Kurt Ramirez

98 posts

Kurt Ramirez

Kurt Ramirez

@KurtR01

@NineFourVC | @Bainalerts | @HarvardHBS | @VanderbiltU | #PropTech

Chicago, IL Katılım Ocak 2012
489 Takip Edilen228 Takipçiler
Kurt Ramirez
Kurt Ramirez@KurtR01·
@JonBruner I didn’t know I cared about this until now. Super interesting - thank you!
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Jon Bruner
Jon Bruner@JonBruner·
What’s inside Apple’s $129 Thunderbolt cable? We CT scanned one to find out, and compared it to some cheaper cables… 🧵
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Kurt Ramirez
Kurt Ramirez@KurtR01·
@ConnorLoveCA @seisler1 @lightspeedvp Otherwise there seem to be a lot of grey areas. For example, a lot of ESG startups don’t seem to fit in a category cleanly, same with construction tech or home/commercial services.
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Kurt Ramirez
Kurt Ramirez@KurtR01·
@ConnorLoveCA @seisler1 @lightspeedvp I like the broad definition you provide, but I might improve the categories by thinking about where each company plugs into the lifecycle of an asset, and whether the startup is creating a new capability or replacing an existing capability in a higher-margin way.
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Kurt Ramirez
Kurt Ramirez@KurtR01·
@anuatluru This is something that we see in a meaningful way in the PropTech world. I expect there are going to be a lot of smaller, profitable, scrappy companies that grow in and across built-world industries that look like what you describe.
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anu
anu@anuatluru·
Sharing my expanded thesis on the Silicon Valley Small Business 🌉 I talk more about the emerging startup archetype, the tailwinds, potential paths & how the funding ecosystem fits in! every.to/p/rise-of-the-…
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Kurt Ramirez
Kurt Ramirez@KurtR01·
@GlobeStcom It's still happening. PropTech companies that hired aggressively for growth or are more reliant on transactions are all re-adjusting (even at the earliest stages).
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GlobeSt.com
GlobeSt.com@GlobeStcom·
Big Tech Is in Big-Layoff Mode, but Proptech Might Not Be and Here's Why ift.tt/4p2hVtw
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Kurt Ramirez retweetledi
Nine Four Ventures
Nine Four Ventures@NineFourVC·
We’re excited to share our annual #PropTech Trends! 2022 was a humbling year that brought many trials and tribulations, but we remain bullish about PropTech’s impact and future. Please get in touch if you'd like to discuss! bit.ly/3wbaCSb #RealEstate #FinTech #InsurTech
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Kurt Ramirez
Kurt Ramirez@KurtR01·
@RyanDanz Curious - and bit of a general question - do you believe "tech-enabled property managers" are better than traditional mom-and-pops? (i.e. do you think they're going to deliver a better experience, increased profitability, etc. for what you pay?)
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Ryan Danz
Ryan Danz@RyanDanz·
The value in a dedicated 3rd party manager isnt always in the obvious in moment work but rather when things are quiet; theyre moving chess pieces around the board preparing intelligently to maximize for the next season, onsite & online Grateful; so I can focus on my primary gig
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Ryan Danz
Ryan Danz@RyanDanz·
Thought for the day: I own both a STR in Lake Tahoe and a STR management co. & yet I can still go an entire month (or more) with no bookings & some of the brightest people & best software systems in the entire marketplace working daily on my listings performance. So what?
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Kurt Ramirez
Kurt Ramirez@KurtR01·
@prestonpesek @bhargreaves I expect a related impact of all of this is that funds that were raised in '20 and '21 are going to stretch their investment periods. It'll be interesting to see the vintage performance of those funds vs those that were raised and deployed super aggressively in 20 and 21
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Preston Pesek
Preston Pesek@prestonpesek·
@bhargreaves to make matters worse, more traditional types of securities and investments are going to offer higher yields, putting pressure on VC to outperform even higher baseline standards for competition of capital.
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Brad Hargreaves
Brad Hargreaves@bhargreaves·
If the VC funding market seems slow now, wait until 2024-26. We're still riding off a historically good 2021 and 1H 2022 for venture fundraising, but the winds are shifting... (1/n)
Brad Hargreaves tweet media
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Nichole Wischoff
Nichole Wischoff@NWischoff·
Have asked at least 20 firms how they think about portfolio construction for a $50M fund and got completely different answers from every single one (% reserves, check size, ownership targets, etc). There are no rules.
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Kurt Ramirez
Kurt Ramirez@KurtR01·
@ElieFinegold @antonyslumbers Likewise. I’m writing a bit on this for a blog post in the near future. Some of this - not necessarily the arb between VC and RE investors - led to our thesis on Stay Alfred
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Elie Finegold
Elie Finegold@ElieFinegold·
Is Sonder the New Airbnb? “We think of ourselves as the Marriott of the 21st century.” Guess the answer is no. Asset-/service-light #PropTech models are having growing pains, while fundamental quality service offerings thrive. The more things change... commercialobserver.com/2019/03/startu…
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Elie Finegold
Elie Finegold@ElieFinegold·
@drorpoleg @WhyHotel Agreed completely - tech-enabled operational and hospitality excellence that drives great customer experiences, de-risks a portion of cash flows for owners, and generates a halo-effect of value to the rest of the asset. @whyhotel @sonder @Convene all come to mind - who else?
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Kurt Ramirez retweetledi
Joe Blair
Joe Blair@joeblairvc·
The $4T Market growing at 10% CAGR untouched by Software - Brilliant construction tech manifesto by @impcapital & @JakeD_Harris. Appreciate the shoutout & link to my previous piece, too! :) @obviousvc @socialimpactcapital/the-4t-market-growing-at-a-10-cagr-virtually-untouched-by-software-c402fc88544c" target="_blank" rel="nofollow noopener">medium.com/@socialimpactc
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Mark Suster
Mark Suster@msuster·
Like you I have a million email newsletters. There is only one that gives me joy & challenges me & educates me every single time. I love reading @stratechery by @benthompson [disclosure: not an investor, have no economic incentive ... just an admirer] stratechery.com/about/
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Kurt Ramirez retweetledi
Bakkt
Bakkt@Bakkt·
We are pleased to confirm that we have completed our first round of funding of $182.5 million medium.com/bakkt-blog/fir…
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Kurt Ramirez
Kurt Ramirez@KurtR01·
The tax bill created over 8,000 tax-advantaged “opportunity zones” from parts of New York and Los Angeles to rural areas and Puerto Rico. wsj.com/articles/real-… via @WSJ
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