Paid-members only Weekly Transmission Aggregation of Value (Transmission #294) Aggregation of value can prove immensely useful in business and partner development, as I realized early in my career at Zillow. I detail how value aggregation playing out in the evolving brokerage landscape, and provide a few ideas for how revenue tech leaders should use the strategy in their GTM
Paid-members only Weekly Radar Weekly Radar #303: Ideas Are Everything?, Freddie Mac Goes For Seconds, A Material Question In this week's Weekly Radar, we cover: * Freddie Mac's proposal to enter the secondary mortgage market by purchasing second mortgages has received support from Wall Street analysts and fintech startups like Point, Figure, and RenoFi, but also raises concerns about potential risks reminiscent of the 2008
Paid-members only Weekly Transmission Proptech Highlight: Multi-Family Composting Made Easy (Transmission #293) In our latest essay, Drew Meyers explores how Demi’s composting solution for urban multi-family residences could help lead to a food waste-free world. Let's get to it...
Paid-members only Weekly Radar Weekly Radar #302: Zero To A Billion, NWMLS Charts A Different Course, Sucking Carbon In this week's Weekly Radar, we cover: * NWMLS decided against joining NAR's settlement agreement, citing it reduces compensation transparency and restricts sellers' options. * Alphabet-backed 280 Earth opened its first carbon capture plant and secured $50 million in funding, furthering the ability for landlords to use
Paid-members only Weekly Radar Weekly Radar #301: The State of the the Insurance Crisis, Red Rentals, Renting in Chunks In this week's Weekly Radar, we cover: * With climate change driving up insurance costs homeowners and renters, especially those who are "house poor," are at risk. * Keyper, a UAE rent payment startup, joins a competitive market with U.S. players like Bilt Rewards and Piñata after
Paid-members only Weekly Transmission Tooling and Templating A Path to the Top (Transmission #291) In our latest essay, Nate Smoyer details how creating tailored tools & templates can boost organic traffic and lead generation, positioning your products as a natural next step. Let's get to it...
Paid-members only Weekly Radar Weekly Radar #300 🎉: Robots Coming To A Home Near You, Two Mynds Are Better Than One, GPT 4o = Voice Is Here In this week's Weekly Radar, we cover: * GPT-4o could popularize Hume's emotionally intelligent experience, making it crucial for AI developers to focus on unique data as big tech will dominate innovations in other areas. * Roofstock's merger with Mynd provides complete SFR solutions, highlighting the
Paid-members only Proptech Earnings Radar Proptech Earnings Radar - Q1 2024 (Series IV, Part IV) First 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 thirty companies. The quarter included several notable updates, led by
Paid-members only Weekly Radar Weekly Radar #299: Automating Buyer Inquiries, Proptech Index down 2.55%, Office Amenities Get A Clue In this week's Weekly Radar, we cover: * Redfin launched "Ask Redfin," a nationwide AI assistant for home searches, which often pushes for tour scheduling over addressing buyer queries, highlighting a need for improvements in the consumer experience. * Office occupiers may find a winning recipe for their
Paid-members only Weekly Transmission Ushering in a Car Free Future (Transmission #290) A car-free lifestyle is a reality for millions around the globe. But who can realize this promise for Americans? In our latest essay, we examine the Culdesac apartment complex in Tempe, the poster child of a car-free future, and question what role will technology play in making the lifestyle commonplace
Paid-members only Weekly Radar Weekly Radar #298: Sustainability Is But A Flip Away, Yardi Doubles Down on Flex Space
GEM Crystal versus GEM Diamond Want to understand our content offerings? Wondering whether Crystal or Diamond is the appropriate offering? Read on… Content Types We publish three types of content for the GEM membership base: Radars, Transmissions, and Proptech Earnings summaries. Radars: Curated links and analysis blended with out-of-the-box ideas about real estate, startups, and
