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Tag: compass

Proptech Earnings Radar – Q3 2024 (Series V, Part VI)

Proptech Earnings Radar – Q3 2024 (Series V, Part VI)

Q3 results are in for proptech’s public companies. We’re back at it, with high-level summaries of the ten companies we deem as the most important players in the broader category. We also included a table covering the top 27 companies in our wrap-up. Results were…

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Calling BS on the Anti-CCP Argument

Calling BS on the Anti-CCP Argument

The assault on Clear Cooperation Policy feels like all the residential real estate industry is talking about over the last couple of months. AREA launched a petition to end it, but the most vocal critic has no doubt been Compass CEO Robert Reffkin. It’s beyond…

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Proptech Earnings Radar – Q2 2024

Proptech Earnings Radar – Q2 2024

Second quarter results are in for proptech’s public companies. We’re back at it, with high-level summaries of the ten companies we deem as the most important players in the broader category… Airbnb Blend Labs Compass CoStar eXp World Holdings NewsCorp / Realtor.com Opendoor ProCore Redfin…

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Proptech Earnings Radar – Q1 2024

Proptech Earnings Radar – Q1 2024

First quarter results are in for proptech’s public companies. We’re back at it, with high-level summaries of the ten companies we deem as the most important players in the broader category… Airbnb Blend Labs Compass CoStar eXp World Holdings NewsCorp / Realtor.com Opendoor ProCore Redfin…

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The Topic No One Will Touch with a Ten Foot Pole

The Topic No One Will Touch with a Ten Foot Pole

[Editor’s Note: Below is the full text of our 200th Weekly Transmission, originally delivered direct to inbox of more than 500 GEM members on January 27th, 2022. Some links included below are to members-only articles.] For our 200th Transmission (wow…that’s a lot), I thought I’d…

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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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The Bear Case for Industry Search & IDX

The Bear Case for Industry Search & IDX

[Editor’s note: We’re trying something new–collaborative thought pieces written by the Geek Estate Mastermind community. The goal is to make the absolute best argument possible, derived from the collective expertise of members. The first two articles are bull and bear arguments for industry search and…

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Real Estate Unicorns and the Green Curtain

Real Estate Unicorns and the Green Curtain

Recent developments surrounding WeWork have brought into question again the future of the two big Unicorns in the real estate industry.   Compass and Opendoor Back in July, this person (me) didn’t think too much about the future of the two big unicorns, Compass and Opendoor….

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“Game of Thrones” comes to the Real Estate Industry – Part 1

“Game of Thrones” comes to the Real Estate Industry – Part 1

There’s been a lot of talk lately about the future of not just the players in the real estate industry but the industry itself. Who wins and who loses in the next several years depends on various combinations of many factors against the backdrop of…

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AI, Tech Platforms, and Shiny Objects

AI, Tech Platforms, and Shiny Objects

AI (artificial intelligence) does work across dozens of industries. Just ask Amazon, Starbucks, Target, and Walmart. What do those four have in common? Years of operational data, the money to invest in such an initiative, and experts in the discipline who know how to balance…

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