The Great Restructuring Cycle of AI Seems to be Here.

The February 15th turn buoy is here, and what a first 45 days of 2026 it has been. Claude code, Molt Bot, AI agents bidding for humans to work them, and the Seahawks won a Super Bowl out of nowhere!

I have spent the last 15 months helping Eric Narcisco launch Tracker, a computer vision company focused on increasing the NOI for large apartment and single-family property owners and managers. It has been interesting to meet with over 150 companies that oversee more than 10,000 units and learn how much impact AI is having on their work lives so far.
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The quick answer is not much, but when you look just a little behind the curtain, you can see some big structural changes are proving out their commercial viability and will show up in 2026.

What is driving these changes?

A massive need for increasing the NOI of a property as interest rates remain high, and the ability to raise rents has stalled as much as the Patriots' offense in Super Bowl 60!

Multi-Family CRE is no different from almost any other category of CRE these days, and let's not even begin to talk about legacy SaaS companies, extra spending is out, and making more with less is in.
Which is where this crazy photo comes from.

We were talking with someone about all the layoffs and the lack of hiring of young people in mature industries, and I said, "It's like corporate America is playing a big game of Jenga, how many people can we lay off and still have this company standing?"

It is awkward but true, especially when so many companies are PE-backed, and the C-suite is focused on a less than 7-year sprint to hit the next valuation mark.

But here is the twist: the image may not show it clearly, but my prompt was to show that while the pieces are falling out of the buildings, the soil is soft and very fertile ground for the pieces to start regenerating their own stacks of success.

Is this going to work at scale?

I am not sure, but Clay Shirky gave a famous TED Talk 20 years ago in which he stated that coordination costs are plummeting, which can create a generation of lost workers and also generate generations of highly productive cohorts.

Here is the video: Clay Shirky Institutions vs Online Collaboration

It's your move, follow the post-industrial revolution of London in the 1830's generation that lived it out drinking gin at 10 am, or adapt to the new frameworks and find a way to grow with others in the new paradigm.

At Tracker, we aim to improve the lives of boots-on-the-ground leasing agents and facilities management teams every day, which in turn benefits residents and ultimately impacts the bottom line for the owner.
Getting back to the Jenga image, we are a part of that AI-induced soil that should empower more usage and overall growth for the property management industry.

So maybe it's time to not wait to get pushed out but rather build a parachute and take the leap and start building with the new tools.

Ping me with any questions or comments, and I will check back in around April 1st. These are amazing times.

Drew
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p.s. I have seen an uptick in college grads looking for help with job searches. Feel free to send anyone to www.drewsanders.com/courses/, where I have a few white papers about how to navigate this pivot from learning to doing. When they complete the questions at the end of the white paper, I will meet with them for 30 minutes for free to go through their answers.