INTELLIGENCE ARCHIVE

market-analysis

Library Report

Digital Twins Just Crossed the Procurement Line: Autodesk–Globant Signal + APAC Playbook

Autodesk named Globant its official Tandem Digital Twin Solution Provider on April 13, 2026 — the clearest signal yet that twins have left the pilot lab. Layered with NTU Singapore's 31% energy savings, Hong Kong chiller-plant cases, and a 17% BIM-IoT peer-reviewed result: 90-day APAC FM playbook.

1 min read
Library Report

Grid Energy 2026: The 22% PJM Spike, CAISO EDAM Launch, and a 90-Day GEB Playbook

PJM's 2026/27 capacity auction cleared at the cap of $329.17/MW-day — a 22% spike. Bills land June 2026. Data centers drove ~40% of that $16.4B cost. CAISO's Extended Day-Ahead Market launches today. Same owner playbook works in all three regions — here's the 90-day version.

1 min read
Library Report

Q1 2026 PropTech Capital Pulse: Where Smart Money Concentrated and What Owner-Operators Should Steal

Q1 2026 proptech funding hit .3B (+64% YoY), but the top 10 deals captured ~62% of capital. Basis AI's M Series B at .15B unicorn valuation, plus Tishman Speyer co-investing in Bedrock Robotics, signal where vertical AI agents are concentrating. Three 90-day moves for owner-operators.

1 min read
Library Report

BaaS Platform Wars 2026: The Three Deployment Archetypes That Will Decide Your Next 10 Years

BaaS platforms have crystallized into three archetypes: overlay AI (Trane/BrainBox), full-stack autonomous (PassiveLogic), enterprise EPM (OpenBlue, Forge). Forrester puts OpenBlue at 155% ROI; BrainBox in 14,000+ buildings. Here's how to pick the right archetype first.

1 min read
Library Report

AI-HVAC's 2026 Inflection: Trane-BrainBox, DRL Beats ASHRAE G36, and the APAC Grid Reframe

Trane completed BrainBox AI integration with 14,000 buildings under management; peer-reviewed DRL now beats ASHRAE G36 by up to 17%; Taipower's 5GW semiconductor demand reframes AI-HVAC as grid-flexibility insurance. Practitioner playbook for 90-day decisions.

1 min read
Library Report

The 2026 Embodied Carbon Reckoning — A 90-Day Playbook for APAC CRE Portfolios

Four 2026 events collapsed embodied carbon from a next-cycle disclosure problem into a current-quarter asset-value problem. GRESB scores it. Cushman quantifies a ~37% asset-value differential. LEED v5 mandates GWP. Taiwan carbon fee starts. The 90-day playbook.

1 min read
Library Report

Where CRE PropTech Capital Is Going in 2026: The AI Building OS Bet

Q1 2026 saw $3.3B flow into proptech, up 64% YoY. The real signal: three AI platform layers investors are backing — Runwise ($55M energy OS), Visitt ($22M ops), Cambio ($18M capital intelligence). Here's how to evaluate each.

1 min read
Library Report

PropTech Capital Flows: Where Smart Money Is Moving in Q1 2026

PropTech VC funding surged to $1.7B in Q1 2026, up 176% YoY. AI-driven building operations and sustainability compliance are the hottest categories.

3 min read
Library Report

PropTech VC Funding Q1 2026: Capital Returns to Smart Buildings

PropTech VC funding hit $1.7B in January 2026, up 176% YoY. AI-native platforms capture premium valuations while legacy PropTech faces headwinds.

3 min read