Housing Startup Advisory

In Housing, I look for teams attacking the affordability crisis from the ground up — manufacturing, materials science, and construction methods that change the actual unit economics of building a home, not another app layered on top of the existing housing stock. I invest early, often before a company has a finished product at scale, on the strength of a defensible technical thesis and a team that understands both the engineering and the regulatory path to getting homes built and certified. I pair that with proptech and marketplace plays, where I look for founders solving a specific, painful friction point in renting, buying, or accessing home equity — and I stay close enough to some of them, like Rentberry, to sit on the board rather than just write a check.

Housing is a capital-intensive, physically real business — you can’t paper over a manufacturing problem with a good pitch deck. My approach blends performance psychology, focused on the discipline it takes for a founding team to scale a physical-product company without losing the culture or judgment that got their first product right, with the business fundamentals of capital efficiency in a category where burn rate can kill a good idea before it reaches the market, and the foresight to back category-defining materials and construction technology before the affordability crisis makes the need for it obvious to everyone else.

Housing is one of the most basic human needs, and one of the places where the market has most visibly failed a huge number of people. My mission is to help housing founders survive the long, capital-intensive grind of getting a genuinely better way to build homes from prototype to production — because when they succeed, the result isn’t just a return, it’s more people able to afford a safe, decent place to live.