PLOT Daily

AI is changing commercial real estate, from the software used to manage assets to the power, fiber, and data centers behind the technology.In this episode of PLOT Daily, the hosts recap Yardi’s Advanced Solutions Conference and its Virtuoso AI suite, then discuss AI’s impact on CRE workflows, underwriting, asset management, construction, and office and industrial space. They also explore why major real estate firms are weighing whether to build their own technology or buy and integrate existing solutions.Guest conversations include:• Yuri Amirav, Co-CEO of JLL Asset Beacon, on using AI to manage existing assets and complex data.• Jeff Berman, General Partner at Camber Creek, on testing and scaling technology with owner-operators.• James Harris, luxury broker and founder of Breezy, on building an AI operating system for real estate agents and using property intelligence to evaluate a property’s potential.Plus: AI-generated listing photos in “Slop of the Week,” industry tensions around RealPage and EliseAI, and a few personal stories from the hosts.Chapters00:00 - Intro32:31 - Data Centers on Wall Street41:19 - Interview with Yuri Amirav57:41 - AI as Real Estate's Top Issue1:03:03 - AI-Ready Office Spaces1:09:47 - Real Page and Elise AI Dispute1:15:24 - Robots Building Homes1:21:26 - AI Generated Listing Photos1:33:06 - Interview with Jeff Berman1:49:19 - Interview with James Harris━━━━━━━━━━━━━━━━━━━━━FOLLOW THE COLLECTIVE━━━━━━━━━━━━━━━━━━━━━Free Resources, News, and Training Options: www.aiforcrecollective.comNewsletter: https://aiforcrecollective.beehiiv.com YouTube: @aiforcrecollectiveInstagram: @aiforcreX: https://x.com/AI_forCREJake on X: https://x.com/JakehellerPDQuinn on X: https://x.com/QuinnEdwardsAI

PLOT Daily takes the show on the road to San Diego for a special live episode from Yardi’s Advanced Solutions Conference (YASC).We kick things off with a look at Yardi, its history, and the conference, then sit down with Yardi CEO Rob Teel to discuss the company and its direction. CREtech CEO Michael Beckerman joins us to talk about the commercial real estate technology landscape.Throughout the show, we also talk with Diana Norbury, SVP of Pillar Properties; Jennifer Michaels, Director of US Commercial at 33Floors; and Aaron Strole of Capital Asset Management about their perspectives from the conference.From the YASC floor, we share reactions to Yardi’s AI demonstrations and discuss the latest AI news from real estate software providers, including Entrata, AppFolio, RealPage, and MRI. We also get into Yardi’s commercial platform with Brian Sutherland, Yardi’s VP of Commercial, including Virtuoso Enterprise, Virtuoso Intelligence, the Claude connector, Smart Lease, Smart Deals, and how AI agents are being used in commercial real estate workflows.Watch for candid conversations with conference attendees and our on-the-ground takeaways from YASC.0:00 Welcome to PLOT Live at YASC16:30 Rob Teel, CEO of Yardi23:06 Diana Norbury, SVP of Pillar Properties43:59 Jennifer Michaels, Director of US Commercial at 33Floors54:26 Michael Beckerman, CEO of CREtech1:14:58 Brian Sutherland, Vice President, Commercial at Yardi 1:24:14 Aaron Strole, Capital Asset Management1:32:15 Shivani Kumar, Industry Principal at Yardi

━━━━━━━━━━━━━━━━━━━━━FOLLOW THE COLLECTIVE━━━━━━━━━━━━━━━━━━━━━Free Resources, News, and Training Options: www.aiforcrecollective.comNewsletter: https://aiforcrecollective.beehiiv.com YouTube: @aiforcrecollectiveInstagram: @aiforcreX: https://x.com/AI_forCREJake on X: https://x.com/JakehellerPDQuinn on X: https://x.com/QuinnEdwardsAI

