70 avsnitt • Längd: 35 min • Månadsvis
A podcast community for Proptech and Real Estate leaders, investors, operators and innovators.
A new era is upon us. Tangent💚Proptech unites Proptech founders💡, Real Estate investors and operators🏢, Venture Capital investors, urban leaders🏙 and passionate creators🌎 who are improving our communities and cities. Join us to learn how we can solve present day challenges with innovative technology and greater collaboration.
Join VC investors Jeffrey Berman and Zach Aarons, and Proptech entrepreneur Edward Cohen, to learn about housing innovation, the future of work and climate tech. We examine these themes through interviews and conversations with Proptech CEO’s, real estate owners and operators, and venture investors, and how we can leverage tech and collaboration to help solve the housing crisis, figure out the future of work and how to decarbonize the built environment.
If you would like to get your company’s or organization’s mission featured on Tangent, email us at [email protected].
Stay curious and always be learning! 🤓
The podcast Tangent 💚 Proptech is created by Edward Cohen, Jeff Berman & Zach Aarons. The podcast and the artwork on this page are embedded on this page using the public podcast feed (RSS).
Brandon Wright is the Co-founder and CEO of Tongo, the company he co-founded to help Real Estate agents address cash flow challenges by providing financial tools such as a commission line of credit and a payroll solution to help stabilize their incomes and automate savings. With a deep understanding of the challenges faced by agents and commission-based earners, Brandon has led Tongo in creating innovative solutions that provide liquidity and flexibility, empowering users to manage cash flow effectively. He began his career at Smith Barney in Seattle, Washington, working under renowned contrarian value investor Jamie Dimon, current CEO of JPMorgan Chase. He then ventured into entrepreneurship, starting a coffee shop in Seattle. Brandon then pursued an MBA at Cornell and joined private equity firm Vista Equity Partners, where he implemented best practices across their software portfolio. Leveraging his experience, he co-founded a company that used AI to build decision engines for lenders, ultimately transitioning into developing a buy now, pay later solution for e-commerce called Catapult.
(01:09) - Brandon's Journey in Financial Services
(06:28) - The Birth of Tongo
(07:48) - Challenges in the Real Estate Market
(11:09) - Tongo's Financial Solutions for Agents
(16:26) - Feature: Pacaso - Luxury vacation home ownership, elevated. Join Pacaso’s growth and become an investor of a venture-backed company at Pacaso.com/invest
(18:12) - Success Stories & Future Plans
(21:32) - Lowering risk with data availability & efficient distribution
(27:27) - Impact of NAR Lawsuit on Real Estate agents & investors
(35:07) - Feature: Blueprint - The Future of Real Estate 2025
(35:54) - NYC Housing Market & FARE Act
(40:43) - Collaboration Superpower: Jamie Dimon (Wiki)
💚 Learn more:
➡️ Visit Tongo's site
➡️ Brandon Wright on LinkedIn
💚 Feature:
➡️ Pacaso - Luxury vacation home ownership, elevated. Join Pacaso’s growth and become an investor of a venture-backed company at Pacaso.com/invest
➡️ Blueprint - The Future of Real Estate - Register for 2025: The Premier Event for Industry Executives, Real Estate & Construction Tech Startups and VCs, at The Venetian, Las Vegas on September 16th-18th, 2025.
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Robert Cooper is the President and CEO of Embue. After two decades in high tech, Robert decided to follow his passion and use his experience to help solve the climate crisis and improve people's lives. He decided to focus on Multifamily after recognizing the huge opportunity to simultaneously reduce carbon emissions, improve residents' health and comfort, and make the buildings' staff’s work easier across all Multifamily classes. Previously, Robert co-founded Ithaca & NYC based startup IDS after grad school. IDS sold mission critical software used by NYSE, Swiss Exchange, semiconductor plants and telecom providers and was acquired by Stratus Computer for 24X revenue. He also co-founded energy management company Coincident. Robert holds a PhD in computer science from Cambridge University and a MA in sustainability from Harvard University, as well as two patents.
(01:27) - Robert's background & journey to Embue
(02:05) - Innovations in Multifamily
(04:59) - Opportunities from Berkadia's BeEngaged program
(07:58) - Energy Efficiency & Operational Improvements
(11:13) - Smart Building Multifamily Solutions & Technology
(17:20) - Feature | Berkadia's BeEngaged - Learn more: Ecosystem of founders, industry professionals, and capital providers dedicated to redefining the Commercial Real Estate space.
(30:15) - Future of Decarbonization & Climate Tech
(34:03) - Feature: Blueprint - The Future of Real Estate 2025
(44:37) - Collaboration Superpower: Jigar Shah (Wiki)
💚 Learn more:
➡️ Visit Embue's site
➡️ Robert Cooper on LinkedIn
➡️ Bryce Nyberg on LinkedIn
💚 Feature:
➡️ Berkadia's BeEngaged - Learn more: Ecosystem of founders, industry professionals, and capital providers dedicated to redefining the commercial real estate space.
➡️ Blueprint - The Future of Real Estate - Register for 2025: The Premier Event for Industry Executives, Real Estate & Construction Tech Startups and VCs, at The Venetian, Las Vegas on September 16th-18th, 2025.
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Caren Maio is the CEO and co-founder of 100, a Proptech company tackling rental fraud for Multifamily owners and operators. A staggering 93% of operators have experienced fraud in the last 12 months, and Caren and the 100 team are on a mission to stop it. Prior to this role, she led Moved, and co-founded and led Funnel (previously Nestio), a leasing and marketing platform for Multifamily properties, where she served as CEO and President for 11 years. Under her leadership, Funnel was recognized as one of Entrepreneur Magazine's "Best Entrepreneurial Companies in America." Caren's expertise has earned her features in publications like The Wall Street Journal, Bloomberg, and Forbes. Caren is also a member of the Forbes Real Estate Council and, before her entrepreneurial ventures, she held sales and marketing positions at The Wall Street Journal and Nike.
(02:01) - Inman's Proptech Awards
(04:52) - Caren Maio's Journey to 100
(06:27) - Understanding Renter Fraud
(10:44) - Tech stack & Partnership with CLEAR
(14:41) - Feature: Pacaso - Luxury vacation home ownership, elevated. Join Pacaso’s growth and become an investor of a venture-backed company at Pacaso.com/invest
(17:22) - Business Model & Market Strategy
(21:53) - Unexpected Proptech Alliances
(22:52) - Proptech fundraising: challenges & advice for first-time founders
(34:04) - Feature: Blueprint - The Future of Real Estate 2025
(38:42) - Collaboration Superpower: Betty White
💚 Learn more:
➡️ Visit 100's site
➡️ Caren Maio on LinkedIn
💚 Feature:
➡️ Pacaso - Luxury vacation home ownership, elevated. Join Pacaso’s growth and become an investor of a venture-backed company at Pacaso.com/invest
➡️ Blueprint - The Future of Real Estate - Register for 2025: The Premier Event for Industry Executives, Real Estate & Construction Tech Startups and VCs, at The Venetian, Las Vegas on September 16th-18th, 2025.
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Dan Wenhold is an early stage investor in built world technology and Partner at Fifth Wall, where he co-leads the Real Estate Technology Investment team. Dan has led investments in innovative CRE tech companies like Fractional, Cottage and Neighbor.com. Prior to joining Fifth Wall, Dan was the first employee and Director of Retail at The Black Tux and a growth equity investor at Battery Ventures.
(01:46) - Dan's Journey to Fifth Wall
(03:19) - Evaluating PropTech Startups
(05:26) - The Role of AI & Interoperability in PropTech
(07:19) - Challenges and Opportunities in PropTech Investment
(17:31) - Feature: Pacaso - Luxury vacation home ownership, elevated. Be part of Pacaso’s growth as an early shareholder at Pacaso.com/invest
(20:15) - Impact of Trump & Republican Administration on Proptech
(30:00) - Spotlight on Neighbor.com & Self Storage
(33:55) - Spotlight on Cottage
(37:19) - Collaboration Superpower: Michael Jordan (Wiki) & Ion Țiriac (Wiki)
💚 Learn more:
➡️ Visit Fifth Wall's site
➡️ Dan Wenhold on LinkedIn
💚 Feature:
➡️ Pacaso - Luxury vacation home ownership, elevated. Be part of Pacaso’s growth as an early shareholder at Pacaso.com/invest
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Taylor Hou is the CEO and Chief Happiness Officer at APM Help, a company serving over 300,000 single family homes nationwide dedicated to professionalizing the single family property management industry by bringing clarity and efficiency for accounting and operations. A serial entrepreneur and tech investor, Taylor is passionate about applying lean startup principles to create process efficiencies in tech and startups. With a focus on streamlining products and services for an optimal user experience, Taylor thrives on improving systems and building better processes to make them more effective and impactful.
(00:56) - Taylor Hou's Background and Journey
(02:43) - Evolution of Property Management
(04:34) - Challenges in Property Management Roll-ups
(13:45) - Feature: Blueprint - The Future of Real Estate 2025
(14:35) - Institutional SFR's Impact on Housing
(18:46) - APM Help's business
(28:36) - Current Success & Future Innovations
(31:25) - Embedded Banking Opportunity
(34:23) - Unlocking Liquidity in Rental Housing
(42:34) The Future of Property Management Tech
(47:45) - Collaboration Superpower: Masayoshi Son (CEO of SoftBank, Wiki)
💚 Learn more:
➡️ Visit APM Help's site
➡️ Taylor Hou on LinkedIn
💚 Feature:
➡️ Blueprint - The Future of Real Estate - Register for 2025: The Premier Event for Industry Executives, Real Estate & Construction Tech Startups and VCs, at The Venetian, Las Vegas on September 16th-18th, 2025.
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
A Forbes 30 Under 30 entrepreneur, Eli Harris is the Co-Founder and Partner at One Dream Ventures, a venture studio developing cutting-edge enterprise SaaS and AI startups for the global energy transition in real estate and construction sectors. Previously, he co-founded R-Zero, backed by investors like Mayo Clinic and John Doerr, to revolutionize disinfection with hospital-grade, UV-C technology, and served as CEO of EcoFlow, a portable power leader supported by Sequoia China and Hillhouse Capital. With a background in tech roles at DJI and FLIR Systems and fluency in Mandarin, Eli brings a global, innovative approach to real estate, energy, and technology solutions.
(01:38) - Eli's Journey: From Foreign Service to DJI
(03:10) - Founding EcoFlow: A Battery Innovation
(05:12) - Launching R0: Healthy Buildings Infrastructure
(06:29) - NewCo: AI for Construction Projects
(9:10) - Feature - Blueprint: The Future of Real Estate 2025
(09:59) - Pre-seed Strategy & Validation
(12:07) - Advice for Founders & Investors in the energy transition
(14:31) - Collaboration Superpower: Rick Rubin (Wiki - co-founder of Def Jam).
💚 Learn more:
➡️ One Dream Ventures site
➡️ Eli Harris on LinkedIn
➡️ Rick Rubin's book The Creative Act: A Way of Being
💚 Feature:
➡️ Blueprint Vegas 2025 - Register for 2025: The Premier Event for Industry Executives, Real Estate & Construction Tech Startups and VCs, at The Venetian, Las Vegas on September 16th-18th, 2025.
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Connie Lee is the Founder of Reffie, a centralized leasing platform designed to help Multifamily operators streamline their leasing processes and lease units faster. Reffie helps automate the 'boring', so real estate operators can focus on closing more renters. Before launching Reffie, she served as Strategy & Operations at Mosaic.tech and also managed Finance and Business Operations at ZipRecruiter. Connie is also a Real Estate investor in Los Angeles and an angel investor in various startups.
