And savvy investors are starting to realize that being on the physical side of that equation might be one of the best positions to be in over the next decade.Look at What the Biggest Tech Companies Are Actually BuyingIf you want concrete proof that AI is fundamentally a real estate story, look at where the capital is flowing.Microsoft signed a 20-year agreement to restart the Three Mile Island nuclear power plant in Pennsylvania — a project expected to cost around $1.6 billion — specifically to power AI data centers.Meta is building a massive AI data center campus in Richland Parish, Louisiana, investing roughly $10 billion across more than 2,000 acres.Google has announced plans to spend around $40 billion building AI data centers, including huge facilities in Texas and across the U.S.Amazon has committed more than $11 billion to build massive AI data center campuses in Indiana.These are software companies.

That's two data points.At 30 offers, everything changes.

Opendoor is clearly one of the more sophisticated examples of AI being applied at scale in residential real estate, and it does a lot of things well—especially around pattern recognition, pricing signals, and submarket-level analysis across many markets.My post was meant to be a broader look at where AI is genuinely useful in real estate data and where it needs to be interpreted carefully.

All of the data on New Braunfels properties came from Mashvisor, which uses AI to generate their estimates.We were confused as to how they could provide the cap rate estimates as evidence without showing which properties they were referring to nor any of the data used to calculate the estimate.They also provided a HUGE Equity Comparison table, containing the current year's unprotested valuations for half of New Braunfels, which they apparently used to get the value for "GBA Price per Sq Ft" for the "Income Calculation Worksheet".So their "Indicated Value" was based on an inflated "GBA Price per Sq Ft" value and zeroed-out "Vacancy", "Management", and "Collection Loss" values.During the protest hearing the appraiser went through some of the data, but he constantly found and (supposedly) fixed many mistakes on-the-fly during the hearing.

✔ Clean data✔ Multi-touch outreach✔ CRM tracking✔ 90-day follow-up cyclesWhat would you add?

I watch the Reventure channel I love Real Estate Data.

Hey BP, I'm a data engineer based in Irvine building out a rental analysis service for SoCal investors.

That’s why I dove into market data (vacancy trends, income growth, population shifts, and bedroom-level cash flow) and eventually built Heatmap Housing to make analyzing ZIP codes faster and smarter.I’d love to connect with other investors scaling out-of-state or looking to grow past the early stages.What markets are you keeping your eye on for 2026?

Properties will be transferred to LLC and we did work through many of those questions today.

It would seem that ESPM went out of business around April of 2025, and somehow my management was transferred to Rent Now QC (RNQC).