Weekly Radar #340: Inching Toward A Beautiful Prefab Mundanity, Proptech Index Down .98%, Forthcoming Decimation Of Saas
In this Weekly Radar, we cover:
- Prefab housing like West Holden Place’s rapid assembly is approaching mainstream adoption as developers look to mitigate high material costs and investors prepare for tariff-induced price fluctuations.
- Greg Isenberg predicts AI will replace SaaS interfaces, making custom software creation nearly free.
- The GEM Proptech Index decreased 0.98% from the previous week.
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Transmission Recap:
Most recently, Drew Meyers explored the Tesla-ification of motorhomes, with a new wave of fully electric, luxury vehicles and towables led by Lightship and Pebble coming to market. Before that, Brad Cartier pondered a way the U.S. could address urban blight and housing affordability by adopting strategies inspired by Japan's "Akiya" concept for dilapidated housing stock.
BIZ INTEL
PROPTECH INDEX WEEKLY
By: Community Relations
Consisting of 29 stocks, the GEM Proptech Index had a combined market cap of $250.377B, a decrease of .98% from the previous week.
Porch shares jumped 61.43% this week after analysts from Oppenheimer, Benchmark, and Loop Capital raised their price targets and rated the stock as an outperform following its earnings announcement.
CONSTRUCTION
INCHING TOWARD A BEAUTIFUL PREFAB MUNDANITY
By: Logan Nagel
The day that disruptive technology is no longer seen as something new and exciting is the ultimate market penetration goal for any visionary builder. Prefabricated housing is approaching this moment. Panelized construction, or baby prefab, is already widely used—something multiple people spoke to at the ULI Housing Opportunity conference last week.