It'll be a busy week in Denver this week split between GEM events (see below) and 1000watt's Signal conference. One last trip before summer arrives. If you're in the area, reach out.

Can't say I'm looking forward to getting on another place after returning home from a 22 day trip to Spain, Charlotte, Savannah, and Charleston last week. One of the highlights of that trip was lunch in Charleston on Tuesday with Grier Allen, Rivers Pearce, Jeff Corbett, and Tyson Schuetze.

Are you planning to be in DC for the Realtor Legislative Meetings? If so, we'd love to see you at the lunch on 5/15 — Jonathan Lawless from Bilt is hosting. For the New Yorkers, there's an Innovator's Roundtable Dinner on the calendar for 6/23, hosted by Pierre Calzadilla from Upfront.

For those operating on the CRE side, Ben Wright is hosting a virtual First Cut meet and greet on June 23rd.

— Drew Meyers

EVENTS

• Sign up for GEM Primer, which gives you access to our app to view all upcoming GEM events.

NEW MEMBERS

• Jason Chung from Tochigami

ACTIVELY FUNDRAISING

• The America Housing Corporation - $50M Series A
• LotRoll - $3M Seed
• Zavvie - 10% Mezzanine Debt
• Quiet Cove - $750k Seed
• See more deals. 

PS: The summaries and decks are only available to VCs and angel investors. Interested in accessing them? Please email us a summary of your investment activity at community@geekestate.com

MEMBER NEWS

• Shovels partnered with Precisely and joined its Data Link program. — Ryan Buckley
• Ocusell expanded into Texas. — Hayden Rieveschl
• CoStar acquired Zonda. — Justin LaJoie
• Rently launched Ria, an AI Leasing Agent that turns leads into leases. — Merrick Lackner
• Property Management Inc. partnered with Blanket. — Lior Abramovich
• Inside Real Estate and Buffini & Company announced ‘BoldTrail + Buffini Mode’ — Grier Allen
• Atticus LeBlanc was a guest on Greg Robertson's Listing Bits podcast: Listen to the episode.

As always, links surrounded by the ❇️ 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, Seth Siegler urges everyone to ask themselves the question, ❇️"if I were going to start my company's worst competitor this weekend, from absolute first principles, what would I build?"…and then go build it❇️. Last week, we dropped the PropTech Earnings Radar for Q1 2026.

BIZ INTEL

PROPTECH EARNINGS RADAR - Q1 2026
Read full summaries for all ten companies in Part I. Read the full summary and see the table view in Part II.

PROPTECH INDEX WEEKLY - AS OF 5/29/2026
Consisting of 25 stocks, the GEM Proptech Index had a combined market cap of $223.514B, an increase of 1.78% from the previous week.

CONSTRUCTION

$16M OF FRESH POWDER FOR HOME DESIGN
By: Drew Meyers

Home design startup Drafted, which raised $1.65M less than a year ago, closed on a $16M seed round. The company is founder Nick Donahue's second attempt at the same problem, affordable home design, after previously running Atmos.

After seeing YC's post on Linkedin, I tested the product this weekend. My core feedback: