Rob Hahn 
I missed last week’s Quick Takes; mea culpa. I believe I was in the air somewhere over Louisiana when I realized. So we’ll just have to catch up on two weeks’ worth of stuff. Notorious TL;DR It’s been a busy couple of weeks since the last Quick Take, as public companies started reporting earnings. But … Read more
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 Little Rock. He is one of the finest analysts of the small corner of the public markets that real estate represents and I have consistently found his coverage to be … Read more
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 is in the midst of a BCG 2×2 Matrix exercise and a delicate point (in a good way) in the transition from Zillow 1.0 to Zillow 2.0. What they’re doing … Read more
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 penned an article for Inman titled, “Be resilient in the face of disruption: My big takeaway from Inman Connect New York.” It’s worth a read, so go do that. Given … Read more
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 just beat ass all over the place. Revenues, profits, traffic, productivity — Redfin just about killed it across the board. The one exception comes from its iBuyer business, RedfinNow. And … Read more
The first interview of the New Year is with Nick Taylor, VP of Growth at Modus.
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 director of Fair Housing policy: “We’ve seen homeownership rates among racial groups steadily rise, but I think many of us would have expected rates to have risen more,” Greene added. … Read more
It says something about the world we live in when a work of fiction makes a lot more sense than the news headlines. If you haven’t watched Succession on HBO (or Amazon), it’s worth a look. In any case, let’s look at the week that was. Notorious TL;DR For all you VIP members, there were … Read more
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 be able to do it with the best audience out of the most informed readership in the industry. I’m actually a bit surprised that others who are far more tech-focused … Read more