I love to cover areas of the real estate industry that are ripe for disruption. While there are nuances to every segment of the business, there are several themes that are present in most instances where disruption is just a matter of time. These include processes that require significant amounts of labor hours, tedious manual processes, many disparate data streams (or closely guarded data), and a huge TAM. Along with writing about industries that are primed for disruption, I love to cover early stage companies that are bringing innovative solutions to market that address these opportunities. It is way too early to crown winners, and the road ahead is filled with potholes, but these entrepreneurs possess the courage and fortitude necessary to modernize our way of thinking and unlock new opportunities for the rest of us.
Similar to what Rockval has done, but they offer every asset class. Great read!