(02:40) - Connie's entrepreneurial journey to Founding Reffie
(05:49) - Challenges in Multifamily Leasing
(07:24) - Leveraging AI in Real Estate
(15:11) - Feature | Berkadia's BeEngaged - Learn more: Ecosystem of founders, industry professionals, and capital providers dedicated to redefining the Commercial Real Estate space.
(16:47) - Reffie's Business Model
(28:50) - State of the Housing Market
(33:52) - Feature | CREtech NY Conference & Expo - Sign Up: Tangent listeners get a 20% discount using code PARTNERTANGENT20 at checkout.
(35:24) - Rental Trends & Amenities
(39:07) - Collaboration Superpower: Taylor Swift
💚 Learn more:
➡️ Reffie's site
➡️ Connie Lee on LinkedIn
💚 Feature:
➡️ Berkadia's BeEngaged - Learn more: Ecosystem of founders, industry professionals, and capital providers dedicated to redefining the commercial real estate space.
➡️ CREtech NY Conference & Expo - Register now: Tangent listeners get a 20% discount using code PARTNERTANGENT20 at checkout
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Brendan Wallace is CEO & CIO at Fifth Wall, where he guides the firm’s strategic vision. Fifth Wall is the largest venture capital firm focused on technologies for the global real estate industry, including those which decarbonize the sector. Wallace has described the impact of the real estate industry on the environment as "the single-biggest lever we can turn on to mitigate climate change.” Prior to founding Fifth Wall in 2016, Brendan co-founded Identified, a workforce optimization data and analytics company that raised $33 million of venture funding and was acquired by Workday (NYSE: WKDY) in 2014. He also co-founded Cabify, the largest ridesharing service in Latin America, and has been an active investor, leading more than 60 angel investments including Lyft, SpaceX, Dollar Shave Club, Bonobos, Philz Coffee, and TriNet Zenefits.
(1:28) - Why Fifth Wall built a dedicated team for Climate Tech investing
(6:22) - Feature - Blueprint: The Future of Real Estate
(7:10) - Selling software vs. Climate Tech to Real Estate LP's
(9:10) - Proptech investing & adoption across different markets
(13:15) - US presidential election impact on Climate Tech
(16:10) - Fifth Wall's role and legacy in Climate Tech
(20:27) - What would Brendan do if he was a founder today
(25:00) - Collaboration Superpower: Sam Zell (Wiki)
💚 Learn more:
➡️ Fifth Wall's site
➡️ Brendan Wallace on LinkedIn
➡️ Am I Being Too Subtle - Sam Zell's Book
➡️ Cherry Lawn Capital White Paper - Transitional Finance: A New Credit Model for High-Growth Real Estate Businesses
💚 Feature:
➡️ Blueprint Vegas 2025 - Register for 2025: The Premier Event for Industry Executives, Real Estate & Construction Tech Startups and VCs, at The Venetian, Las Vegas on September 16th-18th, 2025.
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
Clarification: The number cited at the beginning of the episode $3.2 Billion refers to the amount raised, not deployed, but the VC firms.
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Remen Okoruwa is a former strategy consultant and product manager, and now Co-founder and CEO at Propexo. His company helps property owners, operators, and proptech companies deliver better resident experiences through the power of data. Propexo provides tools for connecting property management software with other technology in a streamlined way. Propexo is a customer-centric organization that focuses on data strategies that delight residents, improve NOI, and make Multifamily real estate a better place for everyone.
(2:06) - Remen's & Propexo's origin story
(4:47) - Building the Plaid for Proptech
(8:32) - State of Propexo today
(12:02) - Propexo's model & ROI in Multifamily
(16:04) - Serving diverse use cases & customer base
(17:22) - Feature | Berkadia's BeEngaged - Learn more: Ecosystem of founders, industry professionals, and capital providers dedicated to redefining the Commercial Real Estate space.
(18:59) - How Proptech VC looks at integratability
(24:26) - Building a collaborative & customer-centric product road map
(26:54) - RealPage v. US Justice Department
(29:27) - Feature | CREtech NY Conference & Expo - Sign Up: Tangent listeners get a 20% discount using code PARTNERTANGENT20 at checkout.
(33:42) - Collaboration Superpower: Cyrus the Great (Wiki)
💚 Learn more:
➡️ Propexo's site
➡️ Remen Okoruwa on LinkedIn
💚 Feature:
➡️ Berkadia's BeEngaged - Learn more: Ecosystem of founders, industry professionals, and capital providers dedicated to redefining the commercial real estate space.
➡️ CREtech NY Conference & Expo - Register now: Tangent listeners get a 20% discount using code PARTNERTANGENT20 at checkout
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Bryce Nyberg is the VP, Corporate Development at Berkadia and the Head of BeEngaged. Bryce focuses on advancing innovation in our industry through BeEngaged, partnerships, investments, and acquisitions. His influence in and out of Berkadia, business acumen, and effective program leadership skills lead to remarkable outcomes for the organizations he works with. Startups that have gone through BeEngaged include Esusu, Propexo, Rabbet, Market Stadium, Symmetre, Reffie and Embue.
(2:00) - What is Berkadia's BeEngaged
(6:58) - What startups are ideal candidates for the program
(11:13) - Real Estate no longer a tech laggard?
(14:56) - Feature | Berkadia's BeEngaged - Learn more: Ecosystem of founders, industry professionals, and capital providers dedicated to redefining the commercial real estate space.
(16:33) - Berkadia's BeEngaged's case studies
(21:12) - Feature | CREtech NY Conference & Expo - Learn more: Tangent listeners get a 20% discount using code PARTNERTANGENT20 at checkout.
(22:45) - Role of collaboration & integration in the Proptech ecosystem
(28:16) - Collaboration Superpower: Warren Buffett (Chairperson of Berkshire Hathaway)
💚 Learn more:
➡️ Berkadia's BeEngaged site
➡️ Bryce Nyberg on LinkedIn
💚 Feature:
➡️ Berkadia's BeEngaged - Learn more: Ecosystem of founders, industry professionals, and capital providers dedicated to redefining the commercial real estate space.
➡️ CREtech NY Conference & Expo - Register now: Tangent listeners get a 20% discount using code PARTNERTANGENT20 at checkout
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Michael Rudin joined Rudin in 2008 and, together with his sister Samantha, represents the fourth generation to work at the family business founded in 1925. Michael focuses on new developments, capital markets, commercial leasing, sustainability and technology. He also helps lead the family’s alternative investing business, Rudin Ventures, where they've invested in companies like Bilt, Jones, VTS and Nantum OS. Rudin Management oversees the daily operations of 32 properties in New York City. The portfolio is comprised of 17 residential buildings totaling 4.7 million square feet and 14 commercial office buildings totaling approximately 9 million square feet.
(1:19) - Amenities for today's workforce
(9:50) - Feature: Blueprint Vegas 2024
(10:50) - Making buildings profitable
(14:19) - 3 Times Square case study
(18:42) - CRE leasing & financing
(22:34) - CRE Ops & risk mitigation
(29:50) - Proptech's dirty little secret
(37:45) - Lessons from Latch / Door.com
(42:43) - Bilt Rewards: Fintech's hottest Proptech
(47:20) - Collaboration Superpower: Michael's cousin Carlton
💚 Learn more:
➡️ Rudin's site
➡️ Rudin Ventures' site
➡️ Michael Rudin on LinkedIn
➡️ Proptech 101 (book) - Turning Chaos Into Cash Through Real Estate Innovation by Zach Aarons & Aaron Block
➡️ ProSentry's site - Smart building monitoring platform for CRE & Condos, including water leak detection recommended by insurance.
💚 Feature:
➡️ Blueprint Vegas 2024 - Tangent listeners get a $300 discount at BlueprintVegas.com/Tangent
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Salman Ahmad is the CEO and Co-founder of a16z-backed Mosaic, a construction technology company that builds software that makes homebuilding more scalable and efficient. Mosaic was founded in 2017 by Salman and Sep Kamvar, whom were two computer scientists working together at MIT and Stanford developing machine learning algorithms applied in the real world. Together, they developed a bold vision for the home building industry: construction as code. Mosaic uses their software themselves to manage construction on behalf of homebuilders, enabling them to build more homes. Salman has 20 technical publications and patents in the areas of software systems, programming languages, machine learning, human-computer interaction, and sensor hardware. He also worked with Microsoft developing virtualized datacenter solutions.
(3:33) - Mosaic's & Salman's origin story
(8:35) - Feature: Blueprint Vegas 2024 - Tangent listeners get a $300 discount at BlueprintVegas.com/Tangent
(9:30) - Housing construction pain points
(12:40) - Construction productivity issues
(15:12) - Mosaic's business model
(23:26) - Aligning Contech with VC timelines & incentives
(30:37) - Mosaic's biggest challenges
(35:26) - Macro & micro factors of construction labor shortage
(43:19) - Collaboration Superpower: Christopher Alexander (Co-author of A Pattern Language)
💚 Learn more:
➡️ Mosaic's site
➡️ Salman Ahmad on LinkedIn
💚 Feature:
➡️ Blueprint Vegas 2024 - Tangent listeners get a $300 discount at BlueprintVegas.com/Tangent
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Edward Cohen on X
➡️ Jeff Berman on LinkedIn
➡️ Jeff Berman on X
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
➡️ Tangent on X
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Eoin Matthews is the Co-founder at Point, a home equity investment company making home equity wealth accessible to homeowners without creating a monthly debt obligation. Homeowners get upfront funds from Point in return for a portion of your home’s future appreciation. Point recently announced an oversubscribed $141M securitization, which marked it's second rated securitization and third overall, with its collaboration with Atalaya Capital Management. Eoin previously served as the VP of Business Development at Rakuten and has an extensive background in education.
(2:20) - Point's & Eoin's origin story
(5:43) - Potential HEI benefits for investors
(9:20) - Point's securitizations strategy
(11:42) - Capital stack evolution
(14:17) - M&A activity in Housing tech companies
(17:00) - Feature: Blueprint Vegas 2024
(17:54) - State of the Housing Market
(24:07) - Affordability of owning vs. renting a home
(29:47) - Underwriting Proptech in the current rate environment
(32:28) - Collaboration Superpower: Steve Wozniak (Apple Co-founder)
💚 Learn more:
➡️ Point's site
➡️ Eoin Matthews on LinkedIn
💚 Feature:
➡️ Blueprint Vegas 2024 - Tangent listeners get a $300 discount at BlueprintVegas.com/Tangent
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Edward Cohen on X
➡️ Jeff Berman on LinkedIn
➡️ Jeff Berman on X
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
➡️ Tangent on X
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Lisa Rockefeller is the Chief Revenue Officer at Cortex Sustainability Intelligence, the decarbonization platform built for commercial real estate, where she's driving the go-to market strategy. Cortex's advanced AI helps CRE teams amplify operational effectiveness, make informed decisions about capital investments, and tactically address regulation risks. Lisa has spent over 15 years in the regulated and unregulated Climate Tech space, including at EnerNOC's, a leading provider of cloud-based energy intelligence software, and at Palmetto Solar.
(0:25) - Lisa's origin story
(1:18) - Quantifying the real estate decarbonization problem
(5:40) - Defining sustainability goals for CRE players
(10:25) - Cortex's data stack
(13:23) - Types of asset classes & building sizes working with Cortex
(20:11) - Feature: Blueprint Vegas - The Future of Real Estate Is Here. Tangent listeners get a $300 discount at BlueprintVegas.com/Tangent
(21:02) - Driving Cortex's adoption & estimating ROI
(23:33) - Has Real Estate done enough to cut carbon emissions?