Run of Show00:20:11 Slop of the Week00:28:24 AI Slowdown Unlikely to Lead to Data Center Slowdown00:41:10 A Robot Walked into Random Homes and Completed Chores00:43:20 Introducing the Home MCP00:57:59 Drone Delivery and Flytrex01:06:11 Winner and Loser of the Week01:09:44 Amazon Expanding Same-Day Deliveries01:16:01 Guest: Spencer Gray•⁠ ⁠AI in multifamily operations, property management and construction•⁠ ⁠AI leasing tools and staffing•⁠ ⁠AI in unit turns and smart apartments•⁠ ⁠AI’s effect on underwriting and on-site teams01:31:27 Guest: Yaakov Zar•⁠ ⁠Lev’s shift from mortgage brokerage to AI software•⁠ ⁠Agentic workflows for commercial real estate•⁠ ⁠AI deal analysis, lender matching and document processing•⁠ ⁠Build versus buy, MCP, data security and the future of capital markets01:48:51 Guest: Vlad from First Line Software•⁠ ⁠AI training and workshop partnership announcement•⁠ ⁠Moving AI projects from pilot to production•⁠ ⁠Custom-built systems versus software platforms•⁠ ⁠Valbridge appraisal workflows•⁠ ⁠AI project costs, timelines and common implementation mistakes01:56:31 AI Could Cut Construction Costs by 20%02:08:20 Grandma’s Letters━━━━━━━━━━━━━━━━━━━━━FOLLOW THE COLLECTIVE━━━━━━━━━━━━━━━━━━━━━Free Resources, News, and Training Options: www.aiforcrecollective.comNewsletter: https://aiforcrecollective.beehiiv.com YouTube: @aiforcrecollectiveInstagram: @aiforcreX: https://x.com/AI_forCREJake on X: https://x.com/JakehellerPDQuinn on X: https://x.com/QuinnEdwardsAI━━━━━━━━━━━━━━━━━━━━━SPONSORED BY LEV━━━━━━━━━━━━━━━━━━━━━Lev gives commercial real estate teams ready-to-use AI apps and agents for research, comps, deal materials, outreach, documents, pipeline management, and team workloadsCreate an account and receive 2,000 free credits: https://www.lev.com/?utm_campaign=370...Tell the Lev team Jake, Quinn, and the AI for CRE Collective sent you to receive an additional $500 in free credits.

AI is reshaping the physical world around us, from data centers and construction to commercial real estate and housing. In this episode of PLOT, we explore the infrastructure behind the AI boom, new building materials made from recycled plastic, recent proptech and construction tech funding, and what AI could mean for office demand and real estate fraud.We’re joined by German Aparicio of Trimble Ventures, Marc Rutzen, former CEO and co-founder of HelloData, and Carter Malloy, founder and CEO of Acres. Plus, we name the winner and loser of the week, open the mailbag, and close with Letters from Grandma.CHAPTERS0:00 Intro5:57 Slop of the Week12:15 Plastic Building Materials20:09 Proptech and AI Funding24:46 Interview with German Aparicio, Trimble Ventures37:53 Winner and Loser of the Week42:58 AI’s Impact on Office Demand57:50 Real Estate Fraud and AI1:08:44 Interview with Marc Rutzen, HelloData1:24:45 Interview with Carter Malloy, Acres1:38:11 Airbnb’s $250M Housing Commitment1:43:30 Mailbag and OutroTOPICS• Atlas Building Composites uses recycled plastic, fiberglass, and large-scale 3D printing to make durable construction materials.• Recent funding rounds across construction tech, proptech, and AI—and the growing role of corporations as venture investors.• Trimble Ventures’ approach to backing startups and helping them solve real customer problems.• Marc Rutzen on bootstrapping, AI-driven job disruption, and building software that serves a wider market.• How Acres combines land data and AI to help developers, homebuilders, and utilities find and evaluate sites.• Whether AI will increase demand for collaborative office space.• AI-enabled property scams, including seller impersonation, and ways property owners and real estate professionals can protect themselves.• Airbnb’s $250 million investment commitment for housing projects.━━━━━━━━━━━━━━━━━━━━━FOLLOW THE COLLECTIVE━━━━━━━━━━━━━━━━━━━━━Free Resources, News, and Training Options: www.aiforcrecollective.comNewsletter: https://aiforcrecollective.beehiiv.com YouTube: @aiforcrecollectiveInstagram: @aiforcreX: https://x.com/AI_forCREJake on X: https://x.com/JakehellerPDQuinn on X: https://x.com/QuinnEdwardsAI

