[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…

[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…

[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…

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….

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…

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…

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…

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…

A few weeks ago, I shared the news that Compass was entering the Seattle market. The wait is over — they’ve opened their doors, via a partnership with Northwest Group Real Estate. I’m anxious to watch how Compass positions themselves in the Seattle market over the next 12-24…

Tech enabled real estate brokerage darling Compass recently entered the Chicago market. Clearly, the local brokerage community noticed. Baird & Warner put an ad in the paper (via Geek Estate mastermind member Eileen of Truepad): @Properties put up the following billboard (via Eileen at Truepad via…