My presentation on PropTech at Bosch Connected World in Berlin in May 2019. Topics include: - overinflated forecasts - PropTech VC funding - Stakeholder Engagement - Data into Intelligence - The incredibly shrinking sensors - The REAL game for operators - eSIMs -

1. IOT & PROPTECH 2019:
WHAT’S HOT, NOT, NEXTWHAT’S & WHAT’S
CHARLES REED ANDERSON
15 MAY 2019

2. I HATE HYPE
CHARLESREEDANDERSON.COM@CRASINGAPORE #BCW19

3. CHARLESREEDANDERSON.COM
THE KEY QUESTION
WERE OUR
EXPECTATIONS
TOO HIGH?
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4. CHARLESREEDANDERSON.COM
HOW BIG WILL IOT BE IN 2020? THE INDUSTRY’S EXPECTATIONS
IOT CONNECTIONS IN 2020
VIEW IN 2014
25B
30B
VIEW IN 2018
20B
30B
IOT MARKET OPP IN 2020
VIEW IN 2014 VIEW IN 2018
$7.1T
$1.0T
86% DECREASE
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5. CHARLESREEDANDERSON.COM
WHAT HAPPENED?
HYPE COMPLEX REALITY
LARGE INITIATIVES PROOF OF CONCEPTS
CAPEX OPEX
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6. CHARLESREEDANDERSON.COM
WILL PROPTECH
LIVE UP TO
EXPECTATIONS?
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7. PROBLEM SOLVING VS REVENUE GENERATION
PREDICTIVE
MAINTENANCE
VIDEO
SURVEILLENCE
SUPPLY
CHAIN
AUGMENTED
REALITY
WEARABLE
TECHNOLOGY
ARTIFICIAL
INTELLIGENCE
VIRTUAL
REALITY DRONES BLOCKCHAIN
SMART
BUILDINGS
THE PROPTECH OPPORTUNITY
PROVEN TECH EMERGING TECH
CHARLESREEDANDERSON.COM@CRASINGAPORE #BCW19

8. CHARLESREEDANDERSON.COM
WHAT’S HOT
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9. GAMBLING
WHAT’S HOT #1
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10. USD 20M UNKNOWN USD 40M USD 240M USD 100M
WHAT’S HOT #1 THE RISE IN PROPTECH VC FUNDS
VC FUNDING INTO REAL ESTATE TECHNOLOGY TRIPLED FROM USD 4.2B IN 2016 TO USD 12.6B IN 2017
SOURCE: RE:TECH 2018
@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COM

11. “THE VC BUSINESS IS A 100% GAME OF OUTLIERS – IT’S EXTREME EXCEPTION.”
SOURCE: MARK ANDREESEN, ANDREESEN HOROWITZ
WHAT’S HOT #1 THE RISE IN PROPTECH VC FUNDS
“FUNDABLE”
COMPANIES THAT
WANT TO RAISE
VENTURE CAPITAL
EACH YEAR
4,000
CHARLESREEDANDERSON.COM
WILL GET
FUNDED BY A
“TOP TIER VC”
200
WILL SOMEDAY
REACH
USD 100 MILLION
IN REVENUE
15
OF ALL RETURNS
GENERATED FOR
THE YEAR ARE FROM
THOSE 15
97%
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12. WHAT’S HOT #1 THE RISE IN PROPTECH VC FUNDS
CHARLESREEDANDERSON.COM
STARTUPS
FUNDED BY
TOP TIER
VC FIRM
OF ALL
REVENUES
GENERATED97%
@CRASINGAPORE #BCW19
STARTUPS
THAT REACH
USD 100M IN
REVENUES

