor confidence. * Fifth Wall is raising $500 million through its REACT Fund to expand investments in innovative
Weekly Transmission Featured Looking Forward to 2025: A Data Promise in a Machine World (Newsletter #312) đź’ˇCRYSTAL 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 and wide. Curious? Additional examples. Proptech's Leader has Been Crashing Our
Weekly Transmission 2024 in the Rearview: Trends That Hit the Mark, and Missed (Transmission #311) As always, links surrounded by the ❇️ emoji indicate exclusive GEM Diamond content. If you would like to have access to all links, please consider GEM Diamond membership. In a wild wild year, the topic that dwarfed them all was the commission lawsuits and the NAR settlement. To miss it would
Paid-members only Weekly Radar Weekly Radar #331: Intangibles, Parking Lot Robotics, A (Near) STR Unicorn, Fairly Or Barely? In this Weekly Radar, we cover: * The importance of intangible qualities by founders cannot be understated when it comes to securing VC funding. * WeFunder's Jonny Price highlights the need for personalized outreach in successful crowdfunding campaigns. * 215 Robotics targets parking lot maintenance with advanced robotics in a massive
Paid-members only Weekly Transmission Funding Future Homeowners (Transmission #310) As always, links surrounded by the ❇️ emoji indicate exclusive GEM Diamond content. If you would like to have access to all links, please consider GEM Diamond membership. It’s safe to say that many parents want more ways to help their children build wealth. Many end up helping their offspring
Paid-members only Weekly Radar Weekly Radar #330: Tech-enabled Services Boost, Orbiting Compute Power In this Weekly Radar, we cover: * SERHANT. Technologies raised $45M to develop its AI platform and expand services, though skepticism surrounds its tech-enabled brokerage model and investor appeal. * Lumen Orbit secured $11M for space-based AI data centers using 24/7 solar power, with strong backing from NFX and other investors.
Paid-members only Weekly Radar Weekly Radar #329: Easy No Longer, VC Fundraising Milestones, Luxury Brokerage Union, Going Gray Man In this Weekly Radar, we cover: * Compass merged with Christie’s and @properties in a $444M deal, consolidating two luxury brokerages. * 75 & Sunny outlined VC funding milestones to guide founders' 2025 fundraising efforts. * Greystar’s modular apartments are intended to cut costs and time but lack design innovation.
Paid-members only Weekly Radar Weekly Radar #328: Hiring Mode In Founder Mode, Where Danger Meets Opportunity In this Weekly Radar, we cover: * To thrive, the real estate industry must embrace change rather than live in the past by adopting tools like Final Offer and Local Logic and redefining value propositions, in order to address strategic threats while enhancing collaboration, transparency, and consumer engagement. * Brian Chesky, CEO
Paid-members only Weekly Radar Weekly Radar #327: Window To The (Climate) Goal, Powering Away The Darkness In this Weekly Radar, we cover: * Tesla, EcoFlow, Bluetti, and Jackery offer energy solutions to minimize the impact of power outages, prompting an opportunity for pre-sale upgrades and self-sustaining solar-powered communities. * Aeroshield claims to improve window insulation by up to 65%, but affordability remains critical for retrofitting older buildings. * The
Paid-members only Proptech Earnings Radar Proptech Earnings Radar - Q3 2024 (Series V, Part VI) Q3 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. We also included a table covering the top 27 companies in our wrap-up. Results were a mixed bag,
Paid-members only Weekly Radar Weekly Radar #326: Smoking Wood, $100M in Doors, Proptech Index Down 4.96% In this Weekly Radar, we cover: * Doorloop raised a $100 million Series B to expand its property management software, but lacks differentiation in a crowded market dominated by established players like AppFolio, RealPage, and Yardi. * Plantd's grass-based building panels, now adopted by homebuilder D.R. Horton, present a
Weekly Transmission Featured Riding the 100% Adoption Bicycle (Transmission #309) As always, links surrounded by the ❇️ emoji indicate exclusive GEM Diamond content. If you would like to have access to all links, please consider GEM Diamond membership. [Adapted from Approaching 100% Adoption in Proptech.] WRITTEN BY: RIVERS PEARCE The puzzle of technology adoption has been wrestled with for years. Agents
Paid-members only Weekly Transmission Rooming Up the Ownership Equation (Transmission #308) As always, links surrounded by the ❇️ emoji indicate exclusive GEM Diamond content. If you would like to have access to all links, please consider GEM Diamond membership. We all know living with others brings down the cost of housing. Enter every sorority, fraternity, and college dorm ever as proof. To
