Jake

3rd-gen CRE developer | Building a media company focused on technology changing the physical economy

[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]

@JohnGonzalesLA1 Yes, Gravis is another company working on this: https://t.co/5bv8TeZ4XX

[Jake @JakehellerPD]

Bedrock Robotics is running excavators with nobody in the cab across 3 active projects in Texas and Nevada.

Autonomous construction...here we come!

The bigger vision is entire fleets of excavators, loaders, bulldozers, and dump trucks working together autonomously.

Obviously 3 sites don’t prove the economics, but this is a pretty meaningful line to cross.

Full story in the link below!

[Jake @JakehellerPD]

https://t.co/LS21iVfufX

[Jake @JakehellerPD]

I went deep into the build versus buy conversation with Spencer Gray who owns and manages thousands of units!

Here's the TLDR:

Build where existing software is too expensive, too closed, or forces the wrong workflow.

Buy where the software already works and rebuilding it isn’t the highest and best use of your time.

AI makes it easy to create something that looks awesome but productions is totally different! Security, maintenance, integrations, edge cases...

Don't try to replace your entire tech stack! Pick the painful stuff, build one thing at a time, and know when to bring in a real engineer.

Full episode will be released this week!

[Jake @JakehellerPD]

@adamstatonsmith @TheJeremyHaynes Speaking from personal experience. But of all the business and relationships I’ve generated from social media, probably 80%+ have come from LinkedIn.

[Jake @JakehellerPD]

Digital infrastructure will be categorized the same way as multifamily, office, and industrial in the next 3-5 years

Agree or disagree? Tune in to the live show next week Tuesday at 9AM

[Jake @JakehellerPD]

@alexisxrivas @NotionHQ Why is notion better than granola????

[Jake @JakehellerPD]

Chips need a home as well...

Tune into the live show next week Tuesday 9AM PST

[Jake @JakehellerPD]

Costar officially closed it's acquisition of Zonda for $800M in cash

[Jake @JakehellerPD]

https://t.co/BNxMDFco1S

[Jake @JakehellerPD]

The latest trend is CRE operators turning into software companies & AI Consultants...

Reep Equity (6,000+ units) spun its internal AI into Elenova AI and launched yesterday.

It started by building and testing AI workflows across its own portfolio for leasing, maintenance, renewals, delinquency outreach, and portfolio operations. They say they’re reclaiming around 50 administrative hours per property each month.

Now they're selling the same playbook to other operators (assuming any CRE operators exist after all these software pivots!)

We broke it down. Full story in the link below!

[Jake @JakehellerPD]

@kipkillion Wow

[Jake @JakehellerPD]

Be honest

Is there anything better than clam chowder in a bread bowl

[Jake @JakehellerPD]

https://t.co/dJcJ7EFjt7

[Jake @JakehellerPD]

Autonomous Delivery Is Entering the Mainstream.

Amazon is expanding Prime Air drone delivery from 11 sites to ~500 US cities by end of 2026

Little Caesars adds sidewalk robots.

Autonomous last-mile is shifting what makes a CRE site valuable?

Full breakdown below!

[Jake @JakehellerPD]

@hitsamty Epic

[Jake @JakehellerPD]

@denk_tweets https://t.co/i1SI85EwYW

[Jake @JakehellerPD]

I will be in NYC August 31st - September 3rd. Who should I be meeting with??