Why the Future of Brokerage Belongs to Brokers, Not MLSes

The Quiet Reversal of Real Estate’s Power Structure

Agentic AI Made PropTech Output Cheap. Position Wins.

In a market where anyone can ship faster, durable companies will come from lived insight, workflow access, and better judgment.

GLP-1s and the Hidden Repricing of Real Estate

How healthspan extension quietly alters housing turnover, pricing, and demand

Physical AI Turns Proptech Into an Operating Business

Turning buildings into autonomous machines, not just better spreadsheets

75 Newsletters. 2236 Subscribers. 24 Months. One Decision I’d Make Again.

Thank you to every reader who opened, replied, forwarded, and stayed with me. You made this worth writing.

Anniversary. What I Learned in Two Years of Writing

75% Can't Tell What's Real? Why AI-Generated Posts Are Eroding Trust in Social Media, According to Global Surveys

Why the next digital boom won’t be about growth, but belief

A Zillion Pillows Owns the First Question

The portal doesn’t show listings. Now Zillow will shapes decisions.

Part II: Will Compass Sunset Anywhere’s Brands and Spark Another Boutique Boom?

The consolidation play that could redefine brokerage, and the opening it creates for boutiques.

Quantum RE: Where to Invest, Who Benefits, and Why It Matters

Quantum computing is triggering the next real estate wave - one that will reshape where we build, what we make, and who profits.

Kaz Nejatian’s Mandate: Turning iBuying Into Housing Infrastructure

Why the next phase of iBuying is about liquidity, trust, and scale

On Both Sides of the Table: Lessons From Being a GP and an Allocator

How managing capital and building companies at the same time shapes how we invest, choose founders, and serve our LPs.

Because of AEO... The Funnel Just Broke Part Deux

Profitability & Cost Synergies: How Rocket-Redfin Could Unlock $800M+ in Annual Profit

Can This Merger Drive Long-Term Profitability Through AI, Automation, and Agent Model Shifts? Part two of a two-part series.

Rocket & Redfin Merger: How This Powerhouse Could Handle 1 in 6 U.S. Purchase Mortgages

How This Deal Could Reshape Real Estate and Challenge Industry Giants - Part one of a two-part series.

Weekly Pulse: The Liquidity Quandary: Homeowners and Private Equity in 2025

As 2025 nears, homeowners and private equity (PE) firms share similar liquidity challenges in an increasingly difficult market.