Big Picture

Latest articles

Cities and Zoning: the Conundrum

Cities and Zoning: the Conundrum

Tim Hedberg from Motivo produced a short documentary about the exodus of families from urban centers like Seattle and the role zoning plays in that trend. While zoning is intended to create more affordable housing in large cities in response to growing demand, many families are being priced out…

Read Article »
COVID-19, Real Estate and Living Through History

COVID-19, Real Estate and Living Through History

[Editor’s note: Originally published on Union Street Media.] This week feels like we are living through history. Last week at this time, I was in Las Vegas for the Leading Real Estate Companies of the World Conference.  Today, I’m writing to you from my attic.  So…

Read Article »
Technology Can’t Turn Red Into Black (Part 2)

Technology Can’t Turn Red Into Black (Part 2)

Is Red really the new Black? It’s a catchy phrase and it reflects the apparent sentiment of some of the bigger players and their backers. Along with the other term used in the same discussion, “sustained unprofitability”, it posits that Success in the real estate…

Read Article »
Technology Can’t Turn Red Into Black – Part 1

Technology Can’t Turn Red Into Black – Part 1

It isn’t the same as turning lead into gold but the latest talk about red and black in the real estate industry is still nice fodder for the pundits even if it doesn’t really reflect reality. Second quarter earnings announcements and SEC filings were released…

Read Article »
“Game of Thrones” comes to the Real Estate Industry – Part 2

“Game of Thrones” comes to the Real Estate Industry – Part 2

Crystal Ball Time These are not hard and fast forecasts for the industry, just possible future scenarios with a percent probability (assigned by yours truly) based on the previously noted factors in Part 1. Two huge disclaimers: The pending legal actions could magnify, distort, or…

Read Article »
A Look Forward to 2019: M&A Marks the Spot

A Look Forward to 2019: M&A Marks the Spot

[Note from editor: We publish a Weekly Transmission for Geek Estate Mastermind members that consists of long form articles covering the spectrum from shipping container co-living spaces to the battle for listing acquisition in the first iBuyer world war. Below is a preview of this month’s sample Transmission,…

Read Article »
Are Teams Eating Real Estate?

Are Teams Eating Real Estate?

[Editor’s note: Originally published on Medium] Some Questions Industry Leaders Might Consider In August, 2011, venture capitalist Marc Andreessen coined the phrase “software is eating the world” in an iconic article published in the Wall Street Journal. In it, he put out a theory that we…

Read Article »
Ready Player One – What’s real is REal

Ready Player One – What’s real is REal

Have you ever walked a home the second time with a client and it just all clicks? Perhaps on the first showing day you all liked the home, it struck a chord but your client hadn’t really let themselves fall just yet. Tense, nervous energy…

Read Article »
Why I’m Bearish on Redfin (Part I)

Why I’m Bearish on Redfin (Part I)

Disclaimer: I have worked with many Redfin agents, many of whom are great at what they do, and who are a joy to work with. This is not a commentary on Redfin’s agents’ performance. This is an observation of the overall consumer experience that Redfin…

Read Article »
The Next Revolution in Real Estate, with Spencer Rascoff

The Next Revolution in Real Estate, with Spencer Rascoff

Zillow’s CEO, Spencer Rascoff, recently did an interview at the Yahoo Finance All Markets Summit in New York. The video is below, for those curious folk.

Read Article »

Brought to you by...

Discover an exclusive, objective lens into the trends, companies, people, and ideas shaping the future of real estate and the broader built world.

Curated news and commentary. Thesis-driven essays. Sector analysis & product reviews.