For those of you attending the National Housing Supply Summit organized by Dennis Steigerwalt and Matt Hoffman in Washington DC, the Innovators Roundtable Dinner is this Wednesday, March 18th. Let us know if interested in a spot.

Last week in San Francisco, GEM members and PropTech guests gathered for our Innovator's Roundtable Dinner hosted by GEM Ambassadors Mark Choey and Heather Harmon. We're proud to continue to provide the safe and private space for founders and industry peers to come together and build deep relationships.

All ten public companies we deem most important have reported earnings. Stay tuned, the complete Q4 2025 Proptech Earnings Radar will be released this week.

-Jesse Wright

NEW GEM MEMBERS

• Jerimiah Taylor from BetterBot
• Matthew Maier from Rejig.ai

UPCOMING GEM EVENTS

• Washington DC: Innovators Roundtable Dinner (March 18th)
• Seattle: Proptech Happy Hour (March 24th)
• Seattle: Private Residence Dinner (April 1st)
• Dallas: Innovators Roundtable Dinner (April 9th)

Interested in learning about future dinner opportunities? Sign up for GEM Primer.

In this Weekly Radar, we cover:

• 3d printing company ICON announced the commercial rollout of new Titan machines, described as a "multi-story robotic construction system."
• a16z's Institutional AI vs Individual AI analysis is the most potent summary available regarding AI's impacts, limitations, and opportunities.
• Meta acquired Moltbook, the Reddit-like 'social network' where AI agents using OpenClaw can communicate with one another.
• The GEM Proptech Index decreased 5.26% from the previous week.

Latest from Geek Estate Blog:

Rental Fee Transparency and the Software Test for Property Managers

The compliance clock is ticking for property managers. What once started as a best practice in rental listings is rapidly becoming a regulatory expectation that demands real action. Fee disclosures that were previously buried in fine print, PDFs, or buried conversations during the leasing process…

GeekEstate BlogMerrick Lackner

Unlocking Donor-Advised Funds to Address the Homeownership Crisis

For the first time in modern history, an entire generation faces the prospect of being permanently priced out of homeownership, with long-term consequences for wealth accumulation, community stability, and economic mobility. At the same time, the philanthropic landscape has quietly changed. Donor-advised funds have accumulated…

GeekEstate BlogFrank Rohde

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

Transmission Recap:
This week, Joe Dahleen explores the integrated end to end real estate platform that companies all seem to be working towards, with smaller companies now making a go of the strategy of giants.. Most recently, Drew Meyers pondered ❇️the question "what does it mean to be human in an AI world?" and dives into the reasons he hasn't gone all-in on AI voice❇️.

BIZ INTEL

PROPTECH INDEX WEEKLY - AS OF 3/13/2026
By: Community Relations

Consisting of 25 stocks, the GEM Proptech Index had a combined market cap of $223.519B, a decrease of 5.26% from the previous week.

QUARTERLY EARNINGS SUMMARIES
Read full summaries for: ❇️Blend (new), CoStar, Compass, Rocket, Opendoor, Airbnb, Zillow, News Corp, eXp, and ProCore❇️ (will be published to Crystal subscribers later this week).

GEM MEMBER NEWS

• Bayleys Advisors across New Zealand and Fiji join REALM Global Luxury Real Estate Network — Laura Monroe
• Zumper promoted Shawn Mullahy to CEO to lead next phase of growth. — Anthemos Georgiades
• Maor Greenberg was a guest on the Proptech Expresso Podcast with Mark Hurst — Listen to the episode here
• MoxiWorks and Michael Saunders & Company announced a partnership to Power Brokerage’s Next Phase of Growth — Krista Hannahs
• Netze homes reached a major milestone — Anthony Tworek

CONSTRUCTION

DRIVING TITAN
By: Drew Meyers

3d printing company ICON announced the commercial rollout of new Titan machines, described as a 'multi-story robotic construction system'," according to The Architect's Newspaper. Road legal. Lightweight. 27 feet tall, two operators are required "to maintain a single 2,500-square-foot printing area." The price: Reserve a machine with a deposit of $5,000 and purchase one for a lean $899,000. 

This machine being street legal is the big unlock. Just hitch it to a truck, and go. That means they can be deployed nearly anywhere.

How large of a builder do you have to be to afford $900k for a Titan machine? Will a big influx of concrete housing inventory come online as a result of this technology? How long will it take to sell, manufacture, and roll these out at a scale that starts to make a dent in the country's housing shortage?

ARTIFICIAL INTELLIGENCE

SEVEN PILLARS OF INSTITUTIONAL INTELLIGENCE
By: Drew Meyers

After reading a16z's Institutional AI vs Individual AI analysis, I agree with Heather Harmon's stance that it is most potent summary available (that either of us have read) regarding AI's impacts, limitations, and opportunities. The article dives into the seven pillars of institutional intelligence: