Paid-members only 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
Paid-members only 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
Paid-members only 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
Paid-members only 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)
Paid-members only 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
Paid-members only Weekly Transmission The Skeleton Keys to Alternative Investments (Transmission #328) The prospect of democratizing access to real estate investments—once the exclusive domain of wealthy individuals, accredited investors, and family offices—has fueled a wave of fractional investment platforms. But challenges abound. Reaching everyday investors requires expensive marketing, and building trust remains a major challenge to converting interest into actual
Paid-members only Weekly Radar Weekly Radar #361: Legalities For The Loss, Proptech Index Down 2.69%, Pricing Psychology In this Weekly Radar, we cover: * CoStar sued Zillow and others over photo use, continuing a pattern of lawsuits seen as unproductive and anti-innovation. * DocSend’s journey to product-market fit involved embracing counterintuitive pricing strategies and product-led growth, lessons now central to GEM Aventurine’s accelerator philosophy. * The GEM Proptech
Paid-members only Weekly Radar Weekly Radar #359: The Seasonal Product Release, Tedx Talks On Real Estate Wealth Creation, Proptech Index Up 2.38% In this Weekly Radar, we cover: * Frank Rohde and Michael Barnes use TEDx talks to advocate for tackling barriers to homeownership and closing the wealth equity gap through innovative housing solutions. * Zillow’s summer product release reflects a strategic shift toward major, Airbnb-style product announcements to stand out in a
Paid-members only Weekly Radar Weekly Radar #358: State of AI event, laughing at latest portal wars, company tracking with AI, slinking referrals In this Weekly Radar, we cover: * Newspaper publisher Gannett formed a multi-year agreement with AddressUSA to power an online real estate portal across the USA TODAY Network including USA TODAY and over 200 local publications nationwide. Really? * A new Referral Disclosure form from Northwest MLS is a move toward "
Weekly Transmission Wellness: A New Paradigm for How We Build (Transmission #326) WRITTEN BY: HEATHER HARMON The built environment is undergoing a profound transformation. No longer is real estate simply about shelter or square footage; today, a growing movement recognizes that buildings play a critical role in human health, productivity, and well-being. This shift is embodied in the rise of wellness real
Paid-members only Weekly Radar Weekly Radar #357: Compass Goes Legal (again), Opendoor pivots to lead gen, metaprop pitches, Proptech Index Up 2.19% In this Weekly Radar, we cover: * Compass is up to its not fun legal antics once again, suing Zillow "over new rules that ban privately marketed listings from the platform. * Opendoor launched a Key Connections program to connects partner real estate agents with high-intent sellers...the agent disruptor graveyard
Weekly Transmission The Fantasied Beginnings of a Secret Real Estate Tech Society (Transmission #324) [Editor’s note: This Camino-inspired transmission blends both humans and machines (ChatGPT) to imagine how GEM might have begun had this “secret real estate tech society” (as some call it) been hatched hundreds of years ago, rather than in 2017. This is fiction.] Audio file: Want to listen to this,
Paid-members only Weekly Radar Weekly Radar #356: Flowing In An Interview, Proptech Index Down 1.08% In this Weekly Radar, we cover: * Flow faces skepticism for its vague community vision, but may thrive abroad where tenant screening is less restricted. * The GEM Proptech Index decreased 1.08% from the previous week. As always, links surrounded by the ❇️ emoji indicate exclusive GEM Diamond content. If you would
Paid-members only Weekly Radar Weekly Radar #355: Building In An AI World, Flying Motorbike Debuts, Proptech Index Down 0.49% In this Weekly Radar, we cover: * Stackpoint Ventures argues AI should enhance workflows across roles. * Volonaut revealed a jet-powered Airbike, pushing personal air mobility toward a high-speed, lightweight future. * The GEM Proptech Index decreased 0.49% from the previous week. As always, links surrounded by the ❇️ emoji indicate exclusive GEM
