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Compass S-1 Deep Dive

Compass S-1 Deep Dive

[Editor’s note: Originally published on the Thomvest Blog.] Compass, a technology-enabled real estate brokerage, filed its S-1 in early March with plans to raise about $550 million as part of an initial public offering. The company updated its S-1 last week to include a share price…

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A New Podcast Collaboration: The Blueprint Sessions

A New Podcast Collaboration: The Blueprint Sessions

Avid readers Rob Hahn already know that we’ve been working on a new collaboration: The Blueprint Sessions, a podcast for exceptional founders of exceptional startups that are disrupting the real estate industry. This initiative stems from our desire to answer two key questions: Who are the…

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State of the GEM 2021

State of the GEM 2021

Diverse by role, sector, and geography, the GEM is a community of more than 350 proptech founders, execs, VCs, and tech-forward practitioners. A private group of independent thinkers, free from sponsored messages, sales pitches, and noise — our Mantra is simple: Go deep and keep…

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A Look Forward to 2021: De-Carbonization Is King

A Look Forward to 2021: De-Carbonization Is King

[Note from the editor: Below is a collection of 2021 predictions and trends sourced from members of the GEM. Originally published privately for members a week ago, but we are sharing them more broadly here.  —Drew Meyers] A Look Forward to 2021: De-Carbonization Is King BY…

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Outfit: Not Boring Investment Memo

Outfit: Not Boring Investment Memo

[Editor’s note: Originally published at Not Boring.] A couple of weeks ago, Fed Novikov, the co-founder of another Not Boring portfolio company that’s using software to streamline the traditionally heavy real estate industry, Apt, told me about a company a friend of his was starting and asked…

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Realtor.com Prevails with Avail

Realtor.com Prevails with Avail

The property management software for DIY landlords sector that we’ve covered in such depth got a jolt of excitement today: Realtor.com acquired Avail. The deal will help Realtor.com “expand into the rental space, extend its support for landlords, augment current rental listing content, grow its audience and build…

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Dear AirBnB, Thank You

Dear AirBnB, Thank You

[Editor’s note: Originally published on Vertical.] In 2017, I had a quick day trip to San Francisco. I was visiting family just south of the Bay Area in Carmel-by-the-Sea and needed a place to stay for the night after some meetings. I plugged into AirBnB…

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Proptech’s Q3 2020 Earnings Radar

Proptech’s Q3 2020 Earnings Radar

 The (third quarter) results are in for proptech’s public companies. After the success of our first Earnings Radar for Q2, we are bringing it back for a second spin. Ben Godfrey put together a Q3 earnings overview, specifically for Zillow Group. You can read that here. Without further ado……

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Market Map: 220+ Technology Companies Reshaping Commercial Real Estate

Market Map: 220+ Technology Companies Reshaping Commercial Real Estate

[Note from the editor: Originally published on Thomvest’s Blog] Today we’re releasing an updated version of our commercial real estate technology market map. The full list of companies is available here, and a high-resolution version of the map can be accessed here. This market map includes more than 220…

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Proptech’s Q2 2020 Earnings Radar

Proptech’s Q2 2020 Earnings Radar

The (second quarter) results are in for proptech’s public companies in 2020. We’re trying something new: synthesizing the most relevant topline information from the sector’s financial reports and balance sheets. It’s safe to say the market remains robust during this time of uncertainty, but the…

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