Jake✓

@JakehellerPD

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

607 Following6.9K Followers4.8K Posts
  1. 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!
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  2. Jake✓@JakehellerPD
    Tune into The PLOT every Wednesday 11AM pst
    Jake @JakehellerPD
    PLOT Live
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  3. Jake✓@JakehellerPD
    PLOT Live
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  4. Jake✓@JakehellerPD
    Jake
    RT @Plotdailymedia: Multifamily is compelling because it combines elements of hospitality, office, retail, and residential living. But the strongest investment opportunities aren’t defined by the sector alone. The people building the company matter most. Watch PLOT Live every Wednesday, 11 AM–1 PM PST, for conversations about tech changing the built world.
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  5. Jake✓@JakehellerPD
    Had to delete a post that was going viral. It consumed all my attention and was so distracting. To all the anons and bots who engaged, thank you. The internet is a crazy place 😂
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  6. Jake✓@JakehellerPD
    WHO SHOULD WE HAVE ON THE SHOW NEXT???
    Jake @JakehellerPD
    PLOT Live
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  7. Jake✓@JakehellerPD
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  8. Jake✓@JakehellerPD
    PLOT Live
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  9. Jake✓@JakehellerPD
    Tyler Ashby, Partner at @GroundBreakVC, live on the PLOT.
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  10. Jake✓@JakehellerPD
    Travis Olson, Director at BRG, live on the PLOT.
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  11. Jake✓@JakehellerPD
    Felipe Polido, Co-Founder and CTO at @ReframeSystems, live on the PLOT.
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  12. Jake✓@JakehellerPD
    Chris Kelly, Co-Founder and General Partner at Stackpoint, live on the PLOT.
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  13. Jake✓@JakehellerPD
    Steve Chaitin, Executive Vice President at @CBRE, live on the PLOT.
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  14. Jake✓@JakehellerPD
    We’re going live on The PLOT today at 11AM Pacific / 2PM Eastern! Quinn and I are breaking down how technology is changing the built world: 1) AI companies continuing to drive San Francisco office demand. 2) Arcadia turning spare building power into rental income. 3) Customers Bank reporting a 95% cut in loan underwriting time with AI. 4) Costar acquisition and earnings 5) CBRE earnings and AI impact report Plus 5 guests joining us...all times Pacific: 11:05AM Steve Chaitin, CBRE 11:30AM Chris Kelly, Stackpoint 12:00PM Felipe Polido, Reframe Systems 12:15PM Travis Olson, BRG 12:30PM Tyler Ashby, GroundBreak Ventures And of course...Slop of the Week, Real Estate Power Rankings, and Overrated or Underrated. Streaming here on X!!!!
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  15. Jake✓@JakehellerPD
    Greatest CRE broker arguably ever is AI pilled 💊
    Bob Knakal | NYC Investment Sales @BobKnakal
    In 1984, I carried quarters for payphones. Today, we're using AI to sell buildings. When I started selling commercial real estate in New York City 42 years ago, I didn't have a computer on my desk, a cell phone, or a fax machine. We carried rolls of quarters around in our pockets so we could make calls from payphones between appointments. It is remarkable to think about how much our industry has changed during that time. And I believe the changes we are going to experience over the next several years, as artificial intelligence becomes more deeply integrated into commercial real estate brokerage, will be even more significant. At @BKRealEstateAdv, we are using AI to improve the efficiency of prospecting and deal execution, while also helping us interpret proprietary real estate data that we have collected using a consistent methodology since 1984. That is 42 years of New York City real estate information that we can now analyze in ways that simply were not possible when I started my career. I have always said that we are not really in the real estate business. We are in the information and relationship business. AI is giving us new ways to utilize that information to create value for our clients. The technology will continue to change, but the fundamentals of building relationships, understanding the market, and putting clients' interests first will always matter. I enjoyed discussing this with Jack Hoss on The Real Deal Crew podcast, "He Says No To Most Listings and Has Closed $25 Billion." Watch it here:
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  16. Jake✓@JakehellerPD
    So were getting a lot closer to launching data centers into space
    Axios @axios
    Cowboy Space debuts new 'Big Iron' rocket
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  17. Bob Knakal | NYC Investment Sales✓@BobKnakal
    In 1984, I carried quarters for payphones. Today, we're using AI to sell buildings. When I started selling commercial real estate in New York City 42 years ago, I didn't have a computer on my desk, a cell phone, or a fax machine. We carried rolls of quarters around in our pockets so we could make calls from payphones between appointments. It is remarkable to think about how much our industry has changed during that time. And I believe the changes we are going to experience over the next several years, as artificial intelligence becomes more deeply integrated into commercial real estate brokerage, will be even more significant. At @BKRealEstateAdv, we are using AI to improve the efficiency of prospecting and deal execution, while also helping us interpret proprietary real estate data that we have collected using a consistent methodology since 1984. That is 42 years of New York City real estate information that we can now analyze in ways that simply were not possible when I started my career. I have always said that we are not really in the real estate business. We are in the information and relationship business. AI is giving us new ways to utilize that information to create value for our clients. The technology will continue to change, but the fundamentals of building relationships, understanding the market, and putting clients' interests first will always matter. I enjoyed discussing this with Jack Hoss on The Real Deal Crew podcast, "He Says No To Most Listings and Has Closed $25 Billion." Watch it here:
