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:
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Topics:
(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?