Opendoor 1Q2022: The King is Dead, Long Live the King
May 8, 2022
[NOTE: I am long OPEN and have been for a while as the self-proclaimed Biggest Bull on Market Maker iBuying in the World. None of
Articles filed under Technology
Connecting Dots: Zillow, CoStar, Realogy and the Battle for Brenda
April 21, 2022
I’m not at Inman New York for a variety of reasons, and apart from a hot karaoke night, I’m not feeling the FOMO yet. However,
A Very Real Use Case for the Metaverse
April 6, 2022
A recent conversation over at GEM (Geek Estate Masterminds) inspired me to look into something. That something turns out to be a very real use
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
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,
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
Why Haven’t Construction Costs Come Down?
January 28, 2022
I’ve got a packed afternoon, but wanted to get this up for your weekend reading pleasures. It’s mostly me looking at some data and asking
Privacy and Real Estate
January 26, 2022
It’s late at night. I do my best thinking right about now, when most sane people are asleep in their beds. And one topic that
Notorious POD, Ep 32: Musings on AVMs and Appraisers
January 19, 2022
Musings is a solo version of the Notorious POD in which I think out loud about issues in the economy, technology, and real estate industry.
