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Weekly Radar

WEEKLY RADAR #423: Curbie Robots, Solar Services Defensibility, Placemaking in your Hood, Earnings Season in Full Swing

Geek Estate Team

• 5 min read
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WEEKLY RADAR #423: Curbie Robots, Solar Services Defensibility, Placemaking in your Hood, Earnings Season in Full Swing

Earnings season is in full swing. Summaries for Opendoor and Zillow are done (see below), with more coming early this week. Full Proptech Earnings Radar for Q3 with a full wrap-up is slated for the end of this week.

If you missed it last week, we announced the re-launch of Peer Circles for 2027. What's new this year: a GEM retreat is built in as a core part of the experience. Applications are open Nov 1 through December 15. Apply now.

In today's digest, we cover:

  1. Curbie: A robot that wheels your trash bin to the curb and back on schedule, and whether specialized robots like it or all-purpose humanoids will win out.
  2. Solar services: Why an EV-charging app that depends entirely on someone else’s solar hardware may struggle to defend its business, and who is likely to buy it.
  3. Placemaking: A Seattle-area investment club that lets everyday people put $20,000 or more into local real estate projects, and how it works.
  4. Proptech Index: Up nearly 10% Wow.

— Drew Meyers

TRANSMISSION RECAPS

This week, Drew Meyers explores ❇️why the public markets haven't bought into the AI plus residential real estate opportunity Zillow is dependent on selling❇️. Last week, Jesse Wright dug into ❇️multifamily tech, from the tenant perspective❇️.

GEM EVENTS

We have upcoming events in Las Vegas, San Francisco and Scottsdale, plus virtual sessions, with more being planned.

NEW GEM MEMBERS

ACTIVELY FUNDRAISING

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.

BIZ INTEL

PROPTECH INDEX WEEKLY - AS OF 11/6/2026

Consisting of 26 stocks, the GEM Proptech Index had a combined market cap of $256.628B, an increase of 9.55% from the previous week.

The index posted its second-strongest weekly performance since inception, driven primarily by strong Q3 earnings reports across several leading PropTech companies. The index's largest weekly gain occurred on April 17, when it climbed 10.85% from the previous week.

Q3 2026 EARNINGS SUMMARIES
By: GEM Community Relations

Full summaries for ❇️Opendoor❇️ and ❇️Zillow❇️ were posted. Those will remain for GEM members, until they are published in full on this Crystal newsletter in the Proptech Earnings Radar (likely late this week).

BUILT WORLD

DEFENSIBILITY OF SOLAR SERVICES
By: Drew Meyers