PLOT Daily

A broker loses a deal because AI recommended someone else. Robots are changing how warehouses operate. And old industrial sites are getting a second look as potential AI data centers.In PLOT Live Episode 11, we explore how AI is reshaping commercial real estate, from who wins the client to what makes a building valuable.We unpack the $3.4 trillion U.S. manufacturing pipeline, what AI-powered shopping could mean for warehouse demand, and why power and infrastructure can make or break the next real estate opportunity.In this episode, we heard from:Jonathan Gheller | CEO, UDPToo many tools, too much disconnected data. Jonathan discusses technology overload, why vendor selection is becoming a critical skill, and how owners can turn scattered information into better decisions.Jeff Safferman | Co-Founder and Managing Partner, Timber Grove VenturesWhere are the real opportunities in vertical AI? Jeff explains why startups are targeting labor-intensive workflows, and why the strongest founders spend time on job sites.Tyler Bindi | Senior Director Investments, Marcus & MillichapWhat happens when a client asks AI to recommend a broker, and it picks your competitor? Tyler shares his experience and why digital visibility matters in an AI-driven search landscape.Yaakov Zar | Founder and CEO, LevVibe coding makes building software easier. Making it work for an enterprise is another challenge. Yaakov discusses commercial real estate technology, connected data, and the foundations businesses still need.Plus: Amazon’s Vulcan robot, drone and satellite property intelligence, “influencer tech,” Waymo’s real estate footprint, and Hilton’s AI trip planner.If AI is changing how clients find you and how tenants use your buildings, where does your competitive advantage come from?Chapters: 08:16 - Intro and Show Overview13:22 - Slop of the Week19:14 - US Advanced Manufacturing Pipeline25:30 - Interview with Jonathan Gheller46:54 - Agentic Shopping and Warehouse Robotics52:30 - Interview with Jeff Safferman 1:10:37 - Data Center, Drones, and Property Intelligence 1:23:29 - Interview with Tyler Bindi1:40:11 - Interview with Yaakov Zar2:03:07 - Autonomous Vehicles and Hilton AI2:13:59 - Wrap Up and Closing━━━━━━━━━━━━━━━━━━━━━FOLLOW THE COLLECTIVE━━━━━━━━━━━━━━━━━━━━━Free Resources, News, and Training Options: https://plotdaily.com/Newsletter: https://plotdaily.beehiiv.com/YouTube: https://www.youtube.com/@theplotdailyInstagram: https://www.instagram.com/theplotdaily/X: https://x.com/PlotdailymediaJake on X: https://x.com/JakehellerPDQuinn on X: https://x.com/QuinnEdwardsAI

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