New Developments: The Next Wave of Technology
By Thom Amdur
3 min read
As we reported in last month’s issue, technology is transforming the commercial real estate and affordable housing sectors. It’s an exciting time of innovation; however, expectations for some of the industry giants have certainly been tested after SoftBank’s recent write downs of its investments in the panelization-unicorn Katerra and co-working-unicorn WeWork.
Whether it be modular, panelization or hybrid solutions, I am personally very bullish on off-site construction. Notwithstanding the setbacks at Katerra, the changing demographics and demands of the construction industry clearly call for continued investment in developing factory-built housing platforms.
Factory-built housing is just the beginning. Matt Hoffman, managing partner at HousingTech Ventures, LLC is taking a different approach. His new venture capital firm is investing in businesses set on emerging tech-driven housing affordability solutions. In November, he hosted a forum in Washington, DC with demonstrations of emerging solutions from startup companies. Companies and innovations featured included:
- CityBldr – unlocking trapped land value through machine learning;
- Module – creating modular infill that transforms to meet occupants’ changing needs;
- Urbaneer – designing mobile wall systems and furniture for denser living;
- Common – developing co-housing to meet new living needs;
- Arrived – enabling renters to earn equity in a REIT-like entity;
- New Story – ending homelessness through 3D-printed homes.
I am particularly excited by the vision of CityBldr. Their machine learning platform and algorithm incorporates a sophisticated understanding of building codes and local zoning to identify development sites, including affordable and workforce infill housing, that can be developed as-of-right. Strategies to identify sites with reduced entitlement and regulatory costs, paired with a modular or panelization strategy, could be a meaningful tool to lower costs enough to deliver a ‘small a’ affordable housing solution with low to no subsidy. Exciting stuff!
Earlier this fall, I had the opportunity to speak at ProLink Solutions HFA User Conference in Denver on the role data analytics and data sharing could play in transforming affordable housing development, underwriting, asset management and policy making. I came away from the event excited about ProLink’s latest effort to create a central repository for critical affordable housing data. Big data has transformed just about every industry and it is coming to affordable housing.
Whether we are developers, investors, lenders or policymakers there are numerous benefits that will transform the way we manage our respective businesses. New shared data platforms will finally allow us to ditch the myriad of offline, unmaintained, duplicative and redundant spreadsheets that are clogging our networks. A central repository of highly accurate portfolio information will inform more predictive underwriting and facilitate more opportunistic asset management.
Putting information in the fingertips of people when they need it will enhance collaboration and sharing within companies and between partners.
This month’s issue is focused on New Markets Tax Credits and the various “zone” incentives, which drive economic investment and community development activities to targeted census tracts. It is my hope that the commercial real estate and affordable housing technology companies highlighted in this column will target these neglected communities so that they can benefit from being at the leading edge of the next wave of innovation.