(32:04) - Collaboration Superpower: Neil deGrasse Tyson (Wiki)
💚 Learn more:
➡️ Cortex Sustainability Intelligence's site
➡️ Lisa Rockefeller on LinkedIn
💚 Feature:
➡️ Blueprint Vegas 2024 - Tangent listeners get a $300 discount at BlueprintVegas.com/Tangent
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Edward Cohen on X
➡️ Jeff Berman on LinkedIn
➡️ Jeff Berman on X
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
➡️ Tangent on X
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Alon is the Founder and General Partner of RE Angels, a real estate technology angel fund solely composed of real estate experts with deep and diverse industry expertise focused on early stage startups. Alon also owns and manages several multifamily portfolios throughout the southeast (FL, NC & VA). Alon was the co-founder and managing partner of DTI Holdings, a vertically-integrated private equity real estate fund, which was established in early 2017 and successfully divested in 2021 - achieving 20% IRR. Previously, as a senior investment manager at MIO Partners, McKinsey & Company’s Investment Office. Prior to MIO Partners, Alon worked as a strategic consultant for McKinsey & Company, managing private equity client engagements.
(0:32) - RE Angels & Alon's origin story
(2:27) - Is Real Estate slow to adopt tech
(4:49) - Early-stage Proptech VC criteria
(10:02) - Proptech VC challenges
(13:25) - RE Angels investment criteria
(17:49) - Feature: Housing Trust Silicon Valley
(19:00) - RE Angels Real Estate Tech framework
(25:00) - Driving behavioral change through innovation
(30:24) - Feature: Blueprint Vegas - The Future of Real Estate Is Here. Tangent listeners get a $300 discount at BlueprintVegas.com/Tangent
(31:16) - RE Angels PortCo's: Paraspot.AI (AI-powered inspections for real estate) & Waltz (Enabling foreign investors to invest in US Real Estate)
(39:08) - Collaboration Superpower: Warren Buffett
💚 Learn more:
➡️ RE Angels' site
➡️ Alon Gorbonos on LinkedIn
💚 Feature:
➡️ Blueprint Vegas 2024 - Tangent listeners get a $300 discount at BlueprintVegas.com/Tangent
➡️ Housing Trust Silicon Valley's site - Housing finance & public-private partnerships to create more equitable & affordable communities.
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Edward Cohen on X
➡️ Jeff Berman on LinkedIn
➡️ Jeff Berman on X
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
➡️ Tangent on X
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Christelle Rohaut is the Founder and CEO of Codi (backed by a16z), where she's building the walk-to-work revolution. Codi offers turnkey, private office spaces with the most flexible terms on the market. In a matter of days, any company can find a space for their team, with full and part-time options, outsourced office management, and flexible leases. Codi has also created a Relief Fund to help businesses impacted by WeWork's struggles. Christelle is an Urban Planner who aspires to achieve positive social and natural impacts for happier livelihoods. She seeks to innovatively rethink urban systems to help cities be a happier place for all.
(2:11) - State of Office market
(13:58) - Feature: Housing Trust Silicon Valley
(15:10) - What's wrong with traditional Coworking
(21:43) - Types of buildings partnering with Codi
(23:56) - Codi's WeWon't marketing campaign
(29:34) - Collaboration Superpower: Brian Chesky (Airbnb CEO & Co-founder) & Conchita Martinez (Spanish tennis champion & coach)
💚 Learn more:
➡️ Codi's site
➡️ Christelle Rohaut on LinkedIn
💚 Feature:
➡️ Housing Trust Silicon Valley's site - Housing finance & public-private partnerships to create more equitable & affordable communities.
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Edward Cohen on X
➡️ Jeff Berman on LinkedIn
➡️ Jeff Berman on X
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
➡️ Tangent on X
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Robert McDonald is the Managing Partner at Cherry Lawn Capital, on a mission to provide businesses with the real estate capital necessary to scale and the operational capital needed for a successful next venture round. Robert joins Edward, Jeff and Zach to also discuss lessons and takeaways from the previous Proptech boom cycle, and how should founders and investors think about structuring, financing and scaling tech-enabled and data-driven Real Estate business in the post-ZIRP era.
(1:19) - State of Proptech VC
(9:56) - Proptech finance incentives
(14:24) - Feature: Housing Trust Silicon Valley
(15:36) - Cherry Lawn Capital's & Robert McDonald's origin story
(20:04) - Cherry Lawn solution
(31:38) - 'The Great Transition' for Proptech valuations
(36:01) - Collaboration Superpower: David F. Swensen's wiki & Paul Annacone's wiki
💚 Learn more:
➡️ Cherry Lawn Capital's site
➡️ Robert McDonald on LinkedIn
💚 Feature:
➡️ Housing Trust Silicon Valley's site - Housing finance & public-private partnerships to create more equitable & affordable communities.
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Edward Cohen on X
➡️ Jeff Berman on LinkedIn
➡️ Jeff Berman on X
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
➡️ Tangent on X
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Matt Ellis is the CEO of Measurabl, the world’s most widely adopted ESG solution for real estate. Customers use Measurabl to measure, manage, report, and act on ESG data on more than 15 billion square feet of commercial real estate across 92 countries. Measurabl empowers customers to optimize ESG performance, assess exposure to physical climate risk, drive decarbonization, and secure sustainable finance opportunities. Matt is responsible for overall company operations, product vision and investor relations. Before founding Measurabl, Matt spent 5 years with CBRE, where he led CBRE’s Sustainability Practice Group. In this Climate Tech episode, Jeffrey Berman and Edward Cohen are joined by guest co-host Nina Mesalles, Climate Tech investor at Decarbonization Partners, a BlackRock and Temasek JV investing in next generation innovative decarbonization businesses.
(3:40) - What is Real Estate supposed to measure in ESG
(6:37) - Use cases across the Real Estate cycle
(10:12) - Feature: Housing Trust Silicon Valley
(11:24) - Players driving ESG impact
(14:33) - Impact on market behavior
(17:49) - Defining success in Real Estate Sustainability
(22:02) - Building usage impact on efficiency & certifications
(24:45) - Measurabl's Real Estate Sustainability data stack
(27:19) - Levers for Real Estate investors & operators to improve sustainability
(29:45) - Challenges to adopting energy optimization solutions
(35:20) - Climate change impact on coastal Real Estate
(37:42) - Where will Measurabl be in 5-10 years?
(40:05) - Cities & countries leading Real Estate Sustainability
(43:05) - Collaboration Superpower: Taylor Swift
💚 Learn more:
➡️ Measurabl's site
➡️ Matt Ellis on LinkedIn
➡️ Matt’s debut book From Green to ESG, available here
➡️ Nina Mesalles on LinkedIn
💚 Feature:
➡️ Housing Trust Silicon Valley's site - Housing finance & public-private partnerships to create more equitable & affordable communities.
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Edward Cohen on X
➡️ Jeff Berman on LinkedIn
➡️ Jeff Berman on X
➡️ Nina Mesalles on LinkedIn
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
➡️ Tangent on X
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Katharine Lau is the CEO and Co-founder of Stuf, a self storage startup delivering modern, tech-enabled storage to consumers and businesses. Stuf partners with real estate owners to monetize basements, garages, and other spaces in commercial buildings as storage, creating new cash flow opportunities for landlords while providing neighborhoods with a new amenity. Stuf was recognized by Fast Company as one of The World’s Most Innovative Companies in 2022. Previously, Kat led the supply-side business of Industrious, the nation's leading premium workplace and coworking provider, where she pioneered an industry shift to asset- and liability-light agreements with property owners.
(1:42) - Stuf origin story
(5:46) - Target markets and type of buildings suited for conversions
(10:00) - Business model & scaling CRE conversions
(11:32) - Stuf's tech stack
(15:02) - Feature: Housing Trust Silicon Valley
(16:14) - Industrious transition from asset-heavy to asset-light
(20:44) - WeWork's tumultuous office lease renegotiations
(22:34) - Future of office uses
(25:44) - Office-to-art space conversion
(27:22) - Collaboration Superpower: Marie Kondo
💚 Learn more:
➡️ Stuf's site
➡️ Katharine Lau on LinkedIn
💚 Feature:
➡️ Housing Trust Silicon Valley's site - Housing finance & public-private partnerships to create more equitable & affordable communities.
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Edward Cohen on X
➡️ Jeff Berman on LinkedIn
➡️ Jeff Berman on X
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
➡️ Tangent on X
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Raunaq Singh is the founder & CEO of Roam, the platform for purchasing a home with an assumable, low-rate mortgage included. Prior to founding Roam, Raunaq spent a decade in various product and operations roles across Uber, Opendoor and Culdesac. He received a Bachelor's degree in Political Economy from NYU and currently resides in New York City.
(2:26) - Lessons from Opendoor & Uber
(5:01) - Roam origin story
(7:36) - Feature: Housing Trust Silicon Valley
(8:48) - Assumable mortgage mechanics
(14:55) - Roam's Business Model
(16:38) - Benefits for mortgage lenders
(18:58) - Roam's homebuyers & sellers
(21:10) - Impact of interest rates on the business
(22:10) - Roam's New Closing Guarantee
(27:54) - Housing market in 2024
(31:59) - Collaboration Superpower: FHA, VA, Zillow, Redfin
💚 Learn more:
➡️ Roam's site
➡️ Raunaq Singh on LinkedIn
💚 Feature:
➡️ Housing Trust Silicon Valley's site - Housing finance & public-private partnerships to create more equitable & affordable communities.
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Edward Cohen on X
➡️ Jeff Berman on LinkedIn
➡️ Jeff Berman on X
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
➡️ Tangent on X
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Ryan Simonetti is the CEO and co-founder of Convene, a global hospitality company that owns and manages premium Meeting, Event & Workplace locations around the world. His unique expertise in real estate acquisitions, development, and finance has helped catapult Convene to become a pioneer in the commercial real estate industry. Ryan is also the co-founder & Chairman of Ease Capital, a digital-first commercial lending platform that combines data, technology & world-class customer support to streamline the multifamily financing process from end-to-end. Ryan has been recognized for his transformative achievements on Commercial Observer’s inaugural Power PropTech List, Real Estate Forum’s 50 Under 40 list, Inc. Magazine’s '30 Under 30', a list of America’s Most Promising Young Entrepreneurs; was named 'Top Entrepreneur' by Crain’s New York, and was a finalist in Ernst & Young’s Entrepreneur of the Year® New York Awards.
(3:00) - WeWork's bankruptcy impact on the Office industry
(8:17) - Tech vs Real Estate valuations
(11:13) - Feature: Housing Trust Silicon Valley (site)
(12:26) - Office Markets comparison
(16:44) - Convene's performance & KPI's
(18:07) - Innovative experience management
(25:11) - Office AR & VR adoption
(29:07) - Ease Capital - tech-enabled Multifamily lender
(31:52) - Collaboration Superpower: Michael Jordan
💚 Learn more:
➡️ Convene's site
➡️ Ease Capital's site
➡️ Ryan Simonetti on LinkedIn
➡️ Ryan Simonetti on X
💚 Feature:
➡️ Housing Trust Silicon Valley's site - Housing finance & public-private partnerships to create more equitable & affordable communities.
