In this Weekly Radar, we cover:

• The Marriot deal a year ago was thought to be Sonder's savior. Not all great things last.
• Venture Codex is a new tool to research companies and their funding history, and figure out what potential investors are doing.
• The GEM Proptech Index increased 1.29% from the previous week.

We had a lovely evening at CDV 713, a gorgeous wine storage facilities and event space n Houston. Thanks to Natalie Campos Goodman for sourcing the venue and chef. This flavor of dinner is always better than a meal at a typical restaurant. If you know private venues and chefs in other cities, do let us know.

Geek Estate’s Proptech Getaway, an intimate (founders and C-suite) retreat for the brightest minds in proptech, is back for the 3rd year running…taking place in beautiful Central Oregon at Juniper Preserve April 28-30th, 2026. An exclusive gathering for GEM Diamond members. Are you coming?

Latest from Geek Estate Blog:

Finding the One Relationship That Changes Everything

Every successful journey has a story of an instrumental connection or insight that changed the trajectory. One relationship can—and does—change everything for a founder. Meeting the person who opens the door to a meeting with your first customer. The one who worked with your future…

GeekEstate BlogDrew Meyers

Streamlining Invoice Review & Approval for Real Estate Firms

[Note from editor: The “Mastermind Showcase” highlights companies and news from members of GEM Diamond. Today’s showcase comes from the 2025 REACH Commercial Class: BreatheEV] PredictAP provides AI-powered invoice coding specifically built for accounts payable (AP) functions in the real estate sector. Their accounting intelligence…

GeekEstate BlogGeek Estate Team

How AI Is Rewriting My Investment Playbook

Headlines from my inbox just this morning: AI Search Is Rewriting The Rules of Brand Visibility 2 Workflow Automations You’ll Wish You Learned Sooner Let AI Map Your Q4 Goals 7 Best New Features In ChatGPT It’s no secret that artificial intelligence is everywhere—AI might…

GeekEstate BlogNathan Miller

As always, links surrounded by the ❇️ emoji indicate exclusive GEM Diamond content. If you would like to have access to all links or attend our curated gatherings, please consider GEM Diamond membership.

Transmission Recap:

Last week, Maor Greenberg makes the argument that ❇️by checking construction designs for code compliance, spotting structural conflicts, and surfacing planning errors early, AI can drastically cut review cycles, flagging problems before they reach expensive review stages❇️. Most recently, Drew Meyers posited that ❇️the vision of rewards that span rents, mortgages, home services, groceries, and neighborhood commerce is fast becoming a reality❇️.

BIZ INTEL

PROPTECH INDEX WEEKLY - AS OF 11/14/2025
By: Community Relations

Consisting of 25 stocks, the GEM Proptech Index had a combined market cap of $265.071B, an increase of 1.29% from the previous week.
 
This week Sonder was removed from the index following its November 10th announcement of an immediate operational wind-down and Chapter 7 bankruptcy filing (see below). The coming full Q3 recap will provide more detail on Sonder’s path leading up to this point.

GEM MEMBER NEWS

• Chris Kelly delivered a keynote to 400 of the country's top real estate CEOs at YPO talking about AI and automation: Watch/listen. 
• Realtor.com released Spotlight Listings, a new marketing tool that enables agents to drive additional traffic to their listings. – Andrew Mattie and Anna Marie Castiglioni
• Arrived announced $27 million in new funding, led by Neo, alongside Forerunner Ventures, Bezos Expeditions, and Core. – Ryan Frazier
• Setpoint launched PledgeCheck, a new market standard for programmatically verifying that every asset in a collateral pool is unique and legitimately pledged to a single counterparty. – Stuart Wall, Eeshan Talwar and Ben Rubenstein  
• Ryan Coon announced Green Street Growth, a firm dedicated to acquiring and operating high-quality, stable, lower middle-market businesses.
• Nestment announced Nestment Key, the membership that gives serious buyers concierge-level access to a homebuying coach for $19.99/month or $199.99/year. – Niles Lichtenstein
• Josh Jensen from Inspectify was a guest on the Housing Insiders podcast with Jeremy Potter and Jonathan Lawless: Listen.
• Nate Smoyer was a guest on the Front Lines podcast: Listen.

BUILT WORLD

SONDER'S BREAKING MOMENT
By: Drew Meyers

The Marriot deal a year ago was thought to be Sonder's savior. Not all great things last. Marriott International announced that its licensing agreement with Sonder Holdings is no longer in effect; meaning Sonder properties are not available for new bookings on Marriott's channels. The news came as Sonder announced "it will complete winding down operations immediately and expects to initiate a Chapter 7 liquidation of its U.S. business."

I've stayed at Sonder (San Diego), Zeus (NYC), and Sentral (Austin) units. They were all nice, modern units. However, if I want a "premium, design-forward apartment"...