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Tangent: Conversations with Real Estate & Tech Innovators: Daily Summaries Delivered
by Edward Cohen
A podcast community for real estate and tech leaders, investors, operators and innovators.A new era is upon us. Tangent💚Proptech unites Proptech founders💡, Real Estate investors and operators🏢, Venture Capital investors, urban leaders🏙 and passionate creators🌎 who are improving our communities and cities. Join us to learn how we can solve present day challenges with innovative technology and greater collaboration.Join Proptech entrepreneur Edward Cohen, to learn about housing innovation, the future of work and climate tech. We examine these themes through interviews and conversations with Proptech CEO's, real estate owners and operators, and venture investors, and how we can leverage tech and collaboration to help solve the housing crisis, figure out the future of work and how to decarbonize the built environment.If you would like to get your company’s or organization’s mission featured on Tangent, email us at community@tangentproptech.com.Stay cu
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Yesterday26 min
Fifth Dimension CEO Dr. Kate Jarvis on What it Takes to Generate ROI From AI in CRE, with
Dr. Kate Jarvis is the CEO and co-founder of Fifth Dimension, an agentic AI platform built for commercial real estate investment managers, asset managers, and brokers. Fifth Dimension structures data from ERPs, CRMs, spreadsheets, PDFs, and email into a unified system of record, then deploys pre-built agents against the most commonly automated workflows in the industry. Prior to founding Fifth Dimension, Jarvis spent roughly a decade working at the intersection of financial services and commercial real estate technology. The company raised $26 million in 2026 and counts Boston Property Group, Realty Income, and Peachtree Group among its clients. Kate is based in London, England. Recorded live from the floor at CREtech NY. Fifth Dimension's platform for CRE investment management Why human judgment won't go away Are chatbots overrated? When generalist AI is enough Zero-permissions framework for deploying AI agents Audit trails and the SEC's scrutiny of AI in finance Two paths to AI adoption: task efficiency vs. process reinvention How to evaluate AI vendors in a demo-fatigued market The model library: translating Excel models to auditable code Collaboration Superpower: Michel de Montaigne🏙️ Learn more:-Visit Fifth Dimension-Dr. Kate Jarvis on LinkedIn-Map your CRE operation 🏙️ In-person Events:-Finance Forum: NYC | 11/3-State of Office Forum: NYC | 11/4-Breakthrough Awards Breakfast | NYC | 12/2-All upcoming Commercial Observer events🏙️ Virtual Events:-AI & Real Estate: You’ve Hired an Alien Superintelligence. Now What?: 11/10-AI & Innovation Forum: 11/18🏙️ Connect with Tangent:-Edward Cohen on LinkedIn-Zach Aarons on LinkedIn-Tangent on LinkedIn
- 1 weeks ago23 min
JLL Spark's Managing Partner Raj Singh on AI Adoption for CRE
Raj Singh is the Managing Partner at JLL Spark, JLL's corporate venture fund focused on PropTech investment and innovation. The fund backs early-stage companies building technology for the commercial real estate industry. Before JLL Spark, Raj held roles in corporate strategy and venture at JetBlue Technology Ventures and other firms. He is based in San Francisco, CA. Recorded live from the floor at CREtech NY. From JetBlue VC to JLL Spark Cities as humanity’s ultimate innovation engine What aviation figured out that real estate still hasn’t JLL Spark’s dual mandate JLL in tech: Build vs. buy vs. invest February 2026 AI CRE scare trade What it takes for Proptech founders to win Realpage and EliseAI saga🏙️ Learn more: -Visit JLL Spark -Raj Singh on LinkedIn -Discover JLL Spark's PropTech portfolio 🏙️ In-person Events:-Finance Forum: NYC | 11/3-State of Office Forum: NYC | 11/4-Breakthrough Awards Breakfast | NYC | 12/2-All upcoming Commercial Observer events🏙️ Virtual Events:-AI & Real Estate: You’ve Hired an Alien Superintelligence. Now What?: 11/10-AI & Innovation Forum: 11/18🏙️ Connect with Tangent:-Edward Cohen on LinkedIn-Zach Aarons on LinkedIn-Tangent on LinkedIn
