In this market-update episode of The Down Low with Joe, Joe Aamidor and co-host Lewis bring on Elizabeth Redmond (R-Zero) to unpack the headlines reshaping proptech, HVAC/services, and compliance in NYC and beyond.

🔎 Topics Covered:

• AirThings’ strategy reset and what it signals about post-RTO demand
• Legence’s IPO: why roll-up MEP + data centers ≠ “energy transition” (and why it still works)
• OEM cloud stacks (Forge, OpenBlue, EcoStruxure…) and the push to proactive operations
• R-Zero’s new LL97 tool: turning public filings (LL84/LL33) + EUI into NOI and asset-value levers
• Occupancy-based HVAC control vs fixed schedules—where the real kWh come from
• The reporting burden (NYC, Boston, Chicago, DC, SF) and how it delays action
• The “A++” office premium: why bad real estate is dying, not real estate
• Funding flurry: PassiveLogic’s latest round (with JCI in the mix) and why “product-first” is a bet
• Multi-site retail & grocery heat up: EnTouch, GridPoint, 75F, Phoenix/Hussmann and small-commercial controls

💡 Prediction: Data-center demand and NYC compliance will pull capital toward service-led, software-enabled ops—where uptime, labor productivity, and penalty avoidance beat “apps for apps’ sake.”

📍 If you live at the intersection of real estate, HVAC/services, climate tech, or multi-site ops, this one’s a crisp download on where value is actually accruing—and what to build or buy next.

Stay connected with us:

↳ Subscribe on YouTube: @lewismartinc

↳ Learn more at LMC: https://lewismartinc.com/

↳ Lewis Martin: linkedin.com/in/climatetechrecruiter

↳ Joseph Aamidor: linkedin.com/in/jaamidor

The Climate Gap is powered by Element Six.

Element Six specializes in addressing talent challenges across the built environment and climate technology sectors. Partnering with technology vendors and solutions providers delivering decarbonization solutions, helping them find the leaders and teams they need to scale.

Decarbonizing the built environment takes bold ideas and brilliant people. Element Six brings them together.

Hosted on Acast. See acast.com/privacy for more information.