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
Paid-members only Weekly Radar Weekly Radar #317: Insertion Of A Machine Soul, Feel Good Neighborhood Testbed, Getting Away With Investor Financing In this Weekly Radar, we cover: * Doorvest acquired Getaway to create a vertically integrated platform for managing investment properties. Although skepticism remains regarding the financial benefits for Getaway's investors, future wealth management divisions inside brokerages will serve as a sizable potential customer acquisition channel. * Resilience hubs are key
Paid-members only Weekly Radar Weekly Radar #316: Institutions Parking Their Money, When A Startup Thesis Just Makes Sense In this Weekly Radar, we cover: * Investment in parking is increasing, driven by companies like Metropolis, which expanded into parking operations after acquiring a parking operator, and by the use of technology for ticketing, payment enforcement, and automated reporting. * Skyfire raised $8.5 million in seed funding to build an
Paid-members only Weekly Transmission Artificial Portal Wars (Transmission #304) With every company on the planet seemingly infusing AI into everything, it’s no surprise we’re seeing natural language models infiltrate real estate search. Zillow entered the ring in 2023, and this week, the upgraded experience references “additional criteria when searching for homes using natural language, including commute time,
Paid-members only Weekly Radar Weekly Radar #315: Removing The Guards, Helping The Silver Generation, Knights Of The Retrofit Roundtable In this Weekly Radar, we cover: * Egypt's $1 billion hydrogen-powered skyscraper in the New Administrative Capital is a bold green energy gamble, contingent on a clean energy supply chain and dwarfed by Saudi Arabia's Line megaproject. * Proptech companies have a prime opportunity to drive energy retrofits
Members only Weekly Transmission An Irreplaceable Value Proposition (Transmission #303) There is a long history of technology companies aiming to reduce agent commissions, or displace them entirely. Now that the changes from the NAR settlement have gone into effect, a fresh wave of ambitious entrepreneurs are attacking the commission pie. Shay pitched itself as the "the first self-representation platform
Paid-members only Weekly Radar Weekly Radar #314: Brewing A New Developer Profile, Self Representation Realities, RealPage-Justice Department In this Weekly Radar, we cover: * California is encouraging school districts to develop housing on surplus land, with existing projects and partnerships highlighting a new opportunity for developers. * Shay's launch as the "first" self-representation platform for homebuyers is not the first, and lacks the comprehensive expertise
Paid-members only Weekly Transmission Fairness and Efficiency in Agent Compensation (Transmission #302) 💡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 and wide. Curious? Additional examples. Proptech's Leader has Been Crashing Our
Paid-members only Weekly Radar Weekly Radar #313: Autodesk Goes For Gold, Profit Is King, Turning The Late Spigot In this Weekly Radar, we cover: * Autodesk will collaborate with Los Angeles using its CAD and BIM software for sustainable retrofitting during the 2028 Olympics, reflecting a growing trend of public-private partnerships in proptech, driven by climate change and opportunities like the new space race. * Placemakr, under Jason Fudin'
Paid-members only Proptech Earnings Radar Proptech Earnings Radar - Q2 2024 (Series V, Part V) Q2 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 28 companies in our wrap-up. The quarter featured record earnings,