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,
Articles filed under Opendoor
Seven Predictions for 2022: Fresh Sounds of Jamaica Edition
December 21, 2021
Welcome to yet another edition of the Seven Predictions, sure to be wrong or your money back. This is one of my favorite annual traditions
Defender of the Faith: iBuying Will Dominate
November 14, 2021
Three years ago, I wrote a post titled, “The Case for iBuyer Becoming the Default.” It came up in my social media feeds, thanks to
Project Ketchup: iBuying Is Just Fine, Zillow Was Not
November 10, 2021
I’m still traveling around the country, but wanted to jot something down real quick from a random hotel room in Houston. Based on this story
Brief Musings on Zillow Offers
October 30, 2021
I was asked multiple times over the last few days about Zillow pausing its iBuying business, over email from some of you and in person
[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] Opendoor Technologies, Q4 and Full Year 2020 Results: Guess Who’s Back
March 11, 2021
Opendoor reported its Q4 and full year 2020 results a week ago, and I couldn’t get to looking closer at them until now. What I’m
Money Supply, Asset Bubble & iBuyers, Part 1: Lessons from the North
January 11, 2021
After my last VIP post about money supply and possible asset bubble (?) in housing, I got a couple of emails from people asking what
The Seven Most Interesting People in Real Estate in 2020: The Unprecedented Edition
December 17, 2020
Welcome to the fifth installment of an annual tradition around here: the Seven Most Interesting People in Real Estate, the 2020 Pandemic Edition. This was
