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 V.I.P.
Real Estate Brokerages and the Changing Tides
March 3, 2022
As most of you know, I used to do in-depth updates for each of the publicly traded companies in the residential real estate sector. Since
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,
Maybe the Housing Market Will Collapse After All…
February 16, 2022
As readers, listeners of Notorious POD, and people who have heard me present live know, I’m on the record as suggesting that we do not
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
Auctions and Pocket Listings
February 7, 2022
I spent Sunday morning cleaning up some crap in my office. I threw out a bunch of old papers, crap I didn’t even know I
Flight to Safety?
January 24, 2022
Happy (?) Bloody Monday. Seems that as of this writing, the Dow is down over 630 points, NASDAQ down 273 points, and the S&P500 is
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,
Quick Observations on HomeSmart’s IPO
January 12, 2022
Full disclosure: I have had a number of business relationships with HomeSmart in the past, hope to in the future, have spoken and will speak
