Company News & Analysis

Latest articles

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 »
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…

Read Article »
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…

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 »
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…

Read Article »
Geek Estate Mastermind Newsletter #41 – A Future Looking Back on Zillow Offers & A Strategic Mistake, and Over Romanticizing the Status Quo

Geek Estate Mastermind Newsletter #41 – A Future Looking Back on Zillow Offers & A Strategic Mistake, and Over Romanticizing the Status Quo

Last week, I imagined a world where Zillow Offers is the greatest strategic mistake in the company’s history. Flipping houses directly adds significant operational complexity utilizing on the ground employees and contractors, with low margins. Was their original entry to the market, a marketplace enabling…

Read Article »
The Problem with Compass: “We’re About the Agent”

The Problem with Compass: “We’re About the Agent”

During one of the Hacker Connect sessions, Maëlle Gavet from Compass said the following: It’s about the agent. That, right there, is my problem with Compass. They are catering to the real estate agent. As long as that’s the case, they aren’t really changing anything. At…

Read Article »
Crowdfunding Opportunity Across the Atlantic: emoov

Crowdfunding Opportunity Across the Atlantic: emoov

emmoov.co.uk, which we profiled with a founder interview, is crowdfunding. You can learn more about the opportunity by watching the video embedded below:  The campaign has 30 days left, and are already oversubscribed. It seems crowdfunding international estate agencies is indeed alive and well….

Read Article »
Google Maps and a Coming Crisis for Real Estate Techies

Google Maps and a Coming Crisis for Real Estate Techies

I have a prediction: many developers are going to get caught with their pants down when Google Maps APIs become significantly more expensive come June (see this article and here). It’s blatantly obvious Google Maps is the best product. However, at some point, price will be prohibitive for…

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.