Billion Dollar Proptech Companies
Dec 2, 2025

I predict that there will be at least 25 'AI for real estate' companies that become billion-dollar companies in the next 8 years.
And I don’t mean a $1B valuation. I mean if the company exited that day, the exit would be north of $1B.
Let’s break this down. How many different parties can make money in a real estate transaction?
I’ll give you a hint, it can exceed 40 different parties.
This includes but is certainly not limited to:
House seller
House buyer
Title company
Escrow company
Staging company
Sell-side agent
Buy-side agent
Mortgage lender
Staging company
Appraiser
We could keep going until we reach the photographers, the movers and the painters.
Now, how many of these different parties can we create a billion-dollar 'AI for real estate' company for?
Let's imagine the world's first full-stack AI Title company.
It's a company that uses AI agents to investigate the liens on a property.
The problem it solves is the same as an ordinary Title company, of which there are thousands in the United States.
It uses AI instead of human labour - so it's jaw-droppingly cheap to operate.
This means insanely high gross margins, even as the price is much lower for Title customers.
They could grow incredibly fast, perhaps 45-55% MoM revenue growth.
As another example for this subcategory, Title, you could have a SaaS company that sells 'AI Title search' to Title companies.
More than likely, they'll both be billion-dollar companies.
Apply this to the rest of my aforementioned list, and you have a long list of billion-dollar 'AI for real estate' companies.
In the near future there will be AI for many different real estate subcategories, including commercial, residential and consumer.
Bluestairs is already a part of this future - we sell AI employees to real estate investors.
I'm looking forward to living in a cheaper, more efficient built world!