[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
Articles filed under Brokers & Agents
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] RE/MAX Q4, 2019: Back to Basics
March 1, 2020
In the aftermath of a disappointing Q3, I wrote: One of my biggest takeaways from this earnings call is how much of the positive spin
[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
What Does Resilience in Real Estate Look Like?
February 14, 2020
One of my favorite people in the industry, Joe Rand, a broker-owner from New York, a corporate lawyer by training, and an amazing singer has
[VIP] Redfin, Q4/2019: Strong Results All Around, and Signs of Surprising Convergence
February 14, 2020
It’s tough to deliver such a fantastic quarter as Redfin did in Q4 of 2019, and for the full year of 2019. I mean, they
[VIP] The Notorious Interview: Scott Martineau, Brad Nix, OfferBarn
February 13, 2020
The first interview of the New Year is with Nick Taylor, VP of Growth at Modus.
African-American Homeownership Lowest Since 1968: What If It’s Not All Race?
February 10, 2020
Happy Monday, everybody! So if you haven’t seen it yet, Inman ran a big article last Friday talking about a statement by Bryan Greene, NAR’s
[VIP] Agents Know iBuyer is For Real
February 6, 2020
As you know, I’m a huge bull on the Market Maker iBuyer concept. You could call me the Cretan Bull on that idea, since I’m