Paid-members only Weekly Radar Weekly Radar #324: Construction Climate Calorie Counter, Turbo Charging Offers, CLT Beauty, Proptech's Collective Job Board In this Weekly Radar, we cover: * Emidat’s platform streamlines low-cost EPDs, becoming essential for construction transparency. * TurboHome’s AI-driven buyer service is the latest to discount brokerage to launch, but faces all the same challenges. * Crow Holdings’ CLT building in Frisco showcases sustainable design that boosts productivity. * Arc’s
Paid-members only Weekly Radar Weekly Radar #323: No Brakes For EVs, Calling BS On The Anti-CCP Argument In this Weekly Radar, we cover: * D.C.'s new proposed EV bill boosts companies like GoPowerEV and Orange Charger in expanding charging infrastructure. * Reffkin's housing market claims face skepticism, and Compass's AI strategy questioned against longstanding likely to sell rivals like Revaluate. * The GEM
Weekly Radar Calling BS on the Anti-CCP Argument The assault on Clear Cooperation Policy feels like all anyone is talking about over the last couple of months. AREA launched a petition to end it, but the most vocal critic has no doubt been Compass CEO Robert Reffkin. While in Seattle at CMLS, he spoke about "how the
Paid-members only Weekly Transmission Organizing the Coming Skyward Chaos (Transmission #307) The future is one with many, many machines and devices navigating the airspace above us every minute of every day. With a range of 60 miles, Eva Air is building a full scale prototype of its eVOTL for passengers. Archer’s Midnight electric air taxis are coming. Draganfly is bringing
Paid-members only Weekly Radar Weekly Radar #322: The Sustainable Construction Merry-go-round, Pressing Property Management In this Weekly Radar, we cover: * Brimstone, CarbonCure, Mycocycle, and Mogu provide diverse decarbonization solutions for construction, focusing on circular economy approaches. * Airbnb's Co-Host Network aims to lower hosting barriers, potentially reducing traditional property management fees while relying on human, not AI, co-hosts. * The GEM Proptech Index had
Paid-members only Weekly Radar Weekly Radar #321: Housing Factory², Co-owning Upside For The Little Guy, The 5 Ws and H of Angel Investing In this Weekly Radar, we cover: * Cuby’s Mobile Micro-Factory aims to solve logistical and skilled labor challenges in housing production, while leveraging partnerships with local operators. * Pacaso’s new Reg A growth round enables small investors to participate in co-ownership opportunities, with leadership poised to address financial setbacks and
Paid-members only Weekly Transmission Lien No Longer, Incentivizing the Long (Transmission #306) Reaching and converting sellers is an expensive, competitive proposition, with everyone in the industry already spending big dollars against them. So, why not convert the sellers of tomorrow, today? That prospect got harder with now that California has “won a legal victory against MV Realty, a company known for its
Paid-members only Weekly Radar Weekly Radar #320: Climate Risks In The Spotlight, Let There Be Another In this Weekly Radar, we cover: * PropEco’s energy model provides property-specific climate risk and efficiency insights, potentially setting a new standard for property assessments. * Bramble, an AI-powered discount brokerage backed by Y Combinator, represents yet another tech-driven, flat-fee real estate brokerage. * The GEM Proptech Index had a combined market
Paid-members only Weekly Radar Weekly Radar #319: Proptech-Pleasing Policy Package, Affirmation Of The Long, CCP Axe To Grind, Hacking The Way, A Virtual Stronghold Out Of The Gate In this Weekly Radar, we cover: * Compass CEO Robert Reffkin is leading efforts to end the Clear Cooperation Policy, but spinning the fact the motive is not homeowners' best interests but Compass' best interest. * Proptech companies involved in property sustainability should advocate for policy recommendations from nonprofit groups
Paid-members only Weekly Radar Weekly Radar #318: Another Discount Pitch, Climate Risk Class In Session In this Weekly Radar, we cover: * Brookings Institution report highlights the financial burden of climate resilience improvements for homeowners and renters, with affordable housing nonprofit Enterprise Community Partners launching Resilience Academies to help low-income housing professionals address climate risks. * Discount brokerage Falaya offers a low-fee service for sellers, but skepticism
Paid-members only Weekly Transmission Paving The Yellow Brick Road to Funding (Transmission #305) Fundraising is hard. The markets suck. Investors are risk averse. Proptech isn’t a shining sector. All that’s true, I get it. It’s Blueprint week, and virtually every proptech VC will be on the ground in Las Vegas by Wednesday. Many, many founders have opened rounds in the