MIKE DROP
Inside Goldman Sachs’ 11th Disruptive Technology Symposium: The AI Winners Won’t Be Who You Think
A first-hand account from Goldman Sachs’ Disruptive Technology Symposium on why the winners of the next decade in AI will be decided by power and distribution, not novelty alone.
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Proptech Briefing
The Proptech Briefing, October 2026
This edition covers the Autumn Budget's property and founder measures, including the new Founders' Relief; the FT's report that the 1.5 million homes target is effectively dead; Taylor Wimpey, British Land and Landsec stepping back from London; CrowdProperty's £100m ColCap forward-flow line; EliseAI's fight with RealPage; and a deep dive from Goldman Sachs' EMEA Fintech Conference.
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Proptech Briefing
The Proptech Briefing, September 2026
This edition covers the return of Help to Buy as Your First Home, a rate cycle that has turned from cuts to rises, and incumbents paying for data layers rather than features. Two deep dives: Your First Home, where it is weak and who it really helps, and a special long read from a week on the ground in Dubai.
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Proptech Briefing
The Proptech Briefing, August 2026
This edition covers England’s new rules-based planning system with its “default yes” for homes near well-connected stations, a 79% collapse in build-to-rent starts, and capital buying control. Deep dive: what the new NPPF changes for developers, lenders and investors, and what it does not.
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Proptech Briefing
The Proptech Briefing, July 2026
This edition covers a new Prime Minister and Housing Secretary reaffirming the 1.5 million homes target, Pi Labs' 100th investment alongside Balfour Beatty's Fund IV commitment, and why the housing delivery gap keeps widening even as capital keeps flowing.
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Proptech Briefing
The Proptech Briefing, June 2026
This edition covers capital backing the shift toward self-coordinating construction sites, growing political exposure in UK housing policy, and why the market’s real shortage is delivery and confidence rather than technology.
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Proptech Briefing
The Proptech Briefing, May 2026
This edition covers why trust is becoming scarcer, why operating platforms are winning, and why UK housing still isn’t keeping pace — plus how agentic AI is moving into real built-environment workflows.
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Proptech Briefing
The Proptech Briefing, April 2026
This edition covers trust being repriced in the lending market, AI infrastructure for construction continuing to attract capital, portal economics coming under challenge, and why UK housing still cannot keep up.
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Proptech Briefing
The Proptech Briefing, March 2026
This edition covers MIPIM 2026 moving proptech into the main programme, digital infrastructure becoming a serious real estate prize, and agentic AI shifting from pilots to workflow redesign. Deep dive: MIPIM 2026, from preview to proof.
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Mike Drop
Inside Goldman Sachs’ 11th Disruptive Technology Symposium: The AI Winners Won’t Be Who You Think
A first-hand account from Goldman Sachs’ Disruptive Technology Symposium on why the winners of the next decade in AI will be decided by power and distribution, not novelty alone.
Read the article
Proptech Briefing
MIPIM 2026: Where Proptech Meets Capital Reality
A field guide to the technology, capital and infrastructure conversations shaping this year’s MIPIM, and what they mean in practice.
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Proptech Briefing
The Proptech Briefing, February 2026
This edition covers a surge in proptech AI funding and new AI unicorns, lettings entering its roll-up plus AI era, tokenisation moving to secondary-market trading, and why housing sentiment has turned while delivery has not. Deep dive: a MIPIM 2026 preview through a proptech lens.
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Proptech Briefing
The Proptech Briefing, January 2026
This edition covers AI consolidation as AECOM and Procore buy their way in, a 20% fall in UK construction starts, institutional capital moving into specialist property credit, and JLL's forecast of a shift from AI pilots to production.
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Proptech Briefing
The Proptech Briefing, December 2025
This edition covers why certainty has become the growth strategy, delay as an admin problem rather than a market one, interoperability as a buying criterion, and capital backing cycle-time reduction. Deep dive: the UK Budget 2025 through a property lens.
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