[VIP] Redfin 3Q22: Back to the Future
November 21, 2022
I have had to think about Redfin after Q3 of 2022. Redfin has been my favorite brokerage for years now for a few reasons. I
Articles filed under Technology
[VIP] Opendoor 3Q/22: I Can See Clearly Now
November 10, 2022
As most of you know, I am a big giant iBuyer bull, which means I am a big giant Opendoor bull. I am long OPEN
[VIP] 3Q22 CoStar Group: The House of the Rising Sun
October 30, 2022
Last year I published a special Red Dot on CoStar after its entry into residential real estate. I subtitled it, “The Rising Sun” for a
BPP 2.0: Seven Questions
October 26, 2022
From RISMedia, we get some high-level concepts on what BPP 2.0 (Broker Public Portal) will look like. Or at least try to look like. According
Somebody Call 911: Thoughts on the Opendoor + Zillow Partnership
August 7, 2022
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
On Opendoor’s Settlement with the FTC
August 1, 2022
It appears that Opendoor has preemptively caved in to the Federal Trade Commission, agreeing to a consent order. As is usually the case, the Complaint
On Opendoor Exclusives
July 5, 2022
Tyler Okland, Stanford-educated surgeon and Opendoor bull, who I interviewed in a Notorious POD a few weeks ago, has published an eye-opening article on Datadoor.io,
Four Horsemen of the Housing Apocalypse, Part 6: New Jerusalem
June 28, 2022
I had originally planned on the Four Horsemen series to be five parts: the four Horsemen, plus a wrap-up laying out the consequences for the
Four Horsemen of the Housing Apocalypse, Part 5: What It All Might Mean
June 23, 2022
At last, we come to the end of this dismal series. While it has been dismal, some of your emails and private messages have been
