PropTech Applications Innovation and The Future of Real Estate Platform P1. Introduction To Global PropTech Market & Investment Activity P2. PropTech Overview P3. Real Estate FinTech Applications Innovation P4. The Future of A Real Estate Platform P5. Q&A

1. PROPTECH APPLICATIONS INNOVATION &
THE FUTURE OF REAL ESTATE PLATFORM
R&D
Nguyễn Văn Thiện
Email: paulnguyen1211@gmail.com

2. PROPTECH APPLICATIONS INNOVATION &
THE FUTURE OF REAL ESTATE PLATFORM
 P1. Introduction To Global PropTech Market &
Investment Activity
 P2. PropTech Overview
 P3. Real Estate FinTech Applications Innovation
 P4. The Future of A Real Estate Platform
 P5. Q&A

3. P1. INTRODUCTION TO GLOBAL PROPTECH MARKET & INVESTMENT
ACTIVITY
 Introduction To Global PropTech Market
 PropTech Waves
 Investment Activity
 Venture Capital
 PropTech Funds & Accelerators
 Geographic Dispersion
 PropTech Firms
 PropTech Unicorns
• Compass Story
 Europe & The UK
 Asia

4. PROPTECH WAVES
Source: Goodwin, 2019
PropTech market consolidation (2015-2019)
Source: Crunchbase, Unissu, FoRE
Start-up foundation, 1998-2018

5. INVESTMENT ACTIVITY - VENTURE CAPITAL
Source: Venture Scanner
Venture Scanner PropTech funding analysis, 2011-2018 The most active VC investors in US and European
Source: Olsen, 2018; Hodgson, 2018

6. INVESTMENT ACTIVITY - VENTURE CAPITAL …
VC Investment in FinTech and PropTech ($bn)
Source: Concrete Ventures, 2019
CRE investment in PropTech firms
Source: Altus Group, 2019

7. INVESTMENT ACTIVITY - PROPTECH FUNDS AND ACCELERATORS
PropTech venture funds and accelerators
Source: Vander Partners, FoRE
Largest global PropTech investors by total deal flow
through to December 2018
Source: Venture Scanner, 2019a

8. GEOGRAPHIC DISPERSION – PROPTECH FIRMS
The global distribution of PropTech firms
Source: Crunchbase, Unissu, FoRE

9. GEOGRAPHIC DISPERSION – PROPTECH UNICORNS
*Share of total PropTech Unicorn valuation ($104.8bn)
Source: Célérier, 2018
The location of PropTech Unicorns, June 2018

10. PROPTECH UNICORNS
Source: adapted from Vander Capital Partners, 2019

11. COMPASS
https://www.compass.com/agents/orlando/
https://www.compass.com/homes-for-
sale/_map/mapview=40.78395,-73.92744,40.69069,-
74.06151/

12. COMPASS COMPLETES IPO

13. GEOGRAPHIC DISPERSION - EUROPE AND THE UK
PropTech companies in Europe
Source: Unissu
Total PropTech funding for leading European countries
Source: Unissu, 2019

14. GEOGRAPHIC DISPERSION - ASIA
Source: JLL, reproduced in Baatar, 2018
Total PropTech funding for leading Asian countries
PropTech investments in Asia Pacific, 2013-2017
Source: Unissu, 2019

15. P2. PROPTECH OVERVIEW
 Technologies Made The PropTech Revolution
 The PropTech 2020 Schematic & Data Driven PropTech Applications
 Sizing The PropTech Market
 Blockchain & AI in Real Estate  PropTech 3.0
 PropTech Map (UK, Norway, Australia, Việt Nam, China)
 PropTech Applications Innovation In
 Smart Real Estate
 Sharing Economy
 Real Estate FinTech

16. EXOGENOUS TECHNOLOGIES MADE THE PROPTECH REVOLUTION
- Websites and Smart Phone Apps
- Application Programme Interfaces
- Data Analysis and Visualisation
- The Internet of Things, Sensors
- Big Data and Artificial Intelligence
- Blockchain and Distributed Ledger Technology
- Virtual and Augmented Reality
- Geospatial and 5G technologies
- Cloud computing
- Transport Tech: Drones and Autonomous Vehicles
- Other technologies: 3D Printing, Robotics, …

17. THE PROPTECH 2020 SCHEMATIC &
DATA DRIVEN PROPTECH APPLICATIONS
The PropTech 2020 schematic Data driven PropTech applications
Source: FoRE

18. SIZING THE PROPTECH MARKET
PropTech verticals and horizontals
Source: Baum, 2017
PI Labs applications – analysis by segment

19. BLOCKCHAIN & AI IN REAL ESTATE  PROPTECH 3.0

20. UK, NORWAY PROPTECH MAPS

21. AUSTRALIAN PROPTECH MAP

22. VIETNAM PROPTECH MAP

23. LEAST SATURATED SECTORS IN CHINESE PROPTECH

24. SMART REAL ESTATE APPLICATIONS INNOVATION
• ConTech
• Smart buildings
• Building Information Modelling (BIM) & digital twins
• Modular construction
• 3D printing and robotics
• Smart materials
• Green buildings
• Increasing occupant wellbeing
• Increasing space utilisation
• Smart retail
• Smart logistics
• Smart residential
• Emerging sectors
• Smart city applications
• …

