From Drew Meyers of GEM: Co-Opting Inventory
June 10, 2021
[Editor’s Note: PadSplit’s Atticus LeBlanc was the guest on Episode 4 of The Blueprint Sessions. This is the accompanying essay, originally published as a members-only
Articles filed under V.I.P.
The Implications of Financial Investors in Real Estate
May 26, 2021
Last month, I wrote a post wondering what financial investors might be thinking and noted that the post was almost entirely speculation: Yet, every single
EXPI Q1/2021: A Contender for the Iron Throne?
May 24, 2021
Last quarter, which included the full year 2020 results, I wrote that EXPI turned the corner and is now the most serious competitor to most
[VIP] Compass Q1/2021: Building a Better Realogy?
May 17, 2021
At long last, Compass has reported on its first full quarter of operating as a public company. This is a moment I have been waiting
[VIP] Realogy, Q1/2021: Tastes Great, Less Filling
May 16, 2021
Here in Q1 of 2021, I’m beginning to detect a certain pattern when it comes to trying to analyze earnings calls to see where the
[VIP] Opendoor Q1/2021: The Flywheel is Spinning Up
May 12, 2021
When Opendoor reported its 2020 results, I was so impressed that I went out and broke my own self-imposed rule and bought some shares. It’s
[VIP] Redfin, Q1/2021: The Return of the Rabid Squirrel?
May 7, 2021
In my last analysis of Redfin, I wrote that Redfin has to decide who it wanted to be. It was stuck in a “larval stage
Zillow, Q1/2021: Crossing the Chasm
May 6, 2021
This is going to be a relatively short post. Frankly, because I’ve run out of ways to say the same thing quarter after quarter. If
A Healthy Housing Market?
April 26, 2021
According to Google Trends, consumer’s interest in learning about a potential “housing bubble” is back at its rolling 12-month high. Given my recent speculation about
