INTELLIGENCE ARCHIVE

PropTech Capital

Library Report

MRI Software's $10B Exit + 200-Person AI Layoff: 4 Vendor-Contract Clauses to Lock In Before Q3

The proptech category leader is mid-transaction at $10B while cutting 200 roles citing AI adoption. Q1 2026 proptech deal volume jumped 64% YoY. Here's the 4-clause renewal playbook for any FM running a PE-owned platform past year-six of its hold period.

1 min read
Library Report

The Agentic AI Capital Flip: Why PropTech's $16.7B Year Is Funding the Wrong 95% of CRE Firms

PropTech VC poured $16.7B in 2025 (+67.9% YoY) and $1.7B in January 2026 alone — but only 5% of CRE firms report achieving their AI goals. Three deals (Cambio, Basis AI, Bedrock Robotics) define the new agentic-AI thesis. Here is a practitioner's 90-day playbook to close the operating loop.

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

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