    Download
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  18. Axios@axios
    Cowboy Space debuts new 'Big Iron' rocket
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  19. Jake✓@JakehellerPD
    Bill Gates has officially become Mr. Irrelevant His downfall needs to be studied
    Polymarket @Polymarket
    Bill Gates predicts a massive number of people will reject AI and choose to "live like the Amish."
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  20. 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
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  21. Polymarket✓@Polymarket
    Bill Gates predicts a massive number of people will reject AI and choose to "live like the Amish."
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  22. 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
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  23. Jake✓@JakehellerPD
    Tides are turning
    Robinson Meyer @robinsonmeyer
    NEW: The data center backlash may be peaking — or at least plateauing at a high level. 71% of Americans still say they would oppose a data center proposed for their area. But for the first time since 2025, that number did not increase since the last time we ran the poll.
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  24. 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
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  25. Robinson Meyer✓@robinsonmeyer
    NEW: The data center backlash may be peaking — or at least plateauing at a high level. 71% of Americans still say they would oppose a data center proposed for their area. But for the first time since 2025, that number did not increase since the last time we ran the poll.
    Download
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  26. Jake✓@JakehellerPD
    Posts @JakehellerPD
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  27. Jake✓@JakehellerPD
    Costar acquired Zonda for $800M They just acquired Vexcel Group for $730M Costar stock....
    Download
    Lance Lambert @NewsLambert
    #NEW CoStar—fresh off its acquisition of homebuilding analytics giant Zonda—is set to acquire Vexcel Group, which operates one of the world’s largest survey-grade aerial imagery programs, for approximately $730 million Press release:
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  28. 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.
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  29. Lance Lambert✓@NewsLambert
    #NEW CoStar—fresh off its acquisition of homebuilding analytics giant Zonda—is set to acquire Vexcel Group, which operates one of the world’s largest survey-grade aerial imagery programs, for approximately $730 million Press release:
    Download
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  30. 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.
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  31. Jake✓@JakehellerPD
    Anduril on a generational run
    Anduril Industries @anduriltech
    BlueChip. Built in America. America made the first electronic computer to win a war. Now we depend on our greatest adversaries to build the computers that run our economy and defend our nation. Today, we bring it home.
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  32. Jake✓@JakehellerPD
    Confirmed Million Dollar Listing Star James Harris is a tokenmaxxer...
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  33. Anduril Industries@anduriltech
    BlueChip. Built in America. America made the first electronic computer to win a war. Now we depend on our greatest adversaries to build the computers that run our economy and defend our nation. Today, we bring it home.
    Download
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  34. Jake✓@JakehellerPD
    Jake
    RT @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
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  35. Jake✓@JakehellerPD
    Data centers 🤝 private credit
    Bloomberg @business
    QTS, a data-center operator backed by Blackstone, is looking to raise around $800 million through a private placement of debt, as Wall Street looks to every corner of global credit to finance artificial intelligence infrastructure
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  36. Jake✓@JakehellerPD
    Showtime
    Anthropic @AnthropicAI
    Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO. Read more: 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.
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  37. Bloomberg✓@business
    QTS, a data-center operator backed by Blackstone, is looking to raise around $800 million through a private placement of debt, as Wall Street looks to every corner of global credit to finance artificial intelligence infrastructure
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  38. Anthropic✓@AnthropicAI
    Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO. Read more: 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.
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  39. Jake✓@JakehellerPD
    Figma creates far better decks than Claude design FYI
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  40. Jake✓@JakehellerPD
    Growing my email subscriber list 🚀
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  41. Jake✓@JakehellerPD
    Having a good gardner has been so good for my mental health
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  42. 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
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