The Data Layer Nobody Owns
Real estate's most valuable asset is trapped in a dozen disconnected systems.
A typical operator runs a property-management system, a separate accounting package, a leasing CRM, a maintenance app, and a handful of spreadsheets that quietly hold the truth. None of them talk to each other cleanly.
The Integration Premium
The companies winning in proptech right now are not building the flashiest app. They are building the boring connective tissue that finally lets an owner see one number across a portfolio in real time.
Whoever owns that unified data layer owns the operator's attention — and, eventually, the underwriting decisions that data informs.
Head of debt capital markets at Northwind Capital. 15 years arranging senior and mezzanine debt for value-add sponsors.
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