Jake

3rd-gen CRE developer | Building a digital media company focused on technology changing the physical economy (CRE, housing, construction, infrastructure)

[Jake @JakehellerPD]

Over the last 60 days, we’ve had several hundred conversations with brokers, operators, developers, investors, and technology leaders about AI in commercial real estate.

Here are 10 takeaways that you should pay attention too:

1) Proprietary context will matter more than model choice. Your leases, comps, emails, OMs, relationships, and operating history are the real advantage.

2) AI adoption is an organizational design problem. Licenses and usage without ownership, governance, training, and role-specific workflows become shelfware.

3) Narrow, reusable skills are outperforming ambitious autonomous agents. The best systems do one repeatable job extremely well.

4) CRE work is moving from manual production to orchestration and review. AI does the first pass; humans own assumptions and judgment.

5) AI is a multiplier and will widen the talent gap. Experienced practitioners gain leverage. Inexperienced users can reach polished wrong answers faster.

6) Operators are beginning to build their own vertical software. AI-assisted development is making internal operating systems possible without traditional engineering teams.

7) Proprietary brokerage data can become a prediction engine. Every inquiry, LOI, response, comp, and lost deal can improve pricing and buyer matching.

8) False productivity is everywhere. The most dangerous AI use case is the one that looks productive but quietly creates more work.

9) Legacy platforms and data access remain the choke point. Progress may depend more on reliable APIs and integrations than the next model release.

10) Static CRE deliverables are becoming interactive software. BOVs, OMs, investor reports, deal rooms, amenity maps, and stacking plans are shifting from PDFs into live experiences.

I hope this is helpful! Check out the AI for CRE Collective to learn more... Link below!

[Jake @JakehellerPD]

So were getting a lot closer to launching data centers into space

[Axios @axios]

Cowboy Space debuts new 'Big Iron' rocket https://t.co/l7LuyiPcEh

[Jake @JakehellerPD]

Malaysia's biggest landowner is a palm oil company.

Almost ~850,000 acres...

And now that the 3Ms (Malaysia, Mumbai, and Melbourne) are dominating in data center development, SD Guthrie is sitting pretty

[Bloomberg @business]

Malaysia is expected to attract more interest as a data center hub following the outbreak of the US-Iran war, according to SD Guthrie, giving the palm oil giant and country’s biggest landowner an opportunity to capitalize on the boom https://t.co/2mXKog8Lpx

[Jake @JakehellerPD]

https://t.co/HUed8Ke4QM

[Jake @JakehellerPD]

No surprise but Kilroy Realty says AI firms are driving 40% of SF office demand.

21 / 31 active SF tenant requirements above 100,000 SF from AI firms

[Jake @JakehellerPD]

That is a significant number

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Microsoft, $MSFT, is offering buyouts to 60,000 workers as part of the company’s efforts to cut costs amid AI adoption, per Bloomberg.

Personnel on select teams in the US, Canada, India, and the UK at a vice president level and below will be eligible.

This reflects ~27% of Microsoft's total workforce.

[Jake @JakehellerPD]

Confirmed Million Dollar Listing Star James Harris is a tokenmaxxer...

[Jake @JakehellerPD]

“You’re deciding whether to implement technology that’s going to go over millions and millions of square feet, that’s going to impact thousands of people. Yeah, that’s going to weigh on you.”

- Jeffrey Berman, General Partner & Founder, Camber Creek

[Jake @JakehellerPD]

Showtime

[Anthropic @AnthropicAI]

Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.

Read more: https://t.co/ofhv0DK3Zp

Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

[Jake @JakehellerPD]

“You’re deciding whether to implement technology that’s going to go over millions and millions of square feet, that’s going to impact thousands of people. Yeah, that’s going to weigh on you.”

- Jeffrey Berman, General Partner & Founder, Camber Creek

[Jake @JakehellerPD]

Growing my email subscriber list 🚀

[Jake @JakehellerPD]

Having a good gardner has been so good for my mental health

[Jake @JakehellerPD]

Going to be a consumer tidal wave as agentic commerce gains traction...

There will also be a lot of mistakes made and returns when AI agents are ordering on our behalf.

In this video I break it down

[Jake @JakehellerPD]

Little man keeps stealing my apples!

[Jake @JakehellerPD]

@moizali Stupid ad. You guys are way too obsessed with Israel 😂

[Jake @JakehellerPD]

Million dollar listing star James Harris just rated my slop a 10/10...

[Jake @JakehellerPD]

Hero

[Collin Rugg @CollinRugg]

Coast Guard rescue swimmer rescues 16 people 140 miles off the coast of Baja California in pitch-black darkness while getting tossed by 8-foot waves.

24-year-old Josh Law is credited with the heroic rescue.

At 1 a.m., a call came in at the US Coast Guard Air Station in Ventura, California, from a boat sinking in the Pacific Ocean off the coast of Ensenada, Mexico.

The Coast Guard crew geared up and jumped into the helicopter before making the long trek to the boat.

The boat had capsized about 140 miles off the coast and threw more than two dozen people into cold water.

When the crew finally located the wreckage, they lowered Law by cable from the helicopter into the water.

He was the only rescuer in the cold water for 2 hours.

Law was in pitch darkness with no moonlight, in 6- to 8-foot waves, rotor spray and turbulence, and hypothermic water.

"I was experiencing exhaustion at that point... what I was experiencing was nothing compared to what they were at that point," Law said.

"With one hand, I’m holding the survivor. With the other, I am signaling to the helicopter and working with the device," he said.

He did this to rescue 16 survivors, placing them in the basket one by one before hoisting them up to the helicopter.

With fuel running low, the crew raced to the Coast Guard station in San Diego, California, which is about 160 miles south of the Ventura station.

Law said he treated the survivors during the flight. Some had injuries consistent with shark bites.

All 16 were Mexicans, and the ones with injuries were treated when they got to shore. About half have since returned to Mexico.

Eleven people on the boat were never found, but thanks to Law and the rest of the crew, 16 lives were saved.

Beast.

[Jake @JakehellerPD]

This entire clip was edited by claude opus 5.5

Also influencer tech 😂😂

[Jake @JakehellerPD]

@AppFolio @LeveredLenny improved!

[Jake @JakehellerPD]

@AppFolio reported $296 million in quarterly revenue, up 19% from last year.

They also shared early results from property managers using its AI agents. The company says its AI handled more than 30% of resident conversations without staff help, saved accounting teams an average of 17 hours per month, and helped increase property showings by up to 35%.

AppFolio also reported 9.8 million units on its platform, up 8% from last year.

Check out the full story on PLOT below!

[Jake @JakehellerPD]

@AppFolio https://t.co/vJzCYePNLC