Weekly Transmission Controlling the Real Estate Software Canals (Newsletter #289) Written By: Nima Wedlake [Adapted from What's Interesting in Real Estate Tech? From The Appraisal] Vertical software companies have proliferated over the last decade. Across real estate and construction, there are now specialized products for roofers, commercial kitchen operators, pool service companies, and even flooring retailers. Venture firm
Weekly Radar Weekly Radar #297: Futurizing With Geek Estate 4.0, HSA Agrees To A Cool Quarter B, The Struggle Is Real, Completing A Courtship Of The 3D World What's covered in this week's GEM Crystal Weekly Radar: * Our team has launched Geek Estate 4.0. - our brand-new marketing site! * Drew covers the recent HomeServices of America settlement, and comes to the conclusion that the lawyers have won. * The Foundation for Innovation in Real
Weekly Transmission Searching What Could Be, Rather than What Is (Transmission #287) The vast majority of future homeowners don’t have the ability to picture homes differently than their current condition. This is interesting because many buyers plan to renovate the kitchen/bathrooms, finish the basement, or add bedrooms. Imagine a world where buyers could search homes based on what they could
Weekly Radar Weekly Radar #296: Fracking Green, Rates The Other Way What's covered in this week's GEM Crystal Weekly Radar: * Is it possible to use every part of a building to generate energy or sequester carbon? Logan dives into clean startup Modern Hydrogen and how the company is helping to reduce carbon emissions. * The potential for another
Weekly Radar Weekly Radar #295: Grassroots To Green Loans, Seller Concessions Unpacked What's covered in this week's GEM Crystal Weekly Radar: * Building Decarbonization In-a-Box is launching in nine cities, addressing the emissions of sub-50,000 square foot multifamily and commercial buildings that represent the vast majority of properties in America. * Drew revises his thoughts on the future of
Weekly Transmission Real Estate’s Realty in a New Reality (Transmission #286) Hey there, In one of our most thought-provoking Transmissions of the year (to date), we take to the future. Imagine waking up 11 years from now - 2035 to be exact. Real estate has been revolutionized by new technologies and has evolved with the time. How do buyers discover the
Weekly Radar Weekly Radar #294: The Glass Act, Have A Little Empathy Mate, Co-Ownership's Price Moment What's covered in this week's GEM Crystal Weekly Radar: * Smart window maker View declares Chapter 11 bankruptcy and goes private. * Hume AI's Empathic Voice Interface (EVI) technology optimizes for human well-being. The demo is open for new users to try. * Pacaso is lowering the
Paid-members only Weekly Radar Weekly Radar #293: Flexing Flex Living, Climate Conveyor Belt, The Bull For $34M In MLS Fees, Free Riding On Water What's covered in this week's GEM Crystal Weekly Radar: * Landing acquired Barsala for $30M + Blueground raised a $45M Series D. * Montauk Climate is a new climate-focused incubator. Founded by Casper founder Philip Krim, the incubator focuses on electrification and decarbonization. * There are 30 MLSs that are
Paid-members only Weekly Radar Weekly Radar #292: Painting Small Offices Green, $57M Added to Settlement Sum, REW Strikes First What's covered in this week's GEM Crystal Weekly Radar: * Logan dives into the increasing demand for sustainable office space and how inventory appears to be falling short. * Compass "agreed to settle in its commission lawsuits" for $57.5 million. * Drew covers the first buy
Proptech Earnings Radar Proptech Earnings Radar - Q4 2023 (Series IV, Part III) Fourth quarter results are finally (mostly) 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 thirty one companies. Without further ado, let’s
Paid-members only Weekly Radar Weekly Radar #291: The $418 Million Settlement, It Pays To Sign, Sustainability Arms Race What's covered in this week's GEM Crystal Weekly Radar: * Drew covers this week's $418MM NAR settlement and what it means for brokerage entities. * How are buyers incentivized to participate in Redfin's new Sign & Save program? We cover the program details. Geek
Paid-members only Weekly Transmission It’s All in the Wood (Transmission #284) 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. Concrete, timber, masonry, steel—four of the most foundational elements of commercial and residential real estate. This statement is true now, but also