Show notes
After 12 years as an operator (Bonobos, TellApart, Floored, CBRE), Dave is now a full-time investor with Zigg, a global investment organization with a singular mission: to accelerate the combination of real estate and technology, improving our collective quality of life, work, and community. On this episode, Brandon and Dave discuss:How Zigg sources dealsThe innovation of Real Estate TechnologyHow Zigg approaches portfolio constructionWhat needs to change in order for the industry to mass-adopt technological advancementsLinks:Zigg CapitalDave on LinkedIn & [email protected] SquareProvide feedback for the podcastBrandon on LinkedInTopics:(00:00:00) Intro(00:01:27) Dave’s background and Zigg Capital(00:04:26) - What are some of the big differentiators of the different chapters of your career?(00:08:30) What was your experience transitioning into entrepreneurship and becoming an operator?(00:12:17) Zigg Capital(00:18:22) How do you source deals?(00:20:05) Where do you think we are in the innovation of real estate technology?(00:23:03) Where are you seeing the highest level of technology adoption?(00:24:50) Are there niches where you hope the flywheel will start picking up?(00:27:42) How would you describe your approach to portfolio construction?(00:38:14) Where do you think capital will come from for those investing in real estate?(00:41:18) Why would a company select Zigg for capital?(00:47:42) What’s your take on AI and where we will be in the next decade from an innovation perspective?(00:51:32) What must change in order for the industry to achieve the Cambrian explosion?