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Edward Cohen on X
➡️ Jeff Berman on LinkedIn
➡️ Jeff Berman on X
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
➡️ Tangent on X
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Ryan Frazier is the Co-founder and CEO at Arrived Homes, the Real Estate tech company that Jeff Bezos and Marc Benioff invested in to make the wealth building potential of owning rental homes & vacation rentals more accessible. Ryan and the Arrived team believe they can do that by simplifying the process, and lowering the cost to get started. With Arrived anyone can buy shares in income producing rental properties starting at just $100. Arrived takes care of all the real estate operations so that investors can sit back and collect net rental income and their share of the home's appreciation.
(2:42) - Arrived Homes origin story
(7:49) - Arrived's end-to-end platform
(9:14) - Investor returns with Arrived vs. REITs
(14:44) - Seattle's Proptech Ecosystem
(16:30) - Feature: Housing Trust Silicon Valley (site)
(17:41) - Investing in single family homes vs. Residential funds
(21:48) - Arrived's real estate investor community
(24:35) - Proptech's strategy to competing with Institutional SFR
(30:06) - Build-to-rent opportunity
(33:57) - Housing market predictions for 2024
(39:42) - Collaboration Superpower: Christina Tosi (Founder at Milk Bar - Wikipedia)
💚 Learn more:
➡️ Arrived Homes' site
➡️ Ryan Frazier on LinkedIn
💚 Feature:
➡️ Housing Trust Silicon Valley's site - Housing finance & public-private partnerships to create more equitable & affordable communities.
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Edward Cohen on X
➡️ Zach Aarons on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Jeff Berman on X
➡️ Tangent on LinkedIn
➡️ Tangent on X
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Nick Narodny is the Founder and CEO at Aalto, a real estate marketplace that lets people buy and sell homes online. Nick previously co-founded Grovo, a microlearning company for real estate agents that was acquired by Cornerstone on Demand. Real Estate runs in the family for Nick, after being raised and inspired by his real estate agent mother and father. Aalto combines modern technology with a centralized team of licensed agents. Buyers and sellers use digital tools to lead most of the process themselves. Aalto agents provide on-demand support, review offers, and handle closing. This online model aims to provide a consistent, high quality experience while costing less to operate, so buyers and sellers save money with low fees and rebates.
(1:55) - Aalto, buy a home online
(3:38) - Nick & Aalto's origin story
(8:42) - Aalto vs. traditional broker
(17:02) - Feature: Housing Trust Silicon Valley (site)
(18:13) - NAR Lawsuit & it's ramifications for the industry
(30:38) - Predictions for buyer & seller commissions in 2024
(35:43) - Collaboration Superpower: Winston Churchill
💚 Learn more:
➡️ Aalto's site
➡️ Nick Narodny on LinkedIn
💚 Feature:
➡️ Housing Trust Silicon Valley's site - Housing finance & public-private partnerships to create more equitable & affordable communities.
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Edward Cohen on X
➡️ Jeff Berman on LinkedIn
➡️ Jeff Berman on X
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
➡️ Tangent on X
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Ben Miller is the co-founder and CEO of Fundrise, the largest direct-to-consumer alternative asset manager in the US. Under his leadership, Fundrise has grown to over 2 million active users and over $3 billion in real estate private equity, private credit, and growth-stage venture capital. Ben also serves as Chairman of the Board of three publicly-registered investment companies and, during his 25-year career, has acquired more than $8 billion of real estate assets, including 37,000 residential units and 5 million square feet of industrial and commercial space.
(00:26) - Fundrise's journey to revolutionizing private market investing
(8:13) - Benefits of end-to-end platform experience
(12:49) - Growth-stage Venture Capital fund (Part I)
(15:43) - Real Estate investment strategy
(19:20) - Feature: Housing Trust SV (site) - Housing finance & public-private partnerships to create more equitable & affordable communities
(20:31) - AI impact on Commercial Real Estate
(28:14) - Macro trends impacting Real Estate
(29:46) - Economy outlook for 2024
(35:24) - Growth-stage Venture Capital fund (Part II)
(46:25) - Long-term vs. short-term lessons
(48:59) - Collaboration Superpower: Alexander Hamilton
💚 Learn more:
➡️ Ben Miller on Twitter
➡️ Fundrise's site
➡️ Get $50 on Fundrise by signing up here
➡️ Onward, a Fundrise podcast with Ben Miller & guests (site)
💚 Feature:
➡️ Housing Trust Silicon Valley's site - Housing finance & public-private partnerships to create more equitable & affordable communities.
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Edward Cohen on X
➡️ Jeff Berman on LinkedIn
➡️ Jeff Berman on X
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
➡️ Tangent on X
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Eliot Brown is the co-author of The Cult of We (with Maureen Farrell), a WSJ best-selling book, and winner of the Financial Times, Fortune, and NPR Best Book of the Year Awards. Eliot covers startups and venture capital for The Wall Street Journal in London. He joined the Journal in 2010, when he was hired to cover commercial real estate in the wake of the financial crisis. He previously worked at the New York Observer, where he covered economic development and local politics.
(2:10) - From The Cult of We to WeCrashed
(3:42) - Importance of the book and it's lessons
(6:18) - WeWork's board of directors & enablers
(8:02) - Valuations: Real Estate vs. Tech
(14:20) - HostAI - (site) AI-powered guest messaging & Airbnb rental software
(16:23) - Where did it all go down hill for Adam's WeWork
(19:15) - WeWork's most impactful tricks
(24:16) - Cult of the Founder & power of storytelling
(40:14) - WeWork's tech acquisitions
(43:29) - Private vs. Public market frenzy
💚 Learn more:
➡️ The Cult of We's site
➡️ Eliot Brown on X
➡️ Get The Cult of We book on Amazon
➡️ Get The Cult of We book on Bookshop
💚 Feature:
➡️ HostAI's site - AI-powered guest messaging for Airbnb hosts & boutique hotels
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Edward Cohen on X
➡️ Jeff Berman on LinkedIn
➡️ Jeff Berman on X
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
➡️ Tangent on X
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Marshall Cox is a PhD in Electrical Engineering, and the Founder and CEO at Kelvin, winner of the MIT Clean energy prize, the Popular Science Innovation Award, and the Verizon Powerful Answers award. The Kelvin team has developed a system that eliminates overheating in pre-war buildings. The system, called the Cozy, is a wireless, low-cost, and easily installed retrofit that drops on top of radiators to control indoor temperatures in buildings with radiator heat. In individual installations the system can eliminate overheating and vastly improve comfort. By retrofitting whole buildings, the Cozy redistributes steam flow to heat up colder rooms faster, saving up to 40% in heating costs and yielding a potential cumulative annual savings of $7 billion over the 120 million residential and commercial radiators in the United States.
(0:22) - Why should we decarbonize buildings
(2:47) - Origin of heating tech
(3:55) - Carrots & sticks for building decarbonization
(7:17) - Kelvin origins
(9:46) - Kelvin's smart radiator covers
(11:37) - Improving operations' bottom line
(12:55) - Financing decarbonization solutions
(15:31) - Cozy's low maintenance
(17:22) - Precision in estimating building savings
(19:50) - Hybrid electrification adoption
(25:30) - Elevating living experience for renters
(26:38) - Collaboration Superpower: Jigar Shah (Director of Loan Programs in the US DoE)
💚 Learn more:
➡️ Kelvin's site
➡️ Marshall Cox on LinkedIn
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Edward Cohen on Twitter
➡️ Jeff Berman on LinkedIn
➡️ Jeff Berman on Twitter
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
➡️ Tangent on Twitter
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Marcus Räder started his first company when he was 11 years old. Since then, he's been learning about the world of business, growing up in an environment where global communication and connectivity gets better each day. With 10 years of experience in EdTech and online marketing at various startups, he decided it was time to help others. By founding Hostaway, he helps Airbnb and short-term rental hosts improve their businesses.
(0:50) - Hostaway origins
(3:16) - State of Short-term Rental industry
(8:37) - Airbnb regulation
(14:32) - Marketplace fee monetization & consumer psychology
(21:28) - Adam Smith's free market, market failure & regulation vs. monopoly
(22:52) - All-in-one vacantion rental software
(29:18) - Role of online travel agencies
(31:26) - Proptech & Travel Tech lessons from EdTech
(34:28) - Collaboration Superpower: Alice Cooper
💚 Learn more:
➡️ Hostaway's site
➡️ Marcus Räder on LinkedIn
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Edward Cohen on Twitter
➡️ Jeff Berman on LinkedIn
➡️ Jeff Berman on Twitter
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
➡️ Tangent on Twitter
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Bryan McLaren is the Chairman & CEO at Zoned Properties, providing regulated Cannabis Real Estate and knowledge since 2014. Cannabis is now legal across 37 US states, and NYC's recent roll-out has put the industry under scrutiny. In this episode, Edward Cohen & Zach Aarons explore the opportunities for Commercial Real Estate investors and retail owners within the Cannabis sector.
(0:42) - State of Cannabis Real Estate
(6:07) - Retail opportunities & challenges
(12:03) - Home prices & cannabis legalization
(14:44) - Estimating market demand
(17:26) - NYC Recreational cannabis roll-out
💚 Learn more:
➡️ Zoned Properties' site
➡️ Bryan McLaren on LinkedIn
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Edward Cohen on Twitter
➡️ Jeff Berman on LinkedIn
➡️ Jeff Berman on Twitter
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
➡️ Tangent on Twitter
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Groundfloor is a private real estate lending marketplace open to non-accredited investors. Groundfloor opens the door to short-term, high-yield returns backed by real estate. Their platform brings together individual investors looking for short-term lending investments and borrowers looking for short-term financing for their specific real estate projects. Borrowers get access to more flexible, faster and cheaper capital than a traditional bank or a hard-money lender. Investors get access to short-term, high-yield investments. Groundfloor earned a historic qualification by the SEC in August 2015 to sell private real estate debt investments to non-accredited investors.
💚 Learn more:
➡️ Groundfloor's site
➡️ Nick Bhargava on LinkedIn
➡️ Blueprint Vegas' site
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Edward Cohen on Twitter
➡️ Jeff Berman on LinkedIn
➡️ Jeff Berman on Twitter
➡️ Zach Aarons on LinkedIn
➡️ Tangent on LinkedIn
➡️ Tangent on Twitter
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
RCKRBX is the first real estate SaaS platform that puts the voice of the renter at the Multifamily developer's and investor's fingertips, including across key investment, development, marketing, leasing, and management decision points. The platform delivers actionable intelligence around the preferences, priorities, attitudes, and viewpoints that drive renter decision-making combined with predictive analytics to understand how these factors will impact asset performance and value over time, to what extent and why. Michael and James are applying their lessons from Political campaigning to the Real Estate world in a unique way.
(1:13) - State of Multifamily
(8:43) - Return to work impact on Multifamily
(11:45) - What Multifamily can learn from political campaigns
(16:44) - Demand side insights: What renters are looking for
(25:00) - Canvassing renter insights to power investment decisions
(32:23) - What Multifamily developers are missing
(40:42) - What moves the rent needle beyond typical amenities
(45:07) - Collaboration Superpower: Henry Ford
💚 Learn more:
➡️ RCKRBX's site
➡️ Michael Broder on LinkedIn
➡️ James Moore on LinkedIn
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Edward Cohen on Twitter
➡️ Jeff Berman on LinkedIn
➡️ Jeff Berman on Twitter
➡️ Zach Aarons on Twitter
➡️ Tangent on LinkedIn
➡️ Tangent on Twitter
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Remen Okoruwa is product-minded leader who's working to unlock data for the property management industry. Remen and his co-founders met while they were working at Hubspot, and are now bringing their deep expertise about integrations to streamline Multifamily property management operations for all stakeholders. Propify (YC W23) recently raised $3.3M from VC firm Prudence, with additional funding from Fifth Wall, RXR, PropTech Angel Group, and HubSpot co-founder Dharmesh Shah. This episode is part of the Tangent @ Blueprint series, the most global event of Proptech innovators leading the charge in changing the built world in Las Vegas every September.
