Episode 37: Market Updates

In this market-update episode of The Down Low with Joe, Joe Aamidor and co-host Lewis bring on Elizabeth Redmond (R-Zero) to unpack the headlines reshaping proptech, HVAC/services, and compliance in NYC and beyond.

🔎 Topics Covered:

• AirThings’ strategy reset and what it signals about post-RTO demand
• Legence’s IPO: why roll-up MEP + data centers ≠ “energy transition” (and why it still works)
• OEM cloud stacks (Forge, OpenBlue, EcoStruxure…) and the push to proactive operations
• R-Zero’s new LL97 tool: turning public filings (LL84/LL33) + EUI into NOI and asset-value levers
• Occupancy-based HVAC control vs fixed schedules—where the real kWh come from
• The reporting burden (NYC, Boston, Chicago, DC, SF) and how it delays action
• The “A++” office premium: why bad real estate is dying, not real estate
• Funding flurry: PassiveLogic’s latest round (with JCI in the mix) and why “product-first” is a bet
• Multi-site retail & grocery heat up: EnTouch, GridPoint, 75F, Phoenix/Hussmann and small-commercial controls

💡 Prediction: Data-center demand and NYC compliance will pull capital toward service-led, software-enabled ops—where uptime, labor productivity, and penalty avoidance beat “apps for apps’ sake.”

📍 If you live at the intersection of real estate, HVAC/services, climate tech, or multi-site ops, this one’s a crisp download on where value is actually accruing—and what to build or buy next.

Stay connected with us:

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↳ Lewis Martin: linkedin.com/in/climatetechrecruiter

↳ Joseph Aamidor: linkedin.com/in/jaamidor

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