Run of Show:10:07: Slop of the Week17:45: Apartments.com brings apartment search to ChatGPT24:01: Data Center Demand has made Industrial Outdoor Storage and Institutional Capital Playground29:13: Keats Ali, CTO Dalfen Industrial, joins us to discuss how the firm is integrating AI across their business, workflows, and portfolio49:52: Caterpillar pushes deeper into jobsite robotics56:56: Tesla builds dedicated robotaxi charging infrastructure1:03:26: David Hall, Founder & CEO, Perimeter Compute1:21:25: Winner and loser of the Week1:22:22: Slower population growth will reshape commercial real estate1:28:47: Letters from Grandma━━━━━━━━━━━━━━━━━━━━━FOLLOW THE COLLECTIVE━━━━━━━━━━━━━━━━━━━━━Free Resources, News, and Training Options: www.aiforcrecollective.comNewsletter: https://aiforcrecollective.beehiiv.com YouTube: @aiforcrecollectiveInstagram: @aiforcreX: https://x.com/AI_forCREJake on X: https://x.com/JakehellerPDQuinn on X: https://x.com/QuinnEdwardsAI━━━━━━━━━━━━━━━━━━━━━SPONSORED BY LEV━━━━━━━━━━━━━━━━━━━━━Lev gives commercial real estate teams ready-to-use AI apps and agents for research, comps, deal materials, outreach, documents, pipeline management, and team workloadsCreate an account and receive 2,000 free credits: https://www.lev.com/?utm_campaign=370...Tell the Lev team Jake, Quinn, and the AI for CRE Collective sent you to receive an additional $500 in free credits.

AI agents are moving deeper into multifamily operations, while the infrastructure behind AI is becoming a real estate, power, permitting, and construction story.

In Episode 5 of PLOT Daily, Jake Heller and Quinn Edwards break down Elise AI's Apollo agent, Entrata's Forge model, Andreessen Horowitz's $1.1B push into physical AI infrastructure, and growing local pushback against data centers. They are joined by Cameron Carver of Blackhorn Ventures to talk construction technology, robotics, energy, infrastructure, and where investors are putting capital across the physical world.

The larger question is whether AI's next wave will be won in software alone, or by the companies that can connect agents, buildings, power, data, manufacturing, and housing into real operating systems.

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PLOT DAILY IS MADE POSSIBLE BY TERRAKOTTA

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Terrakotta is the AI prospecting platform built for commercial real estate brokers, acquisitions teams, investors, operators, and service providers. It helps CRE teams pull sales comps, skip trace LLCs, build lead lists, find verified owner and tenant contact information, and turn property research into outreach.

https://www.terrakotta.ai/?utm_source=ai-cre-collective&utm_medium=podcast&utm_campaign=gpt-tenant

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⏱️ IN THIS EPISODE

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00:30 - Episode 5 agenda: Apollo, Forge, AI infrastructure, data centers, Cameron Carver, Reframe, and new segments

01:36 - Terrakotta and upcoming AI for CRE webinars/workshops

04:56 - Slop of the Week: mixed-use data centers, Chick-fil-A, and the data-center-in-a-national-park bit

12:04 - Elise AI launches Apollo, an agent for multifamily operations that can take action inside the platform

18:13 - Entrata Forge: a multifamily-specific model trained for property-management language and workflows

31:09 - Cameron Carver from Blackhorn Ventures on physical AI, construction tech, robotics, energy, and infrastructure investing

50:08 - Winner and Loser of the Week

55:44 - Andreessen Horowitz raises $1.1B for physical AI infrastructure

63:48 - Data-center regulation heats up: moratoriums, community pushback, and GatherGov research

76:09 - Letters from Grandma: explaining agents, data centers, AI infrastructure, and local bans in plain English

80:38 - Reframe raises $40M to pursue robotic, offsite housing through micro-factories

85:25 - Terrakotta, wrap-up, and September webinar reminders

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In Episode 4 of PLOT Daily, Jake Heller and Quinn Edwards examine autonomous delivery networks, California’s growing infrastructure problem, and the forces changing commercial real estate. They are joined by Clifton Harness, CEO and co-founder of TestFit, for a conversation about automated feasibility, TestFit’s MCP integration, and how AI agents are changing site planning and development decisions.JOIN THE COLLECTIVE: https://www.skool.com/ai-for-cre-coll... Learn more: https://aiforcrecollective.com/The larger question is whether America can build the power, data centers, skilled workforce, and regulatory framework required to support the AI economy, or whether physical constraints will become the defining bottleneck.