(0:20) - Propify's origin story
(1:34) - Benefits for Multifamily Proptech companies
(2:55) - Translating data into insights & action
(3:58) - Multifamily use cases
(6:01) - Propify's unique business model
(7:56) - Hubspot lessons for Proptech
(9:21) - Where will Propify be in the next 12-24 months
(10:16) - Key growth metrics
💚 Learn more:
➡️ Propify's site
➡️ Remen Okoruwa on LinkedIn
➡️ Blueprint Vegas' site
💚 Connect with Tangent:
➡️ Edward Cohen on Twitter
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on Twitter
➡️ Tangent on LinkedIn
➡️ Tangent on Twitter
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
As the Co-Founder of DXD Capital, Cory Sylvester brings 14 years of Real Estate & Finance expertise to revolutionize the Self Storage industry. Passionate about utilizing data and technology, Cory is building the largest platform for building and buying self storage facilities in the US. His Self Storage journey began with co-founding Radius+, a successful platform providing essential data for the self storage market. Through bootstrapping, they achieved seven-figure revenue and attracted the world's largest self storage company. Building on this success, DXD Capital was born, raising over $100M in equity and overseeing 30 facilities in various stages of completion.
(1:00) - Self Storage Investor & developer sentiment
(3:20) - American consumerism
(8:38) - From Self Storage bear to Self Storage data software founder, investor and developer
(13:04) - DXD Capital's investment thesis
(16:10) - Feature: Strong Towns (site) - Make cities safe, livable, financially resilient and inspiring.
(17:25) - On demand storage & VC: Clutter, Neighbor, Stuf
(32:50) - Specialty Storage Subcategories: ISO, Boat Storage, Cold Storage, RV Storage
(35:05) - Building a social media personal brand for value creation
(50:22) - Collaboration Superpower: Elon Musk
💚 Learn more:
➡️ DXD Capital's site
➡️ Radius+'s site
➡️ Cory Sylvester on LinkedIn
➡️ Cory Sylvester on Twitter
➡️ Strong Towns' site
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Edward Cohen on Twitter
➡️ Jeff Berman on LinkedIn
➡️ Jeff Berman on Twitter
➡️ Zach Aarons on Twitter
➡️ Tangent on LinkedIn
➡️ Tangent on Twitter
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Aleksandr Gampel co-founded Cuby Technologies with Aleh Kandrashou in 2021 to tackle the construction labor shortage. After 200,000 engineering hours, Cuby is setting the stage to commercialize hundreds of mobile micro-factories (MMF's) on or near construction sites to enable developers, general contractors and local partners to build better buildings faster, more affordably with less labor. This episode is part of the Tangent @ Blueprint series. Blueprint is the most global event of Proptech innovators leading the charge in changing the built world in Las Vegas every September.
💚 Learn more:
➡️ Cuby's site
➡️ Aleksandr Gampel on LinkedIn
➡️ Blueprint Vegas' site
💚 Connect with Tangent:
➡️ Edward Cohen on Twitter
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on Twitter
➡️ Tangent on LinkedIn
➡️ Tangent on Twitter
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
John Rogers is the Chief Innovation Officer at CoreLogic, leading R&D on the biggest asset class in the world - the US Real Estate Economy, and driving new product development to market via an iconic property & location intelligence platform called Discovery. This platform allows clients that rely on data, insights, models and answers to drive growth or mitigate risk on their book of business. John asserts he's been fortunate to have worked in all 4 corners of the world leading large transformation projects in finance, retail, pharmaceuticals, logistics and airlines, including at IBM and British Airways. This episode is part of the Tangent @ Blueprint series. Blueprint is the most global event of Proptech innovators leading the charge in changing the built world in Las Vegas every September.
(0:34) - Powering US Real Estate market
(1:30) - Climate Risk Analytics for Housing ecosystem
(4:28) - Truth data set
(5:56) - Streamlining affordable housing development & collaboration
(8:10) - Collaboration Superpower: Dr. Katherine Calvin at Chief Scientist at NASA
💚 Learn more:
➡️ CoreLogic's site
➡️ John Rogers on LinkedIn
💚 Connect with Tangent:
➡️ Edward Cohen on Twitter
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on Twitter
➡️ Tangent on LinkedIn
➡️ Tangent on Twitter
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Spencer Rascoff co-founded and ran Zillow for a decade as its CEO. Spencer is also the co-founder at Pacaso and, through his startup studio and VC firm, 75 & Sunny, is an active angel investor in more than 100 companies and is incubating several more. Rascoff is a NYT’s best selling author based in LA who focuses on Proptech, the future of work and the creator economy. Spencer is Visiting Professor at Harvard University where he teaches the StudioLab on Creativity and Entrepreneurship as well.
(0:34) - From Zillow, AirBnB & WeWork to Proptech 2.0: What's next
(3:20) - Mission-oriented founders
(4:53) - Niche & simple vs. full stack solutions
(7:00) - Too much capital: bug or feature
(7:45) - Housing innovation & democratizing access
(9:27) - LA Tech ecosystem: media, entertainment, defense & creator economy
(11:56) - Discomfort Zone: Elon Musk
💚 Learn more:
➡️ 75 & Sunny's portfolio
➡️ Spencer Rascoff on LinkedIn
➡️ Pasaso CEO Austin Allison on Tangent
💚 Connect with Tangent:
➡️ Edward Cohen on Twitter
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on Twitter
➡️ Tangent on LinkedIn
➡️ Tangent on Twitter
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Mike Schneider is the CEO & Co-founder of Acre Homes. Acre combines the ease of renting with the financial upside of owning. Acre is available in Raleigh-Durham, and will be launching in Atlanta and Nashville soon. Previously, Mike served as the VP of Technology Strategy at RE/MAX, and Co-founded First, a real estate tech company that leveraged machine learning to help agents win more business.
(2:12) - Acre: Breaking the Renting or Home Mortgage paradigm
(7:13) - Acre's model during variable interest rate environment
(8:59) - Opportunity residents & investors
(10:19) - Market growth
(10:54) - Taking the Tesla approach: 10x better than mortgage
(12:48) - Buying a home with a partner
(15:28) - Acre Homes price point
(16:47) - Feature: Blueprint
(17:52) - Rent-to-own, buy before you sell, Home Equity products.
(21:41) - Challenges of mortgages & bias in home appraisals
(25:07) - Generating returns in Single family homes
(25:42) - North Carolina ecosystem: Raleigh-Durham Research Triangle
(29:51) - US cities transport options
(33:26) - Collaboration Superpower: Steve Jobs
(38:57) - Discomfort Zone: Is Built-to-rent overrated?
💚 Learn more:
➡️ Acre Homes (site)
➡️ Mike Schneider on LinkedIn
💚 Feature:
➡️ Blueprint (BlueprintVegas.com/Tangent for ticket discount) - Most global event of Proptech innovators leading the charge in changing the built world in Las Vegas this September.
💚 Connect with Tangent:
➡️ Edward Cohen on Twitter
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on Twitter
➡️ Tangent on LinkedIn
➡️ Tangent on Twitter
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Brent Wadas is the CEO at BotBuilt, a Y-Combinator Construction technology company based in Durham, NC that is revolutionizing building homes with robots to address the labor shortage and housing affordability crisis. Brent served in the US Army in Afghanistan after 9/11, where he fulfilled his patriotic calling. BotBuilt employs a methodology that makes homebuilding less capital intensive, creating less waste and enabling a much more sustainable building process. Brent served over 10 years in the US Army as Assistant (to the) Regional Manager. Brent is an experienced business entrepreneur with a flair for achieving goals through actions and a passion for bringing dreams into focus.
(1:34) - Brent Wadas' entrepreneurial & military journey
(8:57) - What makes BotBuilt special
(13:52) - Feature: CREx - Makes it easy to get data out of Yardi, Salesforce, and more.
(15:15) - BotBuilt's factories: Durham, NC
(16:56) - Lessons from Katerra's $2 billion saga
(22:29) - Delivering a venture-scale return in Contech
(25:51) - BotBuilt's unit economics & business model
(31:49) - Contech adoption among homebuilders
(34:40) - Collaboration Superpower: William "Wild Bill" Donovan (Head of the OSS, precursor to CIA) - Wiki
(35:54) - Brent's 'Grand Daddy's' influence: 1st Scientific sharing agreement between USA & USSR
💚 Learn more:
➡️ BotBuilt's site
➡️ Brent's email: [email protected]
➡️ Katerra - Wiki
💚 Feature:
➡️ CREx (learn more) - Makes it easy to get data out of Yardi, Salesforce, and more.
💚 Connect with Tangent:
➡️ Edward Cohen on Twitter
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on Twitter
➡️ Tangent on LinkedIn
➡️ Tangent on Twitter
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Jenna Louie leads partnerships and strategic outreach at Ivory Innovations, and was previously an investor with the Urban Development Deal Team at Stanford. Ivory Innovations' mission is to catalyze innovation in housing affordability by promoting the most compelling ideas in housing by convening industry experts, inspiring students to tackle housing issues, sourcing and supporting the best innovative housing entrepreneurs, and putting these innovations into practice.
💚Learn more:
➡️ Ivory Innovations (see portfolio)
➡️ Esusu - Helping people build financial opportunities (learn more)
➡️ Outreach Grid - End homelessness together (learn more)
➡️ PermitFlow - Fast, easy permitting (learn more)
➡️ Acre Homes - It's not a mortgage. It's not renting. It's Acre. (learn more)
💚Feature:
➡️ Blueprint (BlueprintVegas.com/Tangent for ticket discount) - Most global event of Proptech innovators leading the charge in changing the built world in Las Vegas this September.
💚Connect with Tangent:
➡️ Edward Cohen on Twitter
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on Twitter
➡️ Tangent on LinkedIn
➡️ Tangent on Twitter
(2:52) - Ivory Innovations intro
(5:53) - Ivory ecosystem
(7:43) - How to align stakeholder incentives to put housing solutions into practice
(11:34) - Portfolio: Esusu, Outreach Grid, PermitFlow
(19:05) Feature - Blueprint Vegas: Global event of Proptech innovators leading the charge in changing the built world in Las Vegas this September.
(20:43) - Pro-housing innovation cities: Salt Lake City & Minneapolis
(26:30) - "Low hanging fruit" pro-housing policies
(31:46) - Role of Academia in catalyzing housing disruption
(34:08) - Homeownership vs. renting & building wealth
(38:15) - Housing funding environment: VC's vs. other creative funding ways
(42:51) - Collaboration Superpower: Lee Kuan Yew (Singapore's First Prime Minister)
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Amir R. Korangy is an Iranian-American publisher and film producer, who founded the business magazine, The Real Deal, about real estate and finance news. He also produced the PBS documentary, "Building Stories", about architect Costas Kondylis. Amir Korangy is also an adjunct associate professor of media and real estate at New York University where in the fall of 2018 he will be teaching a course titled the Korangy sessions where graduate students will have an opportunity to court questions as to the reality of real estate in the city and the country, complementing to their theoretical framework.
