Summation with Auren Hoffman
Fifth Wall CEO Brendan Wallace: the data center land grab and the most stable asset on earth you still can't buy
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Show notes
Brendan Wallace is the Founder, CEO & CIO of Fifth Wall, the largest investment firm focused on technology for the built environment, with ~$3B in capital, the firm is driving the growth of nearly 170 companies, backing category-defining PropTech leaders such as Opendoor, Procore, Blend, Hippo, and Bilt Rewards. It's supported by ~115 of the world's largest real estate owner-operators including CBRE, Hilton, Hines, Marriott, Public Storage, Related, and Starwood. Before Fifth Wall, Brendan was at Goldman Sachs and Blackstone, and he co-founded Identified (sold to Workday) and Cabify.
In this episode of Summation, Brendan and Auren discuss:
How remote work protected mediocrity for years
The data center land grab: powered land, 2037 grid connections, and bring-your-own-solar
How land is the most stable asset on earth and there's still no way to buy an index of it
Why "capital-intensive businesses are bad for venture" is no longer true
You can find Auren Hoffman on X at @auren and Brendan Wallace on X at @BrendanFWallace
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