Paid-members only Weekly Radar Weekly Radar #354: 52,000 Residences Strong, At the Buyer Demand Table, Regulation For Landlords = Adoption For Rental Tech, Proptech Index Increased 4.54% In this Weekly Radar, we cover: * Compass’ Buyer Demand Tool is neither novel nor innovative compared to longstanding tools from the likes of RealScout and Percy. * New landlord regulations in California are accelerating adoption of compliance and screening tech like Rely, RentSpree, Rental Beast, and Verifast. * Alfred’s merger with
Paid-members only Weekly Radar Weekly Radar #353: Wandering to $50M, Challenges Abound in Fractions, New Jersey's Blockchain Bet, Proptech Index Up 0.68% In this Weekly Radar, we cover: * Success as a startup founder boils down to consistently embracing the unglamorous, persistent work of sales, regardless of company stage. * Wander's shift to an asset-light short-term rental model is smart, but building a branded rental brand faces steep, steep executional challenges. * Fractional
Paid-members only Weekly Transmission All-in-One, or All-for-What? (Transmission #323) In the real estate portal arms race, everyone’s chasing the same prize: owning the entire consumer journey. From a consumer’s first dream of home ownership to eventually financing, closing, and even servicing it, portals want to own the entire transaction. Zillow’s bundled ecosystem of listings aims to
Weekly Radar Weekly Radar #352: GEM Walks the Camino, Proptech Index Down 5.59% In this Weekly Radar, we cover: * Members from the GEM community completed a 116 km Camino de Santiago trek marked by global connection, deep conversations, and a refreshing break from digital life. * The GEM Proptech Index increased 6.44% from the previous week. As always, links surrounded by the ❇️ emoji
Paid-members only Weekly Radar Weekly Radar #351: The Curve Of Agent Productivity, Proptech Index Up 6.44%, Lower Jumps Into Real Estate, Beyond The Network In this Weekly Radar, we cover: * Tech vendors all target the top 20% of agents doing 65% of the business, but standing out is tough as AI floods the market with new tools. * Lower bought Movoto to rival Rocket + Redfin with an "end-to-end" platform. But what does that
Paid-members only Proptech Earnings Radar Proptech Earnings Radar Pt. 2 - Q1 2025 (Series V, Part VIII) Q1 results are in for proptech’s public companies. Part 1 provides summaries of the ten companies we deem as the most important players in the broader category. In Part 2, we've shared some high level takeaways and included a table covering the top 27 companies in the
Paid-members only Proptech Earnings Radar Featured Proptech Earnings Radar Pt. 1 - Q1 2025 (Series V, Part VIII) Q1 2025 results are in for many of proptech’s public companies...
Paid-members only Weekly Radar Weekly Radar #350: Proptech Index Down 1.68%, Rocket Q1 - 2025 Earnings In this Weekly Radar, we cover: * It's earnings season...we published seven summaries last week and a full recap is coming later this week. * The GEM Proptech Index decreased 1.68% from the previous week. As always, links surrounded by the ❇️ emoji indicate exclusive GEM Diamond content. If
Paid-members only Weekly Transmission Putting the Clamps on the Platform Land Grab (Transmission #321) Airbnb recently updated its Off-Platform and Fee Transparency Policy. The two big buckets are off-platform payments (such as external damage deposits) and the more strategically interesting one—off-platform bookings. With a take rate between 5-15%, Airbnb knows that hosts moving guests off platform risks disintermediation. I’ve been thinking about
Paid-members only Weekly Radar Weekly Radar #349: Peer Accelerator for Experienced Founders, Unlocking The Power Of Open Ideas, Proptech Index Increased 0.08% In this Weekly Radar, we cover: * We launched Aventurine: a new peer accelerator launched to help experienced proptech founders like those from GEM’s community collaborate confidentially on their next venture, emphasizing creativity, support, and focused action over casual idea-swapping. * Organizations thrive when leaders like those in startups foster a