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Jake Heller
Jake Heller
AI firms now occupy 13.6% of San Francisco’s leased offices

Oct 19, 2026

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4 min read

AI firms now occupy 13.6% of San Francisco’s leased offices

Plus: financing for rental houses, construction printers for sale, and AI at the investment committee.

Jake Heller
Jake Heller
This RE operator reports faster leasing after expanding automation

Oct 16, 2026

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3 min read

This RE operator reports faster leasing after expanding automation

Plus: robots finish drywall, AI checks underwriting, and manufacturers reuse office space.

Jake Heller
Jake Heller
America’s biggest homebuilder is betting on robots

Oct 15, 2026

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3 min read

America’s biggest homebuilder is betting on robots

Plus: Blackrock warning. AI reshapes property research, building maintenance, and demand for office space.

Jake Heller
Jake Heller
Yardi just gave real estate a lot to think about

Oct 12, 2026

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6 min read

Yardi just gave real estate a lot to think about

We went to YASC, sat down with the CEO, and saw what Virtuoso Enterprise can do with your leases, invoices, and property data.

Jake Heller
Jake Heller
The "AI kills the office" crowd isn't going to like this

Sep 25, 2026

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6 min read

The "AI kills the office" crowd isn't going to like this

Turns out the people building AI still need desks. A lot of them.

Jake Heller
Quinn Edwards
Jake Heller, +1
Robots are already working across 25M SF of Commercial Real Estate

Sep 21, 2026

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5 min read

Robots are already working across 25M SF of Commercial Real Estate

Viabot is scaling physical AI, Washington’s latest move on data center power, and our new AI partnership

Quinn Edwards
Jake Heller
Quinn Edwards, +1
What if every RE firm becomes a software company?

Sep 18, 2026

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6 min read

What if every RE firm becomes a software company?

A lot of bad software. Plus AI’s surprising office impact, a new fraud problem, and more

Quinn Edwards
Jake Heller
Quinn Edwards, +1
How a $5.3B firm is using AI across acquisitions

Sep 14, 2026

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4 min read

How a $5.3B firm is using AI across acquisitions

And why you shouldn't just give everybody an AI license

Quinn Edwards
Jake Heller
Quinn Edwards, +1
What city hall knows before the market does.

Sep 10, 2026

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6 min read

What city hall knows before the market does.

GatherGov turns local meetings into early signals on projects, rezonings, opposition, and more.

Quinn Edwards
Jake Heller
Quinn Edwards, +1
907 cities just said "no way, José" to data centers.

Sep 4, 2026

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9 min read

907 cities just said "no way, José" to data centers.

Moratoriums, pauses, and outright bans across 49 states, and the pace is accelerating. What it means for where AI gets built.

Jake Heller
Quinn Edwards
Jake Heller, +1
You can underwrite 10 deals before lunch.

Sep 2, 2026

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8 min read

You can underwrite 10 deals before lunch.

Underwriting that actually takes 4 minutes using PlexAI.

Jake Heller
Quinn Edwards
Jake Heller, +1
The 10 Stories Moving the Built World Right Now

Aug 31, 2026

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3 min read

The 10 Stories Moving the Built World Right Now

The stories worth knowing from a busy week in AI, real estate and construction.

Jake Heller
Jake Heller
Drone Delivery Could Redraw Retail Trade Areas

Aug 28, 2026

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5 min read

Drone Delivery Could Redraw Retail Trade Areas

Plus: The CEO of Testfit on faster site feasibility, California's widening data center gap, and autonomous excavation on live commercial projects.

Jake Heller
Jake Heller
Your messy data just might be good enough for AI...

Aug 26, 2026

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6 min read

Your messy data just might be good enough for AI...

Are CRE firms wasting time preparing their data for AI? Prasan Kale seems to think so.

Quinn Edwards
Jake Heller
Quinn Edwards, +1
We ran six CRE workflows in 21 minutes.

Aug 24, 2026

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7 min read

We ran six CRE workflows in 21 minutes.

Underwriting, lease abstraction, investor reporting, market research, construction estimating, and reusable skills.

Jake Heller
Quinn Edwards
Jake Heller, +1
This broker does 31 BOVs in four hours

Aug 21, 2026

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6 min read

This broker does 31 BOVs in four hours

Plus: Nvidia Needs a Home for Its Chips, Bank of America puts a $250B target on infrastructure, and New York studies subway heat.

Jake Heller
Jake Heller
Construction Accounting that Runs Itself.

Aug 19, 2026

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10 min read

Construction Accounting that Runs Itself.

Meet the AI agent that calls your job site so you don't have to.

Jake Heller
Quinn Edwards
Jake Heller, +1
CRE operators are starting to become software companies

Aug 14, 2026

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6 min read

CRE operators are starting to become software companies

AI infrastructure is changing how firms evaluate development sites, office buildings, and their own software.

Jake Heller
Jake Heller
Build you own AI LinkedIn assistant using your old posts.

Aug 10, 2026

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5 min read

Build you own AI LinkedIn assistant using your old posts.

One dollar in Apify credits taught it our voice.

Jake Heller
Jake Heller
What 190 conversations revealed about AI in CRE

Aug 6, 2026

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6 min read

What 190 conversations revealed about AI in CRE

The model was rarely the deciding factor. A bounded workflow, proprietary context, human control, clear ownership, and honest measurement mattered more.

Jake Heller
Jake Heller
Battery storage is becoming a new asset class

Jul 31, 2026

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5 min read

Battery storage is becoming a new asset class

Institutional capital is entering the market, project sales are increasing, and deployment is accelerating. But battery storage still behaves more like power infrastructure than a conventional real estate property type.

Jake Heller
Jake Heller
9 ways DoorDash drones could change real estate

Jul 30, 2026

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3 min read

9 ways DoorDash drones could change real estate

The company can now operate its own drone delivery service. Here is where the physical impact may show up first.

Jake Heller
Jake Heller
AI is creating three real estate markets

Jul 24, 2026

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5 min read

AI is creating three real estate markets

The labs follow talent. Enterprise AI follows customers. Compute follows power.

Jake Heller
Jake Heller
Two live AI workshops in July

Jun 25, 2026

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1 min read

Two live AI workshops in July

Free for AI for CRE Collective Members

Jake Heller
Jake Heller

The Physical Layer of Technology

The newsletter focused on how technology is changing the Physical world.

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