Brendan Wallace, founder of Fifth Wall, outlines the multi-decade investment opportunity created by digital transformation in real estate.
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“You're not just talking about opportunities in the billions of dollars with enormous total addressable markets. You're talking about opportunities in the trillions of dollars. So I think this is a trend that will go on for probably the next decade, frankly.”
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More from Brendan Wallace
Opinion
Wallace: Left to their own devices, corporate VCs make terrible decisions
“While they have all this potential left to their own devices, corporates will make terrible decisions.”
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PredictionOpen · timeframe May 2027
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PredictionNot checkable as stated
Real estate valuations will react to AVs well before mass adoption
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Opinion
VTS holds a virtual monopoly in office leasing management software
“Literally this company has basically a monopoly on this category.”
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Insight
Digitally native brands inevitably hit an online customer acquisition cost wall
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PredictionNot checkable as stated
The era of the 1,000-store retail brand is permanently over
“The era of the thousand store brand is over, and I just don't think it's coming back.”
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