The GEM exists to serve as an exclusive, objective lens into the trends, companies, people, and ideas shaping real estate technology. We do that through thought-provoking written analysis—like our first GEM series kicked off by Greg Fischer that dissected a range of players in the small landlord property management software sector—and, more recently, a podcast collaboration with Rob Hahn. Part of fulfilling our mission to help members build wildly successful real estate companies is educating potential investors, partners, and customers about the great companies that we uncover.
To that end, toward the end of 2021, we launched a written series: Blueprinting Proptech (riffing on our podcast, “The Blueprint Sessions”). The goal is to introduce a structured methodology to analyze early-stage companies paving the future of property technology.
We’ll take a positive outlook, yet we won’t shy away from pointing out weaknesses, should they surface. Sector diversity is a strength that we’ll lean into. Our goal is to find the most transformative companies at the early-stage, no matter their focus. That said, we may also cover later stage companies we believe in. Also, to be clear, GEM membership is not a requirement for being profiled in this series (though we would love to have founder representation in the GEM for all companies).
THE TIME IS RIGHT
Thoroughness is critical to a comprehensive understanding of a company’s prospects. We believe hype and viability are not one and the same. We believe the next proptech titans are being created today.
We haven’t done a good enough job at dissecting companies individually, as most Transmissions focus on analyzing a specific point of view. That was a big part of what led to collaborating with Robert Hahn and Lynette Keyowski on The Blueprint Sessions.
Our podcasting goal centered on providing a space for real estate startup founders to tell their stories to those who most need to hear them: potential investors, business partners, and forward-looking industry influencers. Besides the financials and the strategy, we explored the human stories of the incredible entrepreneurs creating the future. In our quest to foreshadow the future real estate and broader built world environments being created, we are doubling down on highlighting those companies poised to become future category kings. Podcasting consumption requires long-form attention, while the written word allows more concise, pointed analysis. Both have a place.
In our initial written company analyses in the Blueprinting Proptech series, we’re looking at CityBldr, Module, Rabbu, Flock Homes, Padsplit, and Foxy AI.
We’ll break each company down into seven core components that offer a complete company profile. Each comprehensive analysis will cover the following elements:
the foundation to company comprehension
the action or process of supplying individuals and other businesses with products or services
the entities with whom one is competing; the opposition
the action or process of differentiating
extravagant or intensive publicity or promotion
THE BLUEPRINT SESSIONS
a podcast for exceptional founders of exceptional startups that are disrupting the real estate industry
a means or method of predicting future events
MOVING PROPTECH FORWARD
Blueprinting Proptech is about more than just profiling great companies—we’re committed to separating the wheat from the chaff. Which companies have transformative potential to emerge as category kings in their respective lanes? What are the biggest opportunities, and which companies are closest to capturing them? And which companies offer more substance than simply hype?
We’ll start with the six companies profiled on The Blueprint Series podcast. We’ve already published the analysis for Module and PadSplit, with Rabbu being dropped later this week.
Are you a proptech executive or VC, and interested in reading the full articles? Please apply to the GEM below.
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