INTELLIGENCE ARCHIVE

strategy

strategy

The 275% Funding Surge in AI Buildings: What the Capital Signal Tells Us About Vendor Credibility

PropTech equity funding hit $1.7B in January 2026 alone, +176% YoY. Capital flowing into a category does not mean the category is healthy. Five filters separating durable capital from theater.

6 min read
compliance

Why No Other CRE AI Vendor Will Ship a Privacy Broker in 2026 — And What That Means for Your Procurement Review

Five Tier-1 CRE AI platforms shipped agents in 60 days. None ship a privacy broker. Why the gap exists, what the broker actually does, and what to put in your 2026 RFP.

6 min read
smart-buildings

Why 92% of CRE Teams Pilot AI and Only 5% Ship It

92% of enterprise CRE teams pilot AI; about 5% ship it to production. The gap is methodology, not model. Four invariants separate the deployments.

5 min read
smart-buildings

The Smart Building Moat Has Moved — Why Open-Protocol BMS Is Now Table Stakes

When CONTEXUS, OpenRemote, and Schneider EcoStruxure converge on the same architectural reframe in 90 days, the field is telling you the moat moved. The 6-12 month commoditization window on the BMS engine layer is short — here is where the durable defensibility lives now.

7 min read
building-intelligence

Siemens Says 20% Energy Reduction. Here's How to Verify That Claim (A Practitioner's IPMVP Guide)

Siemens published a 20% energy reduction claim for its Digital Twin Composer. Without IPMVP methodology disclosure, it's unverifiable. Here's the three-step practitioner audit for any AI building savings claim.

5 min read
building-intelligence

The 176% Funding Surge in AI Buildings: What the Capital Signal Tells Us About Vendor Credibility

PropTech VC hit $1.7 billion in January 2026 — up 176% year-over-year. Fast-moving markets produce inflated claims. Here are the five evaluation questions that separate vendors with real measurement methodology from those with compelling positioning.

5 min read
building-intelligence

The IPMVP Verification Framework for AI Smart Buildings: What Your Vendor Won't Tell You About Measuring Real Savings

Your AI-HVAC vendor claims 23% energy savings. But how were those savings measured? IPMVP is the international standard for verifying energy performance claims — and almost no AI building vendor uses it. Here's how to apply it to your deployment.

11 min read
building-intelligence

5 Industry Leaders Who Called the AI Building Transition — And What They Got Right

Antony Slumbers, Nicolas Waern, Brendan Wallace, Jon Gray, and James Dice made specific predictions about AI smart buildings in 2025. Here's the verification that every one of them was right.

6 min read
building-intelligence

Why Your AI Building Copilot Should Never Control Your HVAC — The Governance Architecture That Protects You

BACnet made Forescout's riskiest OT protocols list for the first time in 2026. Microsoft's reference architecture explicitly refuses BMS control. Here's why recommend-only AI governance is the only defensible architecture for commercial buildings.

4 min read