JP Morgan on CoStar’s Residential Strategy
March 14, 2022
A reader sent along a short note that JP Morgan wrote after a meeting with CoStar “where management outlined the strategy for residential real estate
Articles filed under Technology
Q4/2021 and FY 2021: Opendoor Blows the Doors Open
February 28, 2022
Opendoor reported its Q4 and full year 2021 earnings last Thursday, and I needed to take some time to think through things. Long story short,
Zillow Q4 & FY2021: Zillow Becomes Scott Pilgrim
February 13, 2022
I think it’s safe to say that I was reeling in a bit of shock and disappointment last quarter, when Zillow abruptly quit the iBuying
Why Haven’t Construction Costs Come Down?
January 28, 2022
I’ve got a packed afternoon, but wanted to get this up for your weekend reading pleasures. It’s mostly me looking at some data and asking
Privacy and Real Estate
January 26, 2022
It’s late at night. I do my best thinking right about now, when most sane people are asleep in their beds. And one topic that
Notorious POD, Ep 32: Musings on AVMs and Appraisers
January 19, 2022
Musings is a solo version of the Notorious POD in which I think out loud about issues in the economy, technology, and real estate industry.
Technology Deflation and Real Estate Business Models
January 17, 2022
Last week, I had what was probably my fifth conversation of the week with a proptech-brokerage-disruptor startup that went something like this: Save somebody (consumers,
Notorious POD, Ep 28: 2022 Predictions with Brian Adams of Hooquest
January 3, 2022
Happy 2022! May it be infinitely better than 2021 was! I thought to kick this year off with a podcast making predictions… or more accurately,
Crypto, Blockchain, Bitcoin, NFT, Metaverse — These Things Are Not the Same
January 1, 2022
For the first post of the New Year, I thought I’d start with something I expect to have to refer back to periodically throughout 2022.