13. WHAT’S HOT #1 THE RISE IN PROPTECH VC FUNDS
RISK MITIGATION
FOCUS ON THE PROBLEM YOU SOLVE, NOT THE TECHNOLOGY1
ENGAGE ICT ECOSYSTEM – NOT JUST PROPERTY EXPERTS3
WHAT DOES THE SOLUTION COMPLEMENT / SELL-WITH?2
EAT YOUR OWN DOGFOOD, DRINK YOUR OWN CHAMPAGNE…4
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14. CHARLESREEDANDERSON.COM
WHAT’S NOT
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15. CHARLESREEDANDERSON.COM
COLLABORATION
WHAT’S NOT #1
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16. WE SILOS
WHAT’S NOT #1 STAKEHOLDER ENGAGEMENT
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17. CHARLESREEDANDERSON.COM
OF COMPANIES SURVEYED INVOLVE
SENIOR MANAGEMENT AS
STAKEHOLDERS FOR IOT INITIATIVES86%
THE GOOD…
PRODUCT/SERVICE
INNOVATION
COMPETITIVE
ADVANTAGE
ENHANCED CUSTOMER
EXPERIENCE
PRODUCT
TEAM
STRATEGY
MARKETING
SOURCE: ECOSYSTM, MAR 2018, N=1,217
WHAT BENEFITS
WILL IOT DELIVER?
WHICH STAKEHOLDERS
WILL YOU INVOLVE?
THE BAD…
OF COMPANIES SURVEYED INVOLVE
END USERS AS
STAKEHOLDERS FOR IOT INITIATIVES
14%
& THE UGLY
WHAT’S NOT #1 STAKEHOLDER ENGAGEMENT
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18. CHARLESREEDANDERSON.COM
WHAT’S NOT #1 STAKEHOLDER ENGAGEMENT
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19. CHARLESREEDANDERSON.COM
WHAT’S NEXT
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20. CHARLESREEDANDERSON.COM
INTELLIGENCE
WHAT’S NEXT #1
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21. SURVELLIENCE
HVAC
MEETING ROOM BOOKINGS
AIR QUALITY SENSOR
SMART LIGHTING
OCCUPANCY SENSOR
BIOMETRIC ACCESS
PRESSURE SENSOR
INDOOR MAPPING
LIFT MANAGEMENT
WHAT’S NEXT #1 DATA INTO ACTIONABLE INTELLIGENCE
MULTIPLE PRODUCTS, PLATFORMS & VENDORS
CHARLESREEDANDERSON.COM@CRASINGAPORE #BCW19

22. CHARLESREEDANDERSON.COM
INTEGRATES MULTIPLE BMS INTO SINGLE PLATFORM1
ACTIONABLE INSIGHTS WITH TASK ASSIGNMENT2
PORTFOLIO MANAGEMENT & BENCHMARKING3
MEASURES & MONITORS ASSET HEALTH4
WHAT
THEY
DO
THEY SOLVE PROBLEMS FOR FACILITIES MANAGERS1
NO CAPEX, PURE OPEX MODEL 2
ROADMAP INCL. OCCUPANCY, SUSTAINABILITY, ETC.3
4 FAST ROI: MANAGE 16M SQFT,
DELIVERED USD 0.56/SQFT IN SAVINGS
WHY
I
CARE
WHAT’S NEXT #1 DATA INTO ACTIONABLE INTELLIGENCE
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23. CHARLESREEDANDERSON.COM
SIZE MATTERS
WHAT’S NEXT #2
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24. BATTERY: 15 YEAR LIFE1
SECURITY: END TO END ENCRYPTION2
EASE OF USE: PLUG & PLAY3
RANGE: 50M IN/1000M OUTDOORS4
COVERAGE: GLOBAL THROUGH ESIM5
WHAT’S NEXT #2 DISRUPTIVE TECHNOLOGIES
CHARLESREEDANDERSON.COM@CRASINGAPORE #BCW19

25. WHAT’S NEXT #2 DISRUPTIVE TECHNOLOGIES
THIS IS THE
SO WHAT
CHARLESREEDANDERSON.COM@CRASINGAPORE #BCW19

26. CHARLESREEDANDERSON.COM
WHAT’S NEXT #2 DISRUPTIVE TECHNOLOGIES
SUPPLY
DEMAND PRICE
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27. CHARLESREEDANDERSON.COM
WHAT’S NEXT #2 DISRUPTIVE TECHNOLOGIES
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28. THE REAL GAME
WHAT’S NEXT #3
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29. WHAT’S NEXT #3 THE “BORN CONNECTED” ERA
CHARLESREEDANDERSON.COM@CRASINGAPORE #BCW19

30. WHAT’S NEXT #3 THE “BORN CONNECTED” ERA
THE GAME IS
eSIMs
YOUR
OPERATOR
ANY
OPERATOR
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31. WHAT’S NEXT #3 THE “BORN CONNECTED” ERA
MOST OPERATORS HATE eSIMS
CHARLESREEDANDERSON.COM@CRASINGAPORE #BCW19

32. CHARLESREEDANDERSON.COM
WHAT’S NEXT #3 THE “BORN CONNECTED” ERA
@CRASINGAPORE #BCW19
WHY WE NEED eSIMS

33. CHARLESREEDANDERSON.COM@CRASINGAPORE #BCW19
WHAT’S NEXT #3 THE “BORN CONNECTED” ERA
§ INTELLIGENCE
§ NEW BUSINESS MODELS
§ INTELLIGENCE
§ REDUCED COSTS
§ GLOBAL MVNO
(600 OPERATORS)
INDIRECT MODEL
DIRECT MODEL

34. @CRASINGAPORE #BCW19
QUESTION
THE
HYPE
IN
O
V8
COLLAB ORATE
PREPARE FOR
THE
BORN
CONNECTED
ERA
REMEMBER THESE THINGS
CHARLESREEDANDERSON.COM

35. CHARLESREEDANDERSON.COM
CRA@CHARLESREEDANDERSON.COM
@CRASINGAPORE
LINKEDIN.COM/IN/CHARLESREEDANDERSON