A Quick Note on iBuyers Pausing
March 19, 2020
I got an email this morning from Mike Delprete about Redfin and Opendoor “pausing” buying activity due to the COVID-19 situation: By temporarily pausing the
Articles filed under Real Estate
The Notorious Interview: Jeff Fangman, Home Security Expert & REALTOR
March 18, 2020
This is a special pandemic edition of the Notorious Interview, which I am making public for everybody. With all that is going on, one of
COVID 19 and Real Estate
March 11, 2020
I’ve been asked by many of you to offer my opinions on COVID 19 / coronavirus and how it will impact real estate. Obviously, I
[VIP] Realogy, Q4 and Full Year 2019: Darkest Before the Dawn?
March 9, 2020
I realize this is almost two weeks after Realogy reported, but… between international travel and my computer giving up the ghost, it’s been a bit
The Shape of Housing Politics to Come
March 6, 2020
I got my laptop back, finally, after spending three days in intensive care and undergoing surgery. So to celebrate, I thought I’d put up a
Why Antifragile is the Only Way Forward: Zillow Turns the Page
March 2, 2020
Since it’s been a few days since my VIP subscribers got to check out my analysis of Zillow’s Q4 earnings, I wanted to have more
[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
