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Compass S-1 Deep Dive

Compass S-1 Deep Dive

[Editor’s note: Originally published on the Thomvest Blog.] Compass, a technology-enabled real estate brokerage, filed its S-1 in early March with plans to raise about $550 million as part of an initial public offering. The company updated its S-1 last week to include a share price…

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Zillow Group Q3 Earnings Report

Zillow Group Q3 Earnings Report

Note from the editor: This in-depth analysis first appeared on the GEM, Geek Estate’s private prop tech think tank. Interested in signing up and seeing these articles as soon as they are published? Click Here       Earnings Call Highlights GAAP EPS of $.17,…

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Unpacking Opendoor’s S-4 Filing

Unpacking Opendoor’s S-4 Filing

[Editor’s note: Originally published on the Thomvest Blog.] Opendoor, the nation’s largest iBuyer, is going public. It is doing so via a merger with Social Capital Hedosophia Corp II (NYSE: IPOB), which is a special purpose acquisition company (SPAC) led by investor Chamath Palihapitiya. Opendoor published an investor presentation as…

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Zillbnb

Zillbnb

[Editor’s note: Originally published on Not Boring, a weekly newsletter combining current events, strategy, finance and economics frameworks, and pop culture.] Ancient Athens With Modern Amenities Last year, my wife, Puja, and I decided to search for a house in Athens, New York, right across…

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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…

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Women in PropTech + Unissu

Women in PropTech + Unissu

With today being International Women’s Day, there’s no better day to announce that newly formed Women in PropTech and Unissu are teaming up to champion gender diversity in PropTech.  Women in PropTech (WiPT) will host their inaugural event in New York City on 27 March 2019 with Unissu…

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A Peek Behind the Compass Curtain

A Peek Behind the Compass Curtain

As you know, Compass is a company that both fascinates and confuses me. This weekend, I watched an hour long video from their all-hands gathering in Los Angeles a few weeks ago. It’s a great look into the company and thought it worth sharing. A…

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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…

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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.

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The 2018 Pocket/Off-Market/Coming Soon Landscape

The 2018 Pocket/Off-Market/Coming Soon Landscape

I wrote a post back in May of 2014 about using pocket listings to shift the balance of power away from the MLS. In it, I said this: Everyone trying the pocket listings strategy now, such as @Properties, is doing it between agents. I think a…

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