- 2 weeks ago32 min
Yardi CEO Rob Teel on Building Real Estate’s System of Intelligence & How to Serve Clients in the AI Era
Rob Teel is the CEO of Yardi, the property management and real estate investment software company founded in 1984 whose platform serves owners and operators of commercial and residential space worldwide. He joined Yardi in 2003 and spent more than two decades leading its Global Solutions business, overseeing product direction, services, and client relationships across investment management, international, and commercial property owners before being appointed CEO in January 2026. Before Yardi, he was a consulting manager at Accenture focused on ERP and business process outsourcing, where he managed multinational systems implementations for Fortune 100 organizations. Rob is based in Santa Barbara. Live from Javits Center at CREtech NY Comparing innovation cycles Private company advantage Building AI without chasing short-term revenue SaaS is dead? Leasing chatbot evolution Open vs. closed AI ecosystems Build vs. buy tech Non-real estate tech acquisition: Sidero Labs Yardi lessons year 1 & year 23 What’s overhyped and underrated in CRE AI Collaboration superpower: Anant Yardi (Wiki)🏙️ Learn more:-Visit Yardi-Rob Teel on LinkedIn-Discover Yardi's AI platform Virtuoso 🏙️ In-person Events:-Finance Forum: NYC | 11/3-State of Office Forum: NYC | 11/4-Breakthrough Awards Breakfast | NYC | 12/2-All upcoming Commercial Observer events🏙️ Virtual Events:-AI & Real Estate: You’ve Hired an Alien Superintelligence. Now What?: 11/10-AI & Innovation Forum: 11/18🏙️ Connect with Tangent:-Edward Cohen on LinkedIn-Zach Aarons on LinkedIn-Tangent on LinkedIn
- 4 weeks ago32 min
Improve CRE NOI by Cutting Energy Waste with Physical AI, with R-Zero CEO Jennifer Nuckles
Jennifer Nuckles is CEO of R-Zero, a physical AI platform that connects building data to continuously uncover energy savings and improve performance, delivering 20-40% HVAC energy savings with no major retrofit required. She previously served as EVP at SoFi and CMO at Zynga, and spent nearly a decade as a Global Business Lead at Clorox. She is a board member and chairperson of the American Lung Association and a trustee at UC Riverside. Based in San Francisco. From room intelligence to physical AI Buildings have known about waste for decades What changed: hardware costs, software, and regulation Energy as a constraint Local Law 97 The end of piloting: choosing and deploying R=Zero model Building efficiency investments Savings Expectations: Qualcomm, Stanford Children’s Energy as an NOI lever: 20-40% HVAC savings The autonomous building continuum What building owners get wrong about energy operations Collaboration superpower: Walt Disney and Yannick Noah🏙️ Learn more:-Visit R-Zero-Jennifer Nuckles on LinkedIn 🏙️ In-person Events:-Finance Forum: NYC | 11/3-State of Office Forum: NYC | 11/4-Breakthrough Awards Breakfast | NYC | 12/2-All upcoming Commercial Observer events🏙️ Virtual Events:-AI & Real Estate: You’ve Hired an Alien Superintelligence. Now What?: 11/10-AI & Innovation Forum: 11/18🏙️ Connect with Tangent:-Edward Cohen on LinkedIn-Zach Aarons on LinkedIn-Tangent on LinkedIn
- Oct 6, 202634 min
Protecting Homes After the LA Fires: The Case for Fire Prevention Tech, with CitroTech's CEO Wes Bolsen
