Building Internet of Things

Progressive regulators around the world are finally beginning to address the problem of inefficient existing building stock that makes up the vast majority of global real estate and consequently, the majority of buildings’ impact on the environment. However, solving the problem of existing inefficient buildings is not as simple as just applying new regulations, significant […]

In this Research Note, we examine the development of Acuity Brands Intelligent Spaces Group (ISG) and its 2023 financial results, y/e 31st August 2023. Our analysis is based on their 4th October 2023 presentation, analyst call and announcements throughout the fiscal year. This article updates our previous analysis published last year. While lighting makes up […]

“Alarming”, “not sustainable”, and “not fiscally responsible” were just a few of the reactions by Committee chairman Sen. Tom Carper to a recent Government Accountability Office (GAO) report that has revealed huge wastes in the federal government’s huge nationwide real estate portfolio. The GAO study found that 17 of 24 agencies sampled were using as […]

What is it going to take for the Commercial Real Estate Industry to adopt Smart Building Technology at scale? Outcomes MUST Outweigh Cost! Until then, CRE Investors will never be fully convinced of the benefits of smart building technology & PropTech in general. Join us for a FREE LinkedIn Live Event on Thursday 26th October […]

Tall buildings are only possible with elevator technology and as our built environment continues to get taller and smarter, the elevator industry is beginning to find new roles to support occupants and facilities managers. In a market that hardly changed for decades, a new wave of startups has redefined what a smart elevator is, forcing […]

In this Research Note, we examine recent investments by building automation players and IT vendors in startups developing edge-to-cloud platforms, which are regarded as critical technology for smart autonomous buildings. In January 2022, Johnson Controls completed the acquisition of FogHorn, a developer of edge-to-cloud AI software for industrial and commercial Internet of Things (IoT) solutions. […]

In this Research Note, we examine Skyfii, a Sydney-based Australian public company providing crowd analytics and occupancy management solutions to public venues and commercial properties. This analysis covers their latest financial results y/e 30 June 2023, investor presentations and their strategic review. Skyfii completed an IPO on the Australian Stock Exchange in 2014. The company positions […]

In this Research Note, we examine the Bemsiq AB business, based on their 2023 Group Overview, investor presentations, annual report of their parent company and the development of their buy and build strategy. Bemsiq, with headquarters in Gothenburg, Sweden, consists of a group of 7 companies and 511 employees providing building automation field devices including […]