Seven Predictions for 2023: The Grime Edition
December 19, 2022
Welcome to yet another edition of the Seven Predictions, sure to be wrong or your money back. (Does not apply to VIP Subscriptions.) This is
Grading Time! The 2022 Predictions
December 13, 2022
Yes, it’s that time of year again. As always, in advance of my 2023 predictions, I like to grade my 2022 predictions and see just
Exploring the Worst Case Scenario: Copycat Litigation & Peculiar Hell for the Local MLS
December 12, 2022
In my last post exploring the worst case scenario from the commission lawsuits (Sitzer, Moehrl), I mentioned that MLSs will be going through their own
Exploring the Worst Case Scenario: On Bankruptcy
December 7, 2022
Had a conversation recently with the CEO of a large MLS who desires anonymity. But who he is is unimportant since the topic is the
[VIP] Redfin 3Q22: Back to the Future
November 21, 2022
I have had to think about Redfin after Q3 of 2022. Redfin has been my favorite brokerage for years now for a few reasons. I
[VIP] 3Q22, Compass: Unique Value Proposition?
November 17, 2022
This will be, I think, relatively brief. Compass reported its Q3/2022 numbers and… well, it’s not good. That was expected since every real estate company
[VIP] Opendoor 3Q/22: I Can See Clearly Now
November 10, 2022
As most of you know, I am a big giant iBuyer bull, which means I am a big giant Opendoor bull. I am long OPEN
[VIP] Zillow 3Q22 Earnings: Lonesome Dove
November 9, 2022
Zillow reported its 3Q/22 results last week and it was one of the most anticipated earnings calls for people following the real estate industry,
[VIP] 3Q22 CoStar Group: The House of the Rising Sun
October 30, 2022
Last year I published a special Red Dot on CoStar after its entry into residential real estate. I subtitled it, “The Rising Sun” for a