Wes Bolsen is the CEO and board member of CitroTech (NYSE AM: CITR), the company behind the only EPA Safer Choice recognized fire inhibitor in the United States. Before CitroTech, Wes co-founded LaderaTech, a wildfire prevention company built on patents from Stanford University and MIT, which he subsequently sold to Perimeter Solutions (NYSE: PRM) and joined their leadership team overseeing global wildfire prevention ahead of the company's $2 billion public listing. He also served as board member and CEO of Imidex, a medical device company focused on early-stage lung cancer detection. Earlier in his career, Wes held executive roles at Cool Planet Energy Systems, Codexis (NASDAQ: CDXS), Coskata, and ICM, and consulted at McKinsey from 2000 to 2006 across the Chicago and Palo Alto offices. Wes is based in Oceanside, California. From LaderaTech to CitroTech: why Wes came back The Palisades fire & what it changes for developers Why community-wide protection beats home by home Suppression vs. prevention: the 1-to-7 cost argument What home builders are hearing from insurance Fire resilience as a marketing differentiator Cost of fire-resistant construction vs. traditional methods The three layers of CitroTech's approach The Hexion JV Getting into Lennar, DR Horton, KB Homes, and national spec Fire risk across California, Colorado, Montana & Idaho Mass timber, CLT, and the fire retardancy case What a REIT looks like after deploying CitroTech Collaboration superpower: Jesus and Elon Musk🏙️ Learn more:-Visit CitroTech-Wes Bolsen on LinkedIn 🏙️ In-person Events:-Finance Forum: NYC | 11/3-State of Office Forum: NYC | 11/4-Breakthrough Awards Breakfast | NYC | 12/2-All upcoming Commercial Observer events🏙️ Virtual Events:-AI & Real Estate: You’ve Hired an Alien Superintelligence. Now What?: 11/10-AI & Innovation Forum: 11/18🏙️ Connect with Tangent:-Edward Cohen on LinkedIn-Zach Aarons on LinkedIn-Tangent on LinkedIn
- Sep 29, 202630 min
Industrial Real Estate Leasing from 12 Weeks to 1 Day, with Warehub's Founder James Holbrook
James Holbrook is an industrial real estate entrepreneur and technology innovator, and the founder of Payson Smith Holbrook and Warehub, where he serves as Executive Chairman. Over the past 5+ years, he and his team have led more than $500 million in industrial leasing transactions, representing landlords and tenants across millions of square feet of short-term warehouse space nationwide. Seeing early that industrial real estate was overdue for modernization, he founded Warehub, an AI-enabled platform built to digitize and accelerate the way warehouse space is discovered, leased, and activated. Today, his work focuses on reducing friction in industrial transactions and helping the logistics economy operate more efficiently through smarter use of data and technology. 2,500 transactions and one infrastructure gap What industrial real estate covers Why short-term leasing demand is surging Tariffs and geopolitical uncertainty The hidden cost of vacancy What to standardize vs. negotiate What Warehub is & who it serves Transactions from 12 weeks to one day Early pushback and first transaction reality AI-enabled vs. AI-native The most underestimated force: volatility Columbus, Kansas City, and the inland shift AI-powered supply chain optimization Self-driving trucks & underwriting for optionality Power as the new site selection constraint How the broker's role shifts with AI Collaboration superpower: Aristotle🏙️ Learn more:-Visit Warehub-James Holbrook on LinkedIn 🏙️ In-person Events:-Finance Forum: NYC | 11/3-State of Office Forum: NYC | 11/4-Breakthrough Awards Breakfast | NYC | 12/2-All upcoming Commercial Observer events🏙️ Virtual Events:-AI & Real Estate: You’ve Hired an Alien Superintelligence. Now What?: 11/10-AI & Innovation Forum: 11/18🏙️ Connect with Tangent:-Edward Cohen on LinkedIn-Zach Aarons on LinkedIn-Tangent on LinkedIn
- Sep 22, 202641 min
The CRE Finance Back Office Problem AI Is Finally Solving, with PredictAP's Founder & CEO David Stifter
