It’s Time to Think About Triage…
March 20, 2020
I’ve been having a number of conversations with friends over this past week, as the quarantine situation got serious then even more serious. Some of
Articles filed under Futurism for Fun and Profit
Real Estate in the Time of Cholera: The Aftermath, Part 2 – MLS & Associations
March 17, 2020
In Part 1, I looked at the possible aftermath for real estate brokerages in the wake of the current crisis with COVID-19. In this part,
Real Estate in the Time of Cholera: The Aftermath, Part 1 – Brokerages
March 16, 2020
So here we are in the Brave New World of quarantines, lockdowns and barely contained (?) panic. May it be short, as it is simply
COVID 19 and Real Estate
March 11, 2020
I’ve been asked by many of you to offer my opinions on COVID 19 / coronavirus and how it will impact real estate. Obviously, I
[VIP] Realogy, Q4 and Full Year 2019: Darkest Before the Dawn?
March 9, 2020
I realize this is almost two weeks after Realogy reported, but… between international travel and my computer giving up the ghost, it’s been a bit
The Shape of Housing Politics to Come
March 6, 2020
I got my laptop back, finally, after spending three days in intensive care and undergoing surgery. So to celebrate, I thought I’d put up a
Why Antifragile is the Only Way Forward: Zillow Turns the Page
March 2, 2020
Since it’s been a few days since my VIP subscribers got to check out my analysis of Zillow’s Q4 earnings, I wanted to have more
[VIP] The Notorious Interview: John Campbell, Stephens
February 22, 2020
I speak again with John Campbell, Managing Director of Equity Research at Stephens, Inc., a powerhouse regional investment bank and private equity firm based in
[VIP] Zillow, Q4/2019: Turn the Page
February 21, 2020
In the Q3/2019 writeup, I wrote that Zillow is not experimenting, but trying to pivot with great delicacy: My take on Q3 is that Zillow
