iBuyers and Brokers: A Rebuttal to Mike DelPrete
June 11, 2020
After the past week, it is rather delightful to be writing about real estate issues for a change, rather than big social questions and difficult
Articles filed under Zillow
Thinking Through Platforms in Real Estate, Part 2: Contenders
June 1, 2020
In Part 1, we looked at what a Platform in real estate might look like, having been inspired by Ben Thompson at Stratechery who talked
Thinking Through Platforms in Real Estate, Part 1: Definitions
May 28, 2020
Ben Thompson at Stratechery is a great read, and he really does get my gears turning. Today’s email/post is particularly interesting as it raises some
[VIP] Zillow, Q1/2020: Not Going Back
May 11, 2020
One of my favorite moments in recent earnings calls came when Glenn Kelman, CEO of Redfin, used the phrase “delayed blast fireball” in an actual
iBuyer Will Return With a Roar: Why Opendoor Might Have Laid Off People
April 20, 2020
Since my last quick take on this, I have had more time to investigate, research, and talk to a wide variety of people from the
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] 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
[VIP] Let’s Chat About hiQ Labs v. LinkedIn
February 7, 2020
It’s good to be home and be able to write and think out loud on issues that might impact the industry. It’s doubly good to
[VIP] Q4/2019 iBuyer Comparison: Phoenix Market – Zillow, Opendoor, Offerpad
February 4, 2020
In the next couple of weeks, we’ll get earnings releases from Zillow. I wish we get earnings reports from Opendoor and Offerpad, but… hey, we