Welcome back to episode two of the AI for CRE Live Show.This week, we cover Texas pausing approvals for major data center projects seeking access to the ERCOT grid, how Perimeter Compute plans to transform underutilized office buildings into distributed AI infrastructure, and whether commercial real estate firms should sell the proprietary AI tools they build, or keep them as a competitive advantage.We also discuss the growing value of power and fiber in commercial real estate, the risks of becoming both a real estate operator and a software company, and what these shifts could mean for the future of the built world.THE COLLECTIVE━━━━━━━━━🔗 Join the Collective: https://www.skool.com/ai-for-cre-coll...🔗 Learn more: https://aiforcrecollective.com/🔗 Newsletter: https://aiforcrecollective.beehiiv.com/🔗 YouTube: @aiforcrecollective 🔗 Instagram: @aiforcre 🔗 X: https://x.com/AI_forCRE🔗 Jake on X: https://x.com/JakehellerAI🔗 Quinn on X: https://x.com/QuinnEdwardsAI🔗 Zander on X: https://x.com/ZanderSchmidtAI🔗 Linktree: https://linktr.ee/aiforcrecollective

Join the AI for CRE Collective live show as we break down the latest intersections of real estate technology and artificial intelligence. Understand how the industry is shifting through practical, expert-led discussion.Hosts Quinn Edwards and Jake Heller lead this conversation specifically for commercial real estate professionals looking to navigate the rapidly changing landscape. We focus on the practical application of AI for CRE and how these tools are currently interacting with modern business operations.Whether you are curious about emerging real estate technology or specific ways to implement artificial intelligence in CRE, this session provides a clear view of the current market. We move past the noise to look at how the convergence of these sectors impacts your daily workflow and long-term strategy in the CRE industry trends space.Subscribe for weekly AI for CRE breakdowns and let us know in the comments: what specific technology questions do you want us to tackle next?🔗 Join the Collective: https://www.skool.com/ai-for-cre-coll...🔗 Learn more: https://aiforcrecollective.com/🔗 Newsletter: https://substack.com/@aiforcreFOLLOW THE COLLECTIVE🔗 YouTube: @aiforcrecollective 🔗 Instagram: @aiforcre 🔗 X: https://x.com/AI_forCRE🔗 Jake on X: https://x.com/JakehellerAI🔗 Quinn on X: https://x.com/QuinnEdwardsAI🔗 Zander on X: https://x.com/ZanderSchmidtAI🔗 Linktree: https://linktr.ee/aiforcrecollective

Every month, real estate developers burn hours gathering invoices, reconciling budgets, and packaging draw requests on spreadsheets. BRDG built a platform that cuts invoice approvals from 3 hours to 20 minutes and automates the entire draw request workflow.Join 650+ CRE pros using AI: https://www.skool.com/ai-for-cre-collective/about---⏱️ TIMESTAMPS:00:00 - Meet the BRDG founders01:12 - What is BRDG?03:14 - How the draw request process works05:00 - Platform walkthrough begins06:48 - Draw requests explained (ELI5)09:20 - Who uses BRDG?11:49 - Document upload and AI extraction14:59 - Budget tracking and over-budget flags19:42 - Budget line items and reallocation22:53 - Auto-generated draw reports24:23 - QuickBooks, Google Drive integrations25:40 - Analytics and cash flow projections30:05 - AI roadmap and agentic features32:21 - BRDG vs Procore34:05 - Where to learn more---Book a demo with BRDG:

https://linkly.link/2eRhyCONNECT WITH AI FOR CRE COLLECTIVE:📧 Newsletter: https://aiforcre.substack.com/💬 Community: https://www.skool.com/ai-for-cre-collective/about🌐 Website: https://aiforcrecollective.com/I test every AI tool so you don't have to. Join the largest community of CRE professionals using AI to close more deals in less time.---#AIforCRE #CommercialRealEstate #ConstructionFinance #DrawRequests #PropTech