Fifth Wall
13 statements across 4 episodes · 7 bullish · 0 bearish · 3 people on the record · first statement May 3, 2017 by Brendan Wallace · said 56 times in 9 episodes since 2017 · across every show →
Mentions by year
brought up most by Harry Stebbings (36), Brendan Wallace (9), Nima Gamsari (8), Max Simkoff (3)
tap a year for its mentions
2026 1 mention in 1 episode
2021 20 mentions in 1 episode
2019 20 mentions in 3 episodes 7 per episode
- 20VC: Why Consumer Brands Must Embrace Physical Retail To Avoid Inflated Online CACs, How To Alter Fund Strategy When Investing In Consumer Retail & Why The Era of The 1,000 Store Brand Is Over with Brendan Wallace, Founder and Managing Partner @ Fifth Wa
- 20VC: Why Every Company Looks One Round Earlier Than It Should Be, Why Investors Don't Understand Term Sheet Psyche & How The Brand Behind The Investor Can Overweight The Attention Their Opinion Is Given with Assaf Wand, Founder & CEO @ Hippo
- 20VC: Lime CEO Brad Bao on How Lime Assess The Micro-Mobility Landscape and Competition Today, What It Takes To Launch and Win A New City & Why Lime Have Spent $0 on Marketing To Date
- every mention in 2019, scene by scene →
2018 1 mention in 1 episode
2017 14 mentions in 3 episodes 5 per episode
- 20VC: How LPs Can Add Strategic Value To Portfolio Companies & Why Real Estate Is On Every Whiteboard In Silicon Valley with Brendan Wallace, Co-Founder @ Fifth Wall
- 20VC: Why Not Every Element of A Scalable Business Has To Scale, Why You Should Be Bearish on Retail & Why Fewer Businesses Are Getting Started Today Since The Great Depression with Brad Hargreaves, Founder & CEO @ Common
- 20VC: Explosion of First Time Funds, Only 1 Mega Fund Raised: What The Heck Happened in Q1 Venture Markets with Beezer Clarkson, Managing Director @ Sapphire Ventures
- every mention in 2017, scene by scene →
Everything said about Fifth Wall, oldest first
May 3, 2017 positive
CBRE, Prologis, Lennar, Macerich, and Hines backed Fifth Wall
“So we first got CBRE, the largest commercial brokerage. Then we got Prologis, the largest industrial REIT. Then we got Lennar, the second largest home builder in the U.S. Then Mace Rich, the largest mall owner, Equity Residential, largest apartment owner, Hein…”
May 3, 2017 positive
May 3, 2017 neutral
May 3, 2017 neutral
Jun 30, 2017 positive
May 6, 2019 neutral
Fifth Wall's retail fund targets brands with $10M to $25M revenue
“And that's frankly where our fund has focused. It's exactly on brands that are at that inflection point. And where that typically happens is somewhere between Series A and Series B. Anywhere from 10 to twenty-five million dollars of top-line revenue for a bran…”
May 6, 2019 positive
Fifth Wall raised a $125M retail fund from real estate owners
“But I think in the case of our retail fund, where we're now backed by one hundred and twenty five million dollars of some of the largest retail real estate owners in the U.S. And globally, we just have an ability to de-risk that for the brands that we invest i…”
May 6, 2019
Retail real estate owners require specialized tenant and customer engagement tech
“What we saw in engaging in fund one was that retail real estate owners had fairly idiosyncratic needs. What they were looking for was both technology for the plants, but they were actually looking to identify technologies that supported their engagement with b…”
May 6, 2019 positive
Feb 18, 2021
Feb 18, 2021
Simkoff: Lennar became States Title's largest shareholder after selling them a business
“Our largest single shareholder, still a minority shareholder, but the largest shareholder on our cap table is Lenar, who Fifth Wall introduced us to, and they became our largest shareholder because we bought their legacy title business, which gave us a ton of …”
Feb 18, 2021 positive