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,
Paid-members only Weekly Radar Weekly Radar #312: Tech Investor Positivity, There's Money In Laundering, Product vs Distribution In this Weekly Radar, we cover: * Cents, backed by $40M from Camber Creek, is expanding its niche in laundromat management through its acquisition of Laundroworks, hinting at potential tech opportunities in other stable industries like car washes. * We used generative AI to envision an hourly-based compensation model with performance bonuses
Paid-members only Weekly Transmission The Proptech Space Race (Transmission #301, Part I) 💡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 #311: Blessing Co-Ownership, An Aggregation of Investor Products, Proptech Index Down In this Weekly Radar, we cover: * The Palm Springs City Council approved an ordinance regulating co-owned homes, with Pacaso noting it as a state-first, but the high price requirement may lock out those who need co-ownership the most. * Opendoor spun off its Open Exchange business into a new company, Mainstay,
Paid-members only Branding in the Modern Day and Age (Transmission #300) 💡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 #310: Crowded Insurance Future, The Golden Moment for Materials Emissions Measurement In this Weekly Radar, we cover: * The EPA's $160 million in grants highlights the need for better data on construction materials emissions, with companies like Measurabl and Kojo positioned to enhance visibility and comprehensive Environmental Product Declarations. * With the wildfire in Jasper exacerbating the home insurance crisis, alternative
Paid-members only Weekly Radar Weekly Radar #309: Co-buying's Finance Moment, Carb-free Treasure, Four Weeks Can Change Four Generations In this Weekly Radar, we cover: * Grimshaw Architects' new a decarbonization toolkit, Minoro, shows the potential for high quality content marketing...a missed opportunity for a tech company to gain mindshare with building owners. * A recent Zillow "Homeowner Mates" ad promotes co-buying as a cost-effective solution for
Paid-members only Weekly Transmission A Block Approach to Ownifying Houses (Transmission #299) WRITTEN BY: BRAD HARGREAVES This week, Brad Hargreaves explores Ownify's "bricks" fractional ownership model as one of the promising approaches in the landscape of players working to unstick the housing market. Last week, Pierre Calzadilla suggested that driving agent adoption after partnerships requires detailed contracts, pre-launches
Paid-members only Weekly Radar Weekly Radar #308: The Hedge Fund Farce, The Sustainable Sourcing Gorilla In The Room In this Weekly Radar, we cover: * Rep. Katie Porter supports the End Hedge Fund Control of American Homes Act, but John Burns research indicates hedge funds are not the ones driving prices. * McKinsey’s new Sustainable Materials Hub helps clients create sustainable supply chains, signaling a new focus on decarbonization
Members only Gaining Adoption Once the Contract is Signed (Transmission #298) WRITTEN BY: PIERRE CALZADILLA Signing brokerage and franchise partnerships to reach agents is a common distribution strategy among residential proptech startups. But once a broker signs on the dotted line, driving agents to actually use your tool or service is critical to ensuring partnership success. I’ve learned quite a
Members only Weekly Radar Weekly Radar #307: Legal Battles Roll On, Big Box Retail Wades In In this Weekly Radar, we cover: * Move, Inc. sued CoStar for trade secret theft, prompting a call for industry leaders like Zillow, Redfin, Homes.com, Realtor.com, and Movoto to prioritize product innovation over lawsuits. * Costco plans to build a new warehouse in L.A. with 800 apartments, including 184
GenAI Rails Rule the Roost (Transmission #297) 💡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 #306: Is Now The Time For Cutting Out The Agent?, Bidding For Listings, World Climate War II In this Weekly Radar, we cover: * Companies like 280 Earth and Neustark, which raised $69 million for carbon mineralization, innovate in decarbonization, but their existence may conflict with the goal of completely eliminating carbon emissions. * In a rough time for startup funding, peer practice pitches would be a great way
Time for an API Aggregator to Emerge (Transmission #296) 💡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 #305: Hooking Commission Disclosures, Chokepoint of Innovation is Regulation, the Next Chapter: Building Profitable AI In this week's Weekly Radar, we cover: * HUD announced a potential pilot for direct cash housing assistance to address Section 8 challenges, inspired by successful programs in Philadelphia, D.C., and Rochester, and tech innovations from Propel and Code for America. * At the Innovative Housing Showcase, regulators and
Paid-members only Weekly Radar Weekly Radar #304: A Proptech Excursion For The Ages, Stormproofing Against Mother Nature, To Lunar Infinity And Beyond I couldn't be more excited to announce GEM's first international excursion, GEM Walks the Camino. The seven-day journey starting in Sarria, Spain and ending at the Cathedral Santiago de Compostela will take place in May 2025. The cultural experience has been on my radar for years.
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