Tangent 💚 Proptech

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.