[VIP] RE/MAX Q4, 2019: Back to Basics
March 1, 2020
In the aftermath of a disappointing Q3, I wrote: One of my biggest takeaways from this earnings call is how much of the positive spin
[VIP] The Notorious Interview: John Campbell, Stephens
February 22, 2020
I speak again with John Campbell, Managing Director of Equity Research at Stephens, Inc., a powerhouse regional investment bank and private equity firm based in
[VIP] Zillow, Q4/2019: Turn the Page
February 21, 2020
In the Q3/2019 writeup, I wrote that Zillow is not experimenting, but trying to pivot with great delicacy: My take on Q3 is that Zillow
What Does Resilience in Real Estate Look Like?
February 14, 2020
One of my favorite people in the industry, Joe Rand, a broker-owner from New York, a corporate lawyer by training, and an amazing singer has
[VIP] Redfin, Q4/2019: Strong Results All Around, and Signs of Surprising Convergence
February 14, 2020
It’s tough to deliver such a fantastic quarter as Redfin did in Q4 of 2019, and for the full year of 2019. I mean, they
[VIP] The Notorious Interview: Scott Martineau, Brad Nix, OfferBarn
February 13, 2020
The first interview of the New Year is with Nick Taylor, VP of Growth at Modus.
African-American Homeownership Lowest Since 1968: What If It’s Not All Race?
February 10, 2020
Happy Monday, everybody! So if you haven’t seen it yet, Inman ran a big article last Friday talking about a statement by Bryan Greene, NAR’s
[VIP] Let’s Chat About hiQ Labs v. LinkedIn
February 7, 2020
It’s good to be home and be able to write and think out loud on issues that might impact the industry. It’s doubly good to
[VIP] Agents Know iBuyer is For Real
February 6, 2020
As you know, I’m a huge bull on the Market Maker iBuyer concept. You could call me the Cretan Bull on that idea, since I’m
