Building One of NYC’s Leading Property Management Firms from Zero to Exit, with Choice NY Co-founder Michael Feldman

Jennifer Nuckles is CEO of R-Zero, a physical AI platform that connects building data to continuously uncover energy savings and improve performance, delivering 20-40% HVAC energy savings with no major retrofit required. She previously served as EVP at SoFi and CMO at Zynga, and spent nearly a decade as a Global Business Lead at Clorox. She is a board member and chairperson of the American Lung Association and a trustee at UC Riverside. Based in San Francisco. (02:04) From room intelligence to physical AI (03:51) Buildings have known about waste for decades (05:00) What changed: hardware costs, software, and regulation (07:33) Energy as a constraint (08:12) Local Law 97 (10:08) The end of piloting: choosing and deploying (11:20) R=Zero model (14:23) Building efficiency investments (17:40) Savings Expectations: Qualcomm, Stanford Children’s (21:03) Energy as an NOI lever: 20-40% HVAC savings (23:53) The autonomous building continuum (25:22) What building owners get wrong about energy operations (28:32) Collaboration superpower: Walt Disney and Yannick Noah 🏙️ Learn more: -Visit R-Zero -Jennifer Nuckles on LinkedIn

Wes Bolsen is the CEO and board member of CitroTech (NYSE AM: CITR), the company behind the only EPA Safer Choice recognized fire inhibitor in the United States. Before CitroTech, Wes co-founded LaderaTech, a wildfire prevention company built on patents from Stanford University and MIT, which he subsequently sold to Perimeter Solutions (NYSE: PRM) and joined their leadership team overseeing global wildfire prevention ahead of the company's $2 billion public listing. He also served as board member and CEO of Imidex, a medical device company focused on early-stage lung cancer detection. Earlier in his career, Wes held executive roles at Cool Planet Energy Systems, Codexis (NASDAQ: CDXS), Coskata, and ICM, and consulted at McKinsey from 2000 to 2006 across the Chicago and Palo Alto offices. Wes is based in Oceanside, California. (02:08) From LaderaTech to CitroTech: why Wes came back (03:21) The Palisades fire & what it changes for developers (05:09) Why community-wide protection beats home by home (06:55) Suppression vs. prevention: the 1-to-7 cost argument (08:38) What home builders are hearing from insurance (11:02) Fire resilience as a marketing differentiator (14:39) Cost of fire-resistant construction vs. traditional methods (16:31) The three layers of CitroTech's approach (22:27) The Hexion JV (26:01) Getting into Lennar, DR Horton, KB Homes, and national spec (27:22) Fire risk across California, Colorado, Montana & Idaho (29:03) Mass timber, CLT, and the fire retardancy case (31:43) What a REIT looks like after deploying CitroTech (33:34) Collaboration superpower: Jesus and Elon Musk 🏙️ Learn more: -Visit CitroTech -Wes Bolsen on LinkedIn

James Holbrook is an industrial real estate entrepreneur and technology innovator, and the founder of Payson Smith Holbrook and Warehub, where he serves as Executive Chairman. Over the past 5+ years, he and his team have led more than $500 million in industrial leasing transactions, representing landlords and tenants across millions of square feet of short-term warehouse space nationwide. Seeing early that industrial real estate was overdue for modernization, he founded Warehub, an AI-enabled platform built to digitize and accelerate the way warehouse space is discovered, leased, and activated. Today, his work focuses on reducing friction in industrial transactions and helping the logistics economy operate more efficiently through smarter use of data and technology.

David Stifter has spent more than two decades at the intersection of real estate, technology, and finance. As Managing Director and functional CTO at Digital Bridge (formerly Colony Capital), he led data architecture, process improvement, and finance transformation initiatives across major acquisitions. In 2020, he co-founded PredictAP with a team of B2B SaaS and AI veterans from Blizzard, Apple, and HubSpot. Since then, the company has grown to serve more than 130 real estate firms and process more than 7 million invoices a year. David is based in Lincoln, MA.

Jeffrey Havsy is the commercial real estate industry practice lead at Moody's Analytics, where he focuses on combining property fundamentals with economic, credit, climate, and alternative data to help lenders, investors, and operators make better decisions. He has spent his career at the intersection of economics and real estate, including roles at NCREIF and CBRE. Moody's Analytics covers more than 600 million public and private entities worldwide and generated over $7 billion in revenue in 2025. Jeffrey is based in Needham, Massachusetts. (02:46) From data scarcity to data curation (03:39) What lenders and investors miss beyond property fundamentals (05:34) Tenant credit, crime data, and truck traffic as signals (09:16) Moody's commercial location score explained (12:52) Cap rates: overrated, underrated, or misused (15:39) Moody's MCP launch and what it means for CRE decisions (18:32) Why Moody's stays AI platform-agnostic (20:44) Where the human stays in the loop (23:33) Physical risk vs. ESG (26:11) The hidden risks in industrial real estate (30:06) How robotics changes what a warehouse is worth (31:09) The one macro data point CRE ignores: productivity (33:10) Collaboration superpower: Abraham Lincoln 🏙️ Learn more: -Visit Moody's Analytics / Moody's CRE -Jeffrey Havsy on LinkedIn