💚Learn more:
➡️ The Real Deal' site
➡️ Amir Korangy's Wikipedia
💚Feature:
➡️ PRN - Parking Reform Network - Education about the impact of parking policy on urban life & housing. - Visit website
➡️ Blueprint (BlueprintVegas.com/Tangent for ticket discount) - Most global event of Proptech innovators leading the charge in changing the built world in Las Vegas this September.
💚Connect with Tangent:
➡️ Edward Cohen on Twitter
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on Twitter
➡️ Tangent on LinkedIn
➡️ Tangent on Twitter
(2:26) - Twitter / X & Threads, Elon & Zuck
(8:25) - Proptech & Contech sales on Social Media
(9:54) - #REtwit - Real Estate community's Twitter / X home
(11:50) - Parking Reform Network - Education about the impact of parking policy on urban life & housing.
(15:27) - Real Estate Business ed on TikTok, LinkedIn, Youtube, Instagram
(21:09) - The Real Deal's community & multichannel
(26:40) - The Real Deal's Dotcom bubble launch
(27:48) - AI Opportunities & Threats for Media
(30:33) - Zach's VC wins
(37:35) - Feature: Blueprint - Largest event of Proptech innovators in Las Vegas on Sep. 11th-13th
(39:41) - AI & Copyright
(44:00) - AI-generated history, education & religion
(53:41) - Collaboration Superpower: Nick Denton (Gawker)
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Timothy Swanson is the President & CEO of Inherent L3C, a Chicago-based low profit LLC focused on enabling and empowering long term affordable homeownership and generational wealth creation through modular housing development, workforce platform and a smart home marketplace for future homeowners.
💚Learn more:
➡️Inherent L3C (site) - Transforming lives, communities and generations through homeownership
💚Featured:
➡️Propify (learn more) - The single source of truth for your CRE asset management
➡️Blueprint (BlueprintVegas.com/Tangent for ticket discount) - Most global event of Proptech innovators leading the charge in changing the built world in Las Vegas this September.
💚Connect with Tangent:
➡️Edward Cohen on Twitter
➡️Edward Cohen on LinkedIn
➡️Jeff Berman on LinkedIn
➡️Zach Aarons on Twitter
➡️Tangent on LinkedIn
➡️Tangent on Twitter
(3:00) - Tim & Inherent L3C's story
(4:21) - L3C structure, low-profit mission-driven limited liability company
(7:11) - Feature: Blueprint - Largest event of Proptech innovators in Las Vegas on Sep. 11th-13th
(8:18) - Running 3 companies in 1
(10:15) - How is Inherent L3C funded?
(13:40) - Workforce: Creating a jobs platform for residential development
(16:11) - Workforce housing with better than living wage
(19:25) - Single family vs higher density housing
(21:26) - Tangent 'shiduch' - Roots 🤝 Inherent?
(24:26) - VC friendly businesses
(28:42) - Political strategy to propel change
(33:29) - Feature: Propify - One integration to rule all property mgmt. software
(34:35) - Future of Cities: Chicago
(38:39) - Collaboration Superpower: Vinton Cerf
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Stefan Schwab is the CEO of Enlighted (acquired by Siemens), a Proptech provider of IoT solutions at the intersection of people, space, and work. Enlighted combines cognitive environmental IoT sensors and lighting controls that connect to intelligent workplace experience apps, offering a singular, scalable, interoperable solution to address a spectrum of building, space, and productivity needs. Customers include AT&T, WWE and the UK's NHS.
💚Learn more:
➡️ Enlighted's site
➡️ Stefan's LinkedIn
💚Feature:
➡️ Cuby Technologies (site) - mobile micro-factory solution to develop housing and buildings in less time.
(3:12) - Implementing RTO plans
(6:45) - Measuring occupier productivity and wellbeing
(12:54) - Building management software integrations
(15:00) - Differentiating your product and data in a crowded marketplace
(18:22) - Feature: Cuby Technologies - mobile micro-factory solution to develop housing and buildings in less time
(19:42) - Case Study: WWE's HQ in Stamford, CT
(26:40) - Why should office buildings care about sustainability goals
(29:36) - AI opportunities for CRE investors
(33:39) - Future of Cities: Augsburg, Germany
💚Connect with Tangent:
➡️ Edward Cohen on Twitter
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on Twitter
➡️ Tangent on LinkedIn
➡️ Tangent on Twitter
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
This is a Tangent Special episode. Discomfort Zone: the art of stepping out of your comfort zone to pivot in business and in life, and the science of changing your mind when you are faced with new facts and acquire new experiences.
(0:25) - Zach Aarons (GP & Co-founder at MetaProp)
(3:03) - Nick Romito (CEO & Founder at VTS)
(3:47) - Kevin Ortner (CEO at Renters Warehouse and President at Appreciate)
(5:09) - Steve Eisman (The Big Short investor)
(6:14) - Noah Isaacs (Co-founder at Bowery Valuations)
(7:34) - Imran Noorani (CSO at Peak Power)
Connect with Tangent:
💚 Edward Cohen on Twitter
💚 Edward Cohen on LinkedIn
💚 Jeff Berman on LinkedIn
💚 Zach Aarons on Twitter
💚 Tangent on LinkedIn
💚 Tangent on Twitter
Daniel Dorfman is the Co-founder at Roots, an Atlanta-based company aiming to help 1 million people create wealth through residential real estate investing and their innovative ''Rent it like you own it'' program.
💚Learn more:
➡️Roots (site) - The real estate portfolio that creates wealth for you and its Residents
💚Feature:
➡️Dottid (book a demo) - The single source of truth for your CRE asset management
💚Connect with Tangent:
➡️Edward Cohen on Twitter
➡️Edward Cohen on LinkedIn
➡️Jeff Berman on LinkedIn
➡️Zach Aarons on Twitter
➡️Tangent on LinkedIn
➡️Tangent on Twitter
(1:53) - Roots' pitch: Turning renters into investors
(3:59) - Roots' investors, assets & strategy
(6:51) - Tangent Glossary: Reg A REITs
(9:00) - Rent pricing strategy & planning fund reserves
(13:32) - Roots' company growth, rent growth & CoC
(16:19) - Renter incentives: Rent a home like you own it
(18:45) - Feature - Dottid: All-in-one commercial real estate asset management platform
(21:07) - Scaling in Atlanta market and beyond
(22:22) - Real Estate fund type and structure
(25:29) - Jeff's lesson for Proptech founders: to raise VC or not to
(26:43) - Trading lower CoC yield for higher appreciation & financial empowerment
(28:53) - Secret sauce
(32:55) - Discomfort Zone: Building resident trust
(35:07) - Resident community gamification & creating network effects
(38:26) - Collaboration Superpower: Public-private partnerships, Multifamily REIT's & Mel Brunson
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Mike Sroka, CEO and Co-founder of Dealpath, a leading cloud-based software platform for commercial real estate investment and development teams, including Blackstone, Nuveen, Oxford Properties and L+M. Mike currently also contributes to Forbes' Real Estate Council, and previously worked as a PM at Zynga. Edward & Jeff are joined by friend of Tangent Zach Aarons (GP & Co-founder at MetaProp).
(1:35) - Future of Cities: San Francisco
(5:07) - Signature Bank's and regional banks' impact on commercial real estate
(12:34) - Tangent Glossary: NY's Local Law 97's site
(13:52) - Bright side of CRE: Industrial, Logistics & Manufacturing in Latin America & emerging markets
(16:46) - Dealpath's and Mike's origin entrepreneurial story
(20:09) - Feature - KODA: Minimalist luxury living in a spaciously sustainable house
(21:07) - Dealpath's value propositions
(26:16) - Dealpath's 'killer' product
(28:21) - Proptech adoption & displacing legacy real estate systems
(33:27) - The Impact & Opportunities of Generative AI in Real Estate (MetaProp's White Paper)
(40:27) - Discomfort Zone: Stanley Druckenmiller's inflation prediction
Learn more:
💚 Dealpath's site
Feature:
💚KODA's site
Connect with Tangent:
💚 Edward Cohen on Twitter
💚 Edward Cohen on LinkedIn
💚 Jeff Berman on LinkedIn
💚 Zach Aarons on Twitter
💚 Tangent on LinkedIn
💚 Tangent on Twitter
Sukesh Shekar is the CEO & Founder at Altgage, the Google search of mortgages, bringing simply affordable mortgages to home buyers. . Sukesh believes in the American dream of homeownership. However, mortgages are more unaffordable than ever and most mortgage processes lack transparency. Altgage makes home buying more affordable with smart mortgages that build wealth over time.
💚 Learn more:
➡️ Altgage's website - Mortgage deals that make home buying affordable.
➡️ Sukesh Shekar on LinkedIn
💚 Feature:
➡️ Parking Reform Network (website) - Education about the impact of parking policy on climate change, equity, housing, and traffic.
💚 Connect with Tangent:
➡️ Edward Cohen on Twitter
➡️ Edward Cohen on LinkedIn
➡️ Jeff Berman on LinkedIn
➡️ Zach Aarons on Twitter
➡️ Tangent on LinkedIn
➡️ Tangent on Twitter
(1:54) - Building the Google search for affordable mortgages
(7:23) - Demystifying mortgage brokers compensation
(12:17) - Feature: Parking Reform Network (website) - Education about the impact of parking policy on climate change, equity, housing, and traffic.
(13:26) - Tangent glossary: mortgage originators, mortgage brokers, 'shop for your rates', market rate dispersion, PMI, cost of capital, UWM, mortgage origination.
(18:05) - Lack of transparency, many middlemen, too much fat
(18:57) - Numbers vs. existential issues for VC's
(19:40) - Renting vs. owning a home
(30:53) - Altgage's scale, repeatability & protectable IP
(33:45) - Mortgage startups performance
(33:57) - Altgage's innovative mortgage search
(37:50) - Altgage's team
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Hosts Edward and Jeffrey are joined by MetaProp Co-founder & GP Zach Aarons, and special guest Brad Hargreaves, Founder and Chairman at Common and contributor to Thesis Driven, to discuss Silicon Valley Bank's and Signature Bank's unraveling and it's potential implications on Proptech, commercial real estate and VC investing.
(2:05) - SVB's fallout timeline
(7:13) - Advise for Proptech founders & teams banking with SVB
(11:27) - Impact to investor sentiment
(13:42) - Feature: HAC - Housing Assistance Council, helping build homes & communities across rural America (learn more)
(14:50) - How can companies handle SVB's covenants
(19:10) - Fed's options & their impact on commercial real estate
(23:30) - Bank runs in the era of social media
(25:55) - Buying low-yield bonds and 4 cap CRE buyers
(28:50) - Brad's experience at Common choosing between Triple Point & SVB
(33:50) - Opportunities ahead
(36:53) - How can Proptech deliver innovation & adoption growing forward
Learn more:
💚Brad Hargreaves on Twitter
💚Thesis Driven blog - Subscribe
💚Zach Aarons on Twitter
💚MetaProp's website
Feature:
💚HAC - Housing Assistance Council, helping build homes & communities across rural America - Website
Connect with Tangent:
💚Edward Cohen on Twitter
💚Edward Cohen on LinkedIn
💚Jeff Berman on LinkedIn
💚Tangent on LinkedIn
💚Tangent on Twitter
Nick Romito is the CEO and Founder of VTS, Commercial Real Estate's leading leasing and asset management platform. Under his leadership, VTS has grown to more than 60% of Class A office space in the US and over 12 billion square feet of office, retail, and industrial is managed through the VTS platform globally.
