WEEKLY RADAR #404 & 405: Peer Passage Colorado, Honest Replacement, Hospitality Blended Living, Proptech Index down 1.31% WoW

WEEKLY RADAR #404 & 405: Peer Passage Colorado, Honest Replacement, Hospitality Blended Living, Proptech Index down 1.31% WoW

In San Francisco this week, Bay Area Ambassador Mark Choey hosted our latest Innovators Roundtable Dinner. Thanks to everyone who came out for a wonderful evening. If you're in SF, let us know if you're interested in details of the next one.

If you missed it, we added two retreats to the calendar, both taking place in Boulder at the historic Colorado Chautaqua:

  • GEM's Inaugural Peer Passage Retreat (Aug 30-Sept 1). This event is designed to accelerate your transition to what’s nextDiscover if this is for you, and apply here.
  • PropTech Getaway 2027 (April 27-29 2027). This is our most impactful event of the year, offering a key opportunity to build deep relationships. Join GEM to apply for a spot.

— Drew Meyers

EVENTS

NEW MEMBERS

MEMBER NEWS

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, Drew Meyers talks about ❇️losing and finding yourself when your startup is no longer❇️. Most recently, Seth Siegler urged 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.

ANNOUNCEMENTS

Peer Passage Colorado for Leaders in the “What’s Next” Phase of Life
Designed to accelerate your transition to what’s next, the retreat will take place August 30th-September 1st at the gorgeous, historic Colorado Chautaqua (in Boulder, Colorado).

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 6/12/2026
Consisting of 25 stocks, the GEM Proptech Index had a combined market cap of $214.477B, a decrease of 1.31% from the previous week.

REAL ESTATE

PLAYING THE HONEST GAME OF REPLACEMENT
By: Drew Meyers

Free professional house cleanings in New York. Residents agree to let a person with cameras into their house, fully knowing the data will be used to train robotics. That's what Shift is going to market with.

You and I may not like the shift from humans to robotics in the home services business. But, that reality is coming regardless of ...