IOT & PROPTECH 2019...b 30 b view in 2018 20 b 30 b iot market opp in 2020 view in 2014 view in 2018...

IOT & PROPTECH 2019: WHAT’S HOT, NOT, NEXTWHAT’S & WHAT’S

CHARLES REED ANDERSON15 MAY 2019

I HATE HYPECHARLESREEDANDERSON.COM@CRASINGAPORE #BCW19

CHARLESREEDANDERSON.COM

THE KEY QUESTION

WERE OUR

EXPECTATIONSTOO HIGH?

@CRASINGAPORE #BCW19


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



WHAT HAPPENED?

HYPE COMPLEX REALITY

LARGE INITIATIVES PROOF OF CONCEPTS

CAPEX OPEX



WILL PROPTECHLIVE UP TO

EXPECTATIONS?@CRASINGAPORE #BCW19

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


WHAT’S HOT


GAMBLING

WHAT’S HOT #1

@CRASINGAPORE #BCW19 CHARLESREEDANDERSON.COM

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


“THE VC BUSINESS IS A 100% GAME OF OUTLIERS – IT’S EXTREME EXCEPTION.” SOURCE: MARK ANDREESEN, ANDREESEN HOROWITZ


“FUNDABLE” COMPANIES THAT WANT TO RAISE

VENTURE CAPITAL EACH YEAR

4,000


WILL GET FUNDED BY A “TOP TIER VC”

200WILL SOMEDAY

REACH USD 100 MILLION

IN REVENUE

15OF ALL RETURNS GENERATED FOR

THE YEAR ARE FROM THOSE 15

97%




STARTUPS FUNDED BY

TOP TIER VC FIRM

OF ALL REVENUES

GENERATED97%


STARTUPS THAT REACH USD 100M IN

REVENUES


RISK MITIGATIONFOCUS 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



WHAT’S NOT



COLLABORATION

WHAT’S NOT #1


WE SILOS

WHAT’S NOT #1 STAKEHOLDER ENGAGEMENT

@CRASINGAPORE #BCW19@CRASINGAPORE #BCW19 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 BENEFITSWILL IOT DELIVER?

WHICH STAKEHOLDERSWILL YOU INVOLVE?

THE BAD…OF COMPANIES SURVEYED INVOLVE

END USERS AS

STAKEHOLDERS FOR IOT INITIATIVES14%

& THE UGLY




WHAT’S NEXT



INTELLIGENCE

WHAT’S NEXT #1


SURVELLIENCEHVAC

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 & VENDORSCHARLESREEDANDERSON.COM@CRASINGAPORE #BCW19


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

WHYI

CARE

WHAT’S NEXT #1 DATA INTO ACTIONABLE INTELLIGENCE



SIZE MATTERS

WHAT’S NEXT #2


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



THIS IS THE

SO WHATCHARLESREEDANDERSON.COM@CRASINGAPORE #BCW19



SUPPLY

DEMAND PRICE


THE REAL GAME

WHAT’S NEXT #3


WHAT’S NEXT #3 THE “BORN CONNECTED” ERA



THE GAME IS

eSIMsYOUR

OPERATOR

ANYOPERATOR



MOST OPERATORS HATE eSIMS





WHY WE NEED eSIMS



INTELLIGENCE NEW BUSINESS MODELS

INTELLIGENCE REDUCED COSTS

GLOBAL MVNO (600 OPERATORS)


QUESTION THE

HYPE

INOV8

COLLAB ORATE

PREPARE FOR THE

BORN CONNECTED

ERA

REMEMBER THESE THINGS



[email protected]

@CRASINGAPORE

LINKEDIN.COM/IN/CHARLESREEDANDERSON

IOT & PROPTECH 2019...b 30 b view in 2018 20 b 30 b iot market opp in 2020 view in 2014 view in 2018...

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