
JP Morgan on CoStar’s Residential Strategy
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
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
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,
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
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
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
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.
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,
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,
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.
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