(1:23) - State of the Office market
(7:20) - Office space in the hybrid work era
(11:55) - CRE debt maturity
(13:37) - Feature: Raccord - Collect, organize and use CRE data seamlessly
(15:46) - How will CRE owners and operators evolve
(23:23) - How will CRE tenant experience evolve
(25:56) - VTS's present and future
(29:30) - Future of Cities: NYC
(36:14) - Discomfort Zone: Remote work
Learn more:
💚VTS Office Demand Index February 2023 (report)
💚VTS (website)
Feature:
💚Raccord (website) - Collect, access and utilize commercial real estate data instantly
Connect with Tangent:
💚Edward Cohen on Twitter
💚Edward Cohen on LinkedIn
💚Jeff Berman on LinkedIn
💚Tangent on LinkedIn
💚Tangent on Twitter
Kevin Ortner is the President of Appreciate Holdings and CEO of its operating arm Renters Warehouse. Kevin Ortner is the author of Rent Estate Revolution: Today's Key to Retirement Security, Financial Freedom & the New American Dream.
(1:24) - State of the SFR market
(4:36) - Strategies for institutional and retail SFR investors
(8:43) - Starting an SFR property mgmt. company
(13:56) - How to build a vertically integrated real estate tech stack
(18:48) - Feature: Lendai - US Mortgage for Foreign Investors (Apply here today)
(20:25) - Residential Real Estate data sources
(25:28) - Property condition and appraisals
(27:40) - Appreciate's SPAC
(30:23) - Solving the housing supply and affordability crisis
(36:23) - Get rich slow: Owning rentals and the New American dream
(40:45) - Future of Cities: Minneapolis, MN
(42:35) - Discomfort Zone: Hybrid work
Learn more:
💚Kevin Ortner on LinkedIn
💚Appreciate's website
💚Rent Estate Revolution by Kevin Ortner (on Amazon)
Feature:
💚Lendai - US Mortgage for Foreign Investors (Apply here today)
Connect with Tangent:
💚Edward Cohen on Twitter
💚Edward Cohen on LinkedIn
💚Jeff Berman on LinkedIn
💚Tangent on LinkedIn
💚Tangent on Twitter
Jason Fudin is the CEO and Co-Founder of Placemakr. Placemakr is a tech-enabled real estate and finance optimization platform that partners with developers, property operators, and investors to curate a collection of apartment-like spaces in selected neighborhoods. Their buildings range from brand-new apartments as they’re leasing up to established apartments looking to maximize their value. Jason previously led commercial developments at Vornado Realty.
(1:19) - Placemakr's origin story
(2:56) - Pop-up hotels
(9:16) - Feature: Prophia - Access validated commercial real estate data in real-time
(10:34) - Blending Hospitality and Multifamily
(13:42) - Asset-light vs. asset-heavy approach
(15:56) - Flexible residential buildings with commingled uses
(19:45) - Navigating city regulations and incentives
(23:24) - Office to housing conversions
(27:47) - Future of Cities - Washington DC, a tale of two cities
(28:59) - Discomfort Zone - Building the right team and tech adoption in slow real estate
Learn more:
💚Jason Fudin on LinkedIn
💚Placemakr's website
💚Job openings at Placemakr (link)
💚Placemakr on LinkedIn
Feature:
💚Prophia (website) - Access validated commercial real estate data in real-time
Connect with Tangent:
💚Edward Cohen on Twitter
💚Jeff Berman on LinkedIn
💚Tangent on LinkedIn
💚Tangent on Twitter
Noah Isaacs is Co-founder and Co-CEO at Bowery Valuation, a commercial real estate appraisal firm that is powering the best-in-class appraisers to help them appraise smarter and faster. Before co-founding Bowery, Noah worked for BBG, valuing over $2.5B worth of commercial real estate in New York. Noah graduated from McGill University with a major in Statistics and a double minor in Operations Management and Labor-Management Relations. He has on multiple occasions lectured at Columbia University, with a primary focus on Proptech and the future of real estate.
(1:36) - State of the Commercial Real Estate market
(8:38) - What's wrong with Commercial Real Estate appraisals?
(13:22) - How Bowery Valuation solves collaboration issues during the appraisal process
(15:56) - Feature - Transform Your City: Create urban spaces that lead to safer, healthier, and greener streets and cities.
(17:17) - The future of Commercial Real Estate appraisal tech: Bowery Valuation's client-facing platform
(21:16) - The 5-day Commercial loan vision
(22:39) - New data sources for appraisals: tenant space usage and carbon emissions.
(24:40) - The state of Office: are appraisers considering conversions or alternative highest and best uses?
(28:24) - Bowery Valuation's fundraising journey: from MetaProp to Camber Creek to Goldman Sachs
(39:56) - Benefits of having a strategically diverse investor stack - LeFrak, Capital One, Alpaca VC, Goldman Sachs, MetaProp, Camber Creek
(42:46) - Future of Cities: What's one aspect of NYC Noah would choose to improve?
(43:24) - Discomfort Zone: How Noah has adapted his leadership approach to empower Bowery's team
Learn More:
💚Bowery Valuation's website
Featured:
💚Transform Your City (website): AI-generated urban spaces to create to safer, healthier, and greener streets and cities.
-To donate and support Transform Your City -> Donate now
Connect with Tangent:
💚Edward Cohen on Twitter
💚Jeff Berman on LinkedIn
💚Zach Aarons on Twitter
💚Tangent on LinkedIn
💚Tangent on Twitter
Learn More:
💚Peak Power's website
💚Peak Power on Twitter (@peakpower_inc)
💚Peak Power on LinkedIn
Imran Noorani is the Chief Strategy Officer and Co-founder at Peak Power, a Canadian company that is putting commercial and industrial buildings at the center of the clean energy revolution.
Featured:
💚Virtuance (website): Real Estate Photography & 3D Tours at Scale
💚Tangent on LinkedIn
💚Tangent on Twitter
💚Edward Cohen on Twitter
(1:38) - Imran Noorani's background: from charging a Gameboy to powering commercial real estate
(4:18) - What's the problem with our current building's energy infrastructure and grid system
(8:10) - What economic, environmental and social benefits can commercial real estate owners unlock with Peak Power
(14:25) - Feature: Virtuance - Real Estate Photography & 3D Tours Technology at Scale
(15:34) - What commercial and industrial real estate asset types work best with Peak Power
(18:17) - How are buildings generating carbon emissions and polluting the environment
(20:47) - Prioritizing innovation within the ESG framework
(24:31) - How to finance and find the right partners for a clean energy building retrofit
(30:22) - What can cities learn from Canada's innovation ecosystem?
(34:51) - Future of Cities: What would Imran change about Toronto?
(36:20) - Discomfort Zone: Applying diversity across everything we do
Zach Aarons has been working at the intersection of real estate and venture capital for the past decade. Zach is the most active early-stage PropTech investor in the United States, having funded over 60 startups in the space as an individual and 150 startups through MetaProp NYC’s venture capital funds. Zach also teaches Real Estate at Columbia Grad School and is a published author with his book Proptech 101. Zach has also worked on large scale mixed-use development projects in cities like Boston and Los Angeles with Millennium Partners.
Learn More:
💚Zach Aarons on Twitter
💚MetaProp's website
💚Zach's book Proptech 101
Featured:
💚Market Stadium (site): Optimize Your Real Estate Market Due Diligence
Other Resources:
💚Think Again by Adam Grant
Connect with Tangent:
💚Edward Cohen on Twitter
💚Jeff Berman on LinkedIn
💚Tangent on LinkedIn
💚Tangent on Twitter
Tangent is back with a new limited series hosted by Edward Cohen & Jeffrey Berman (Partner at Camber Creek). In this episode, we introduce the series' main themes, including how Proptech leaders are improving our cities and quality of life, how will the remote work revolution reshape our cities and impact Real Estate valuations, the Great Tech Correction (don't call it Dotcom 2.0) and how we can tackle the Housing supply and affordability crisis. We will examine these topics through diverse frames, including founders, venture capitalists, real estate investors, public sector leaders and media and academia experts.
Connect with Tangent:
💚Edward Cohen on Twitter
💚Jeff Berman on LinkedIn
💚Tangent on LinkedIn
💚Tangent on Twitter
Featured:
💚Quext - Smart Apartment Technology (learn more)
Tangent on LinkedIn
Tangent on Twitter
To learn more:
💚MetaProp (site)
Maureen Waters on LinkedIn
Featured:
💚Urban Impact Agency (site) - Making cities smarter and more sustainable.
💚ility (site) - SaaS platform enabling commercial real estate owners to increase NOI by creating awesome workplaces.
To learn more: [email protected]
Maureen Waters, Partner at MetaProp, the largest Proptech Venture Capital firm focused on early-stage Proptech companies, with over 150 investments in startups. Maureen leads the growth of MetaProp’s Innovation Services, where she helps commercial real estate LP's leverage Data, ESG & Climate Tech and prioritize, pilot and deploy tech solutions across their portfolios. Prior to MetaProp, Maureen was President of Ten-X, one of the largest online commercial real estate marketplaces. Maureen was previously head of real estate and asset management at Bill Gates Investments and Cushman & Wakefield.
Tangent on LinkedIn
Tangent on Twitter
To learn more:
Rabbet (website)
Will Mitchell on social: LinkedIn
Also featured:
Knock - Residential leasing proptech with self-touring technology
Supportive Housing Network of NY - Collective effort to end homelessness among the most vulnerable New Yorkers
Tangent on LinkedIn
Tangent on Twitter
Learn more:
ProptechVC
Zain Jaffer on Twitter
Boxabl - Modular homes construction
Also featured:
Jelly - The new following experience (NFT's)
Zain Jaffer, Partner at Bluefield Capital, a private equity and venture capital firm investing in Commercial Real Estate & Proptech. Zain stepped into the real estate world after he sold his start up called Vungle to Blackstone for $780 million.
Tangent on LinkedIn
Tangent on Twitter
To learn more:
Rudin Management
Nantum OS - Prescriptive Data
Also featured:
RealEstateXTechnology - Newsletter about modern real estate and the technologies that impact it
Boom - The most flexible and rewarding way to pay rent
Michael Rudin, SVP of Rudin Management and a key member of his family's proptech investing business Rudin Ventures, shares on Tangent what it takes to stay relevant in a saturated market; from tenant-focused renovations that prioritize both physical and technological amenities, to being a corporate leader in ESG strategies and the importance of public-private partnerships to solve some of the most challenging issues the industry is currently facing.
Tangent on LinkedIn
Tangent on Twitter
To learn more:
FullStack Modular
Roger Krulak on Linkedin
Also featured:
Neighbor - Peer to peer self storage and vehicle storage marketplace
Knock - Residential leasing proptech with self-touring technology
On this Tangent episode, we dissect the state of modular construction with FullStack Modular's CEO Roger Krulak, a pioneering development and construction executive with over 25 years of experience in the industry. Roger walks us through why the design-bid-build model is inefficient, and how off-site construction can help stakeholders better collaborate and align incentives which will ultimately result in time and cost efficiencies. We also discuss how there needs to be a paradigm shift around modular construction, and how public/private partnerships can help alleviate the housing supply and affordability crisis.
Austin Allison is the Co-founder and CEO of Pacaso, a service that creates a more accessible category of second-home ownership and that is currently valued at $1BN. As a 2nd time founder after the successful exit of his first proptech company Dootlop to Zillow, Austin shares with us the lessons learnt throughout his entrepreneurial journey - such as what it takes to be a founder, which resources to optimize for, and how to think about industry pain points and TAM - and more broadly, his views on the housing crisis in the US.
