The Metaverse Is the Future: The Office is Dead. Long Live the Office.

A few nights ago, Sunny and I were talking about the Metaverse. As a former MMO gamer, I posited that it will be the future of the workplace. As someone who had a social life and dated in high school, Sunny thought otherwise. Turns out, she just couldn’t see herself piloting a little cartoon character … Read more

Q3/2020, Redfin, Realogy, eXp: Tide is High

Q3 was by all measures a bangin’ quarter, as my wife Sunny might say, for most of the companies in residential real estate. I already wrote about Zillow’s amazing Q3 results, and I thought I would tackle the three major brokerage companies (sorry, Fathom, I’ll get to you as well eventually) that are publicly traded. … Read more

Seven Predictions for 2019: K-Pop Edition

[Posted earlier at Inman News; now that it’s actually 2019, figured it was safe to post to my site for posterity.] So it turns out that I started doing musical themes in 2011 with the Techno Edition for 2012. I’ve done great music (like Alison Krauss and Union Station) to hair-curlingly cringey music (like the … Read more

A Note on eXp and Margins

Happy Friday, everybody. I’m deep in the heart of final edits on the June Red Dot report, tentatively titled “Zillow, Redfin, Realogy: The Shape of Things to Come” so haven’t been blogging as much. But in writing the June report, I looked at eXp in some detail as a comparable. In future reports, I may … Read more