About this episode

Brendan Wallace discusses Fifth Wall's innovative approach to bridging technology and real estate, highlighting the industry's historical resistance to tech adoption.

Season 6, Episode 5: The No Cap Podcast continues with hosts Jack Stone and Alex Gornik diving into the high-stakes world of proptech with Brendan Wallace, co-founder and CEO of Fifth Wall. Managing billions for the world’s largest real estate owners, Wallace explains his transition from a New York real estate family to bridging the gap between massive physical assets and cutting-edge technology.The conversation breaks down why real estate has historically been a "luddite" industry and how Fifth Wall’s unique strategy, using major industry players as LPs, turned a "bug into a feature" for tech adoption. From backing unicorns like Procore and Open Door to the strategic acquisition of Industrious by CBRE, Wallace shares the inside track on what actually drives returns in the built environment.Wallace predicts a total revolution where venture firms don’t just build tools, they become the industry players themselves. If you want to know where real estate and AI are colliding, this is the episode to watch.Shoutout to our sponsor, Appfolio. The growth engine transforming how firms handle investor relations and distributions.TOPICS00:00 – Intro to Brendan Wallace and Fifth Wall01:28 –…

People in this episode

Hosts: Jack Stone, Alex Gornik

Guest: Brendan Wallace

Topics covered

• proptech
• real estate
• technology adoption
• venture capital
• investment strategies
• AI in real estate

Keywords

• Fifth Wall
• proptech
• real estate
• technology
• venture capital
• AI
• investment
• unicorns

Sponsors

Appfolio

Mentioned in this episode

Organizations: Fifth Wall, Procore, Open Door, Industrious, CBRE, Goldman, Blackstone

Places: Times Square

More episodes of No Cap by CRE Daily

• Brixmor CEO Brian Finnegan on the Power of Grocery-Anchored Retail · April 19, 2026 · 53 min
• Structured Credit, B-Pieces & the Private Markets Opportunity | Chris Hentemann, 400 Capital · April 12, 2026 · 1h 2m
• Inside the Mind of America’s Largest Grocery-Anchored Landlord: Ross Cooper, Kimco · April 5, 2026 · 54 min
• Building a Niche in Opportunity Zone Capital w/ Ackman-Ziff · March 29, 2026 · 51 min
• Michael Cohen on Williams Equities' 100-Year Legacy, the Flatiron Building, and the Rise of Nomad · March 15, 2026 · 60 min
• How Bracket Unifies Bids, Auctions, and Traditional Sales w/ Brandon Colombo & Rodes Boyd · March 8, 2026 · 50 min

Explore listener stats, chart rankings, contacts and more on the No Cap by CRE Daily podcast page.