packy 🎩
@packy
The US spends $1 trillion per year on home construction. It's short 7 million homes. Prior attempts to fix housing with technology have failed. Cuby, a textbook Vertical Integrator, plans to fix housing by building Mobile Micro-Factories that build homes. Here's my Deep Dive.
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packy 🎩
@packy
Cuby: The House Factory Factory https://t.co/PBYEyvXTT0
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Andy Jagoe
@andyjagoe
Amazing! I do equity investments in residential real estate development in South America (e.g. Uruguay) and know developers who might be interested. Have they considered this market? I know they're focused on US (makes sense) but I could explain why SA is compelling. Can they do multifamily/townhomes?
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packy 🎩
@packy
They don’t yet but they plan to at some point once they’ve nailed single family
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