25. THE SHARING ECONOMY APPLICATIONS INNOVATION
• The office sector
• Residential real estate and hospitality
(Co-living, Shared storage, …)
• Other sectors
(Pop-up store, ghost kitchens, …)
• The sharing economy 3.0
(Digital space, digital asset, …
controlled by Blockchain and
tokenization)
• …

26. REAL ESTATE FINTECH APPLICATIONS INNOVATION
• Online residential brokers
• Automated Valuation Models (AVMs)
and iBuyers (Instant Buyers)
• Instant mortgages
• Commercial real estate data
• Legal processes and PropTech
• Real estate transactions
• Crowdfunding and
Peer-to-peer lending
• Fractional property investment
• Smart contracts and Real estate
tokenization
• …

27. P3. REAL ESTATE FINTECH APPLICATIONS INNOVATION
 The Influx of New Models With Residential RE Technology Landscape
 Tech-Enabled Brokerage Model
 iBuyer Model
 PowerBuyers Model
 0% Brokerage Model
 Fractional Property Investment Model
 Real Estate Tokenization

29. TECH-ENABLED BROKERAGE MODEL
(HIGH-END TRADITIONAL BROKERAGE) – COMPASS (US)
Agents

30. TECH-ENABLED BROKERAGE MODEL – COMPASS (US)
Homepage - https://www.compass.com/ Buy

31. TECH-ENABLED BROKERAGE & LISTING MODEL – VIỆT NAM
Rever - https://rever.vn/s/ho-chi-minh/mua
Bất Động Sản - https://batdongsan.com.vn/
Cenhomes - https://cenhomes.vn/mua-nha
Propzy - https://propzy.vn/

32. MGI App - https://mgiglobal.vn/
• Màn Hình Chính • Sản Phẩm C2C • Hoa Hồng • Hạng Đại Lý: • Quyền Lợi: • Quy Chế HH
TECH-ENABLED BROKERAGE & LISTING MODEL – VIỆT NAM
VinhomeOnline - https://online.vinhomes.vn/
OneHousing - https://onehousing.vn/

33. INSTANT BUYER (IBUYER) MODEL
The iBuyers have three primary sources of
revenue:
Do iBuyers Make Fair Market Offers?

34. IBUYER MODEL – ZILLOW (US)
Homepage - https://www.zillow.com/ Buy

35. IBUYER MODEL - ZILLOW …
Sell

36. IBUYER MODEL – OPENDOOR (US)
Homepage - https://www.opendoor.com/

37. IBUYER MODEL – OPENDOOR (US) …

38. POWER BUYERS MODEL

39. POWER BUYERS MODEL – HOMEWARD (US)
Homepage - https://www.homeward.com/

40. POWER BUYERS MODEL – ORCHARD (US)
Homepage - https://orchard.com/

41. HOME FOR HOME – MASTERISES HOMES VIỆT NAM
Home For Home Solution - https://masterisehomes.com/home4home/

42. 0% BROKER MODEL – NOBROKER (INDIA)
NoBroker - https://www.nobroker.in/

43. 0% BROKER MODEL – PROPTIGER (INDIA)
Homepage - https://www.proptiger.com/

44. FRACTIONAL PROPERTY INVESTMENT – BRICKX (AUSTRALIA)
Homepage - https://www.brickx.com

45. FRACTIONAL PROPERTY INVESTMENT – VIỆT NAM
Infina (RealStake) - https://infina.vn/ Revex - https://revex.vn/
HomeBase - https://www.homebase.com.vn/vi/ Finso - https://finso.com.vn/projects/marketplace

46. REAL ESTATE TOKENISATIONS

47. BENEFITS OF REAL ESTATE TOKENISATION

48. P4. THE FUTURE OF A REAL ESTATE PLATFORM
 What Is Platform Business Model?
 How About A Digital Platform In Real Estate?
 The Sharing Economy In A Real Estate Platform
 The Values and Features Needed For A Real Estate Platform
 The Future of Brokerage Model
 Key Learnings From The Global PropTech Market

49. WHAT IS PLATFORM BUSINESS MODEL?
A platform is when the economic value of everybody that uses
it, exceeds the value of the company that creates it.
Then it’s a platform

50. HOW ABOUT A DIGITAL PLATFORM IN REAL ESTATE ?
Agents Platforms
Digital
Ads
Websites
Social
Networks
B2C C2C Leasing Services
Products &
Services
API
Brokers/Agents
Advertisement
Brokerage
Centers
Websites
Friends
Traditional - Offline Platform - Online

51. THE SHARING ECONOMY IN A REAL ESTATE PLATFORM
RE
Experiences
RE
Community
RE Jobs
- B2C,
C2C
Properties
- VAS
RE
Information
RE Knowledge
RE Platform
Users
Diamond
Plus
Diamond
Platinum
Gold
Silver
Member
Platform
Users
RE Consultants

52. THE VALUES AND FEATURES NEEDED FOR A RE PLATFORM

53. THE FUTURE OF BROKERAGE MODELS

54. KEY LEARNINGS FROM THE GLOBAL PROPTECH MARKET

55. Nguyễn Văn Thiện
Email: paulnguyen1211@gmail.com
P5. Q&A