To learn more:
Pacaso - The modern way to buy and own a second home
Austin Allison on social: Twitter & Instagram
Also featured:
Culdesac - The first car-free neighborhood built from scratch in the US
Supportive Housing Network of NY - Collective effort to end homelessness among the most vulnerable New Yorkers
💚 Connect with Tangent:
➡️ Edward Cohen on LinkedIn
➡️ Tangent on LinkedIn
Disclaimer: Tangent podcast is for entertainment and informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advise. Nothing contained on our program constitutes a solicitation, recommendation, endorsement, or offer by Tangent, Camber Creek, MetaProp, or any third party guest to buy or sell any securities, public or private, other financial instruments or funds.
Tangent on LinkedIn
Tangent on Twitter
To learn more:
Manu Pathak on LinkedIn
Featured:
Rabbet - Construction finance software for real estate borrowers and lenders
Swapp - Architectural and MEP planning company
Data sources:
NYC Open Source Database
Location Data - iPhone
On today's episode, we explore the intersection of data science and real estate with Manu Pathak, an urban planner and real estate data scientist working at CBRE's Business Development and Solutions Analytics for corporate occupier services. Tune in to learn more about what makes a data set useful, how urban planners and real estate stakeholders can utilize this data for optimal decision making, and where the data is lacking.
Tangent on LinkedIn
Tangent on Twitter
To learn more:
Camber Creek - Proptech Venture Capital
Jeffrey E. Berman on LinkedIn
Also featured:
The Finance Savior - Use discount code 'Tangent' for 20% off your first session
The Subversive Gardener
Jeffrey Berman has been at the forefront of the Proptech movement since 2008, and as General Partner of Camber Creek (investor in Latch, VTS, and Compstak among others), he shares with us his insights on the current state of real estate technology adoption, seeking alpha in proptech VC investing, ESG, and the role that real estate owners & operators are playing as LPs and users in the fund's decision making.
Tangent on LinkedIn
Tangent on Twitter
Relevant links:
Plotify website
Anish Malhotra, Plotify Co-Founder & CEO
Stimulus:
One Rental at a Time, by Michael Zuber
One Rental at a Time on Youtube
The Product: Plotify
The Industry: Single Family Homes
The Vision: Democratizing Real Estate Investing for Global Investors
1:24 - Anish's Journey: From digitizing financial markets with Bloomberg Tradebook to digitizing real estate transactions at Plotify
5:24 - How Plotify was born out of friction and frustration within an antiquated and illiquid Real Estate market
9:47 - How is Plotify distinct from 'Real Estate Crowdfunding'?
13:45 - Stimulus: One Rental at a Time
15:08 - Incorporating data models and a risk matrix to assess cross-market Real Estate investments
22:08 - Why is now the time to invest in Single-Family Rentals?
27:21 - How will Plotify scale up globally in the next 5 years?
32:35 - Streamlining real estate transactions, management and powering investors' peace of mind
38:38 - Discomfort Zone: The future of farming and the impact of 'Big Food'
Learn more:
Knoq
Featured Stimulus:
Association For Neighborhood & Housing Development
Kendall Tucker is the Founder & CEO of Knoq, a technology company that recruits, trains and guides neighborhood sales representatives at scale. Knoq creates stronger, more personalized conversations between reps and their neighbors by using customer modeling to predict the appropriate home product fit for each household. Kendall shares how her company has evolved since it's initial focus on political canvassing, amassing and analyzing a database of 270M Americans, and the strategic shift post-pandemic toward data platform sales.
Tangent on LinkedIn
Tangent on Twitter
Learn more:
Michael Lewis' 'The Big Short'
The Big Short (movie)
Steve's Zillow Short Prediction on CNBC
Featured Stimulus:
Project Parachute (https://www.enterprisecommunity.org/)
Project Parachute on the Real Deal
1:21 - 2008 Financial Crisis vs. Pandemic: How is it impacting real estate values differently?
4:16 - Cyclical or Permanent: Transfer of wealth from Commercial to Residential Real Estate
5:38 - Is Washington making the same mistake as ’08?
8:24 - How will home-builders like Lennar perform in a post-vaccine world?
9:30 - Stimulus: Project Parachute, protecting vulnerable NYC renters from eviction
11:01 - Are single-family home rentals here to stay as an investment class?
13:42 - From bear to bull: A Zillow story
16:02 - Steve's Big Short predictions for 2021
17:27 - Is Anti-trust regulation coming for Facebook, Google & Big Tech?
20:21 - Commercial Real Estate REIT's long-term issues
26:06 - Discomfort Zone: Sub-prime mortgage and auto lenders unchecked consumer fraud in ’02
Tangent on LinkedIn
Tangent on Twitter
Learn more:
'The Great Indoors' on Amazon
Emily Anthes Official Site
WELL Building Certification
Featured stimulus:
Project Parachute (https://www.enterprisecommunity.org/)
Project Parachute on the Real Deal
1:48 - We are an indoor species after all
4:03 - Rethinking how to use our buildings
5:38 - Remote Work: Lessons & predictions for the Real Estate Industry
9:06 - Data-driven decisions to improve productivity & office space usage
15:40 - WELL Certification: Advancing health and wellbeing in the office
22:17 - Stimulus: Project Parachute, helping vulnerable renters
23:50 - Implementing active design to create healthier spaces in cities
30:55 - How can cities beat Global Warming: Resilient buildings & Amphibious architecture
34:02 - Improving cooperation between Real Estate & climate scientists
35:53 - Discomfort Zone: Evidence-based design requires political and social reform
38:07 - Emily's advise to a 20-year old starting their career in Science Journalism
Tangent on LinkedIn
Tangent on Twitter
Learn more:
Meister Seelig & Fein LLP
Matthew Kasindorf on LinkedIn
Featured Stimulus:
RevelAndAwe.com/Tangent
01:40 - Atomic Networking: How networking is changing in the remote work era
3:58 - The Democratization of Networking: Context is queen
13:01 - Real Estate Tech adoption during COVID-19
19:58 - How will Commercial leases change temporarily and permanently
24:37 - Stimulus: Revel & Awe Coaching Company
26:25 - Housing affordability & supply crisis: Is rent regulation making it worse?
30:46 - Has transparency finally arrived to Real Estate transactions
34:50 - Discomfort Zone: The '86 & '08 downturns echoing in today's recession
39:28 - Prof. Kasindorf's advise to a 20-year old starting their career in Real Estate Law
Tangent on LinkedIn
Tangent on Twitter
Learn more:
-The Neighborhood Challenge, An Open Innovation Platform for Small Businesses
-Jonathan Lane on LinkedIn
-NYC Economic Development Corporation
Featured Stimulus:
-Fusion100 (Discount code: Tangent)
Relevant Links:
-The Color of Law, by Richard Rothstein
-The 13th, on Netflix
2:37 - Jon's journey: From Non-profit to Venture Capital to the public sector
5:13 - What is the NYCEDC's role?
9:13 - #AllinNYC - Campaign to revitalize the city's hospitality sector & galvanize locals
14:20 - Growth vs. Resiliency: How can NYC become resilient and provide for all New Yorkers?
21:51 - Stimulus: Ilan Orgel's Fusion100
23:40 - Why NYC shouldn't worry about the headlines about tax base leaving
28:26 - LowTech: Can BigTech lead New York's next wave of innovation?
33:53 - Can NYC office & the remote work revolution coexist?
38:58 - A more just society starts with anti-racism & upward economic mobility
44:58 - Discomfort Zone: Personal resiliency to combat hustle culture
50:00 - Jon's advise to a 20-year old starting their career in the public sector
Tangent on LinkedIn
Tangent on Twitter
Learn more:
Dr. Josh Harris' LinkedIn
Featured Stimulus:
Rock the Vote
Other Links:
The Great Indoors by Emily Anthes
1:50 - Antifragile Survivors and the Role of Extreme Events
8:50 - Future of Student Housing & Economies of College Towns
16:27 - Why Our Physical and Digital Worlds Won't Converge Just Yet
22:07 - Stimulus: Rock the Vote - Digital Volunteer for the Upcoming Elections
23:31 - Do Vertical Cities Have an Advantage Over Horizontal Cities Coming out of the Pandemic?
30:02 - Survivorship Effect: History is Written by the Winners & the Survivors
35:34 - The Future of Work: Will FOMO Bring Us Back to the Office?
41:46 - Discomfort Zone: Why Dr. Harris Ditched His Airline Status Fever
45:15 - Advise to a 20-year old starting their career in Real Estate Development
Tangent on LinkedIn
Tangent on Twitter
Learn more:
StriveCares
Featured Stimulus:
RevelAndAwe.com/Tangent
Other Links:
Atomic Habits by James Clear
How to Build Your Emotional PPE?
1:28 - A Mission to Increase Access to Addiction and Mental Health Treatment
4:08 - Residential vs. Real World Habits
8:48 - How Tech is Helping with our Self Care: Silver Lining Post COVID-19
15:23 - Stimulus: Arielle Sadan's Revel & Awe Coaching Company
17:24 - Combating Stigma and Language to Address the Suicide Epidemic
21:00 - Untreated Substance Abuse and Mental Health Disorders Cost America $700B
21:48 - NIMBY-ism & Education Around Addiction Stigma in Our Neighborhoods
26:10 - Addicted to Tech: Social Media and Smartphone Overuse
30:33 - Discomfort Zone: Benji's Brave and Inspiring Approach to Overcoming His Toughest Period
32:33 - Advice to a 20-year old starting their career in Healthcare Tech
Tangent on LinkedIn
Tangent on Twitter
Learn more:
TFliving.com
Devin's contact: [email protected]
Featured Stimulus:
Fusion100co.com (discount code 'Tangent')
1:47 - Devin's entrepreneurial journey into the Real Estate amenities space and TFLiving's mission to enhance resident experience.
4:16 - What measures are property owners & managers taking to ensure residents are safe during COVID-19?
10:14 - Urban mobility trends from Tier 1 cities (New York & San Francisco) to 18/7 cities.
12:43 - The appeal of Denver, Austin and Nashville for Multifamily investors
15:57 - Stimulus: Ilan Orgel's Fusion100 Lifestyle Brand
17:54 - Harnessing Proptech to Enable On-site & Virtual Amenities
22:41 - Real Estate opportunities in remote learning and remote fitness
25:59 - How to empower the Gig economy & foster synergy within a remote team
29:08 - AirBnB IPO and it's pivot to virtual experiences for renters
31:54 - Discomfort Zone: Learning the importance of mental health and seeking professional help
33:53 - What advice would Devin give his 20-year old self starting a career in Real Estate today?
About Devin Wirt & TFLiving
TFLiving is a tech-enabled amenities company providing services to residential and corporate locations across the US. TFLiving is a one-stop platform for on-site and virtual amenities, offering their services in 29 states, in over 100,000 units. Many of TFLiving’s partnerships include real estate developers and property managers, such as Bozzuto, KETTLER, Greystar, First Service Residential, UDR Apartments.
About Ilan Orgel & Fusion100
Fusion100 was created in June 2019 out of New York City. The goal was to create a brand that motivates people to become the best version of themselves, emphasizing that everyone is unique in their own way. Ilan Orgel was inspired to create a quality lifestyle brand that was fashionable as well as comfortable. He is beginning to build recognition for this brand by sharing merchandise with athletes and other motivated partners.
En liten tjänst av I'm With Friends. Finns även på engelska.