The new playbook for real estate VCs

Brendan, you have said that the VC model's broken. >> I think in many ways it it is largely a function of what has happened over the last 24 months on account of both generative and agentic AI. >> On this episode of the property play, AI isn't just changing commercial real estate. It's changing who builds the next generation of real estate companies.[music] >> If you can think it, if you can dream it, why don't we build it ourselves. How one VC firm is shaping the future of real estate from within. So you a ...