Somebody Call 911: Thoughts on the Opendoor + Zillow Partnership

I was at Inman doing the #lobbycon thing when Opendoor and Zillow both released their 2Q/2022 earnings. So I saw the news about the multi-year exclusive partnership on the iPhone, then couldn’t really look into it until the weekend.

While there are other interesting tidbits in both earnings reports and the discussions from the management teams, this deal between the two is the big news from 2Q. And there are other very knowledgeable analysts on both companies from a financial perspective. I don’t know that I could add much value to what someone like Tyler Okland at Datadoor.io has to say on Opendoor’s financials. I do think, however, that I have a perspective on the deal between the two giants of proptech.

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-rsh

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Rob Hahn

Rob Hahn

Managing Partner of 7DS Associates, and the grand poobah of this here blog. Once called "a revolutionary in a really nice suit", people often wonder what I do for a living because I have the temerity to not talk about my clients and my work for clients. Suffice to say that I do strategy work for some of the largest organizations and companies in real estate, as well as some of the smallest startups and agent teams, but usually only on projects that interest me with big implications for reforming this wonderful, crazy, lovable yet frustrating real estate industry of ours.

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