Bao Podcast #34 Arne Allewaert (pt.2) (AMAVI Capital)
Sep 22, 2024
Arne Allewaert, Co-founder and Managing Partner at AMAVI Capital, shares insights from his investment journey in the PropTech sector. He discusses significant market changes since the pandemic, highlighting unexpected growth opportunities. Arne delves into innovative companies tackling sustainability challenges, including cutting-edge water technology investments. He emphasizes the importance of adapting to evolving market demands and reflects on the mindset required for success, drawing parallels to sports legends like Michael Jordan.
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Shocks Accelerate Real Estate Innovation
- External shocks like COVID, inflation and wars accelerated adoption of innovation in real estate.
- Arne Allewaert argues those pressures created necessary demand for otherwise slow-moving industry change.
Fundraising Launched During First Lockdown
- AMAVI closed its first fundraising in early 2021 after launching in March 2020.
- The timing meant they began operations days before the first COVID lockdown, which tested their resilience early on.
Innovation Needs External Push Or Pull
- Developers only adopt new materials or methods when pushed by regulation or market demand.
- Allewaert notes real estate firms rarely innovate voluntarily without external incentives.