David Stifter has spent more than two decades at the intersection of real estate, technology, and finance. As Managing Director and functional CTO at Digital Bridge (formerly Colony Capital), he led data architecture, process improvement, and finance transformation initiatives across major acquisitions. In 2020, he co-founded PredictAP with a team of B2B SaaS and AI veterans from Blizzard, Apple, and HubSpot. Since then, the company has grown to serve more than 130 real estate firms and process more than 7 million invoices a year. David is based in Lincoln, MA. From Colony Capital to founding PredictAP When a $60B firm couldn't pay bills Why invoice coding is harder than it looks CAM pools, triple net leases, and the permutation problem When institutional knowledge walks out the door How to tell a real solution from a pretty demo PredictAP: From inbox to Yardi in 30 seconds Related Group, Cushman & Wakefield, and what 130 clients taught PredictAP Why integration makes or breaks AP automation Build vs. buy: what CFOs & COOs get wrong Sheriff vs. shepherd: how to manage AI adoption internally AP coding, audit risk, and financial misstatement Collaboration superpower: Richard Feynman🏙️ Learn more:-Visit PredictAP-David Stifter on LinkedIn 🏙️ In-person Events:-Finance Forum: NYC | 11/3-State of Office Forum: NYC | 11/4-Breakthrough Awards Breakfast | NYC | 12/2-All upcoming Commercial Observer events🏙️ Virtual Events:-AI & Real Estate: You’ve Hired an Alien Superintelligence. Now What?: 11/10-AI & Innovation Forum: 11/18🏙️ Connect with Tangent:-Edward Cohen on LinkedIn-Zach Aarons on LinkedIn-Tangent on LinkedIn
- Sep 15, 202634 min
The Risks CRE Investors Aren't Pricing In, with Moody's Analytics' Jeffrey Havsy
Jeffrey Havsy is the commercial real estate industry practice lead at Moody's Analytics, where he focuses on combining property fundamentals with economic, credit, climate, and alternative data to help lenders, investors, and operators make better decisions. He has spent his career at the intersection of economics and real estate, including roles at NCREIF and CBRE. Moody's Analytics covers more than 600 million public and private entities worldwide and generated over $7 billion in revenue in 2025. Jeffrey is based in Needham, Massachusetts. From data scarcity to data curation What lenders and investors miss beyond property fundamentals Tenant credit, crime data, and truck traffic as signals Moody's commercial location score explained Cap rates: overrated, underrated, or misused Moody's MCP launch and what it means for CRE decisions Why Moody's stays AI platform-agnostic Where the human stays in the loop Physical risk vs. ESG The hidden risks in industrial real estate How robotics changes what a warehouse is worth The one macro data point CRE ignores: productivity Collaboration superpower: Abraham Lincoln🏙️ Learn more:-Visit Moody's Analytics / Moody's CRE-Jeffrey Havsy on LinkedIn 🏙️ In-person Events:-Finance Forum: NYC | 11/3-State of Office Forum: NYC | 11/4-Breakthrough Awards Breakfast | NYC | 12/2-All upcoming Commercial Observer events🏙️ Virtual Events:-AI & Real Estate: You’ve Hired an Alien Superintelligence. Now What?: 11/10-AI & Innovation Forum: 11/18🏙️ Connect with Tangent:-Edward Cohen on LinkedIn-Zach Aarons on LinkedIn-Tangent on LinkedIn
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About Tangent: Conversations with Real Estate & Tech Innovators
A podcast community for real estate and tech leaders, investors, operators and innovators.A new era is upon us. Tangent💚Proptech unites Proptech founders💡, Real Estate investors and operators🏢, Venture Capital investors, urban leaders🏙 and passionate creators🌎 who are improving our communities and cities. Join us to learn how we can solve present day challenges with innovative technology and greater collaboration.Join Proptech entrepreneur Edward Cohen, to learn about housing innovation, the future of work and climate tech. We examine these themes through interviews and conversations with Proptech CEO's, real estate owners and operators, and venture investors, and how we can leverage tech and collaboration to help solve the housing crisis, figure out the future of work and how to decarbonize the built environment.If you would like to get your company’s or organization’s mission featured on Tangent, email us at community@tangentproptech.com.Stay cu
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