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Tag: redfin

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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Proptech’s Q3 2020 Earnings Radar

Proptech’s Q3 2020 Earnings Radar

 The (third quarter) results are in for proptech’s public companies. After the success of our first Earnings Radar for Q2, we are bringing it back for a second spin. Ben Godfrey put together a Q3 earnings overview, specifically for Zillow Group. You can read that here. Without further ado……

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Proptech’s Q2 2020 Earnings Radar

Proptech’s Q2 2020 Earnings Radar

The (second quarter) results are in for proptech’s public companies in 2020. We’re trying something new: synthesizing the most relevant topline information from the sector’s financial reports and balance sheets. It’s safe to say the market remains robust during this time of uncertainty, but the…

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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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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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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 “Tech-Enabled Real Estate Brokerage” Pitch

The “Tech-Enabled Real Estate Brokerage” Pitch

It’s widely agreed upon that the rise of tech-enabled brokerages are one of the major major trends to watch in the real estate industry. Namely, Redfin, Compass, eXp Realty, and NextHome. From an agent perspective, I’m trying to better understand how these new models differentiate from each other….

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iBuyers, iSellers & A Product/Business Idea

iBuyers, iSellers & A Product/Business Idea

It’s no secret there is a consumer shift to faster transactions — on both the buy side and the sell side. Zillow Instant Offers (prior coverage here) and Redfin Now (prior coverage here) are both sell side initiatives I’m bullish on. FlyHomes is offering guaranteed closings on…

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Will VOWs Go the Way of the Dark Ages?

Will VOWs Go the Way of the Dark Ages?

There’s a fantastic article on the topic of VOWs that Inman published last week. It’s written by David Kully, an antitrust partner for Holland & Knight LLP. Mr. Kully worked for 18 years at the Antitrust Division of the U.S. Department of Justice, where he played a central role…

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Why I’m Bullish on Redfin

Why I’m Bullish on Redfin

I’ve written about Redfin before, most recently regarding their IPO and the IDX SEO issue. (disclosure: I own a small number of shares). I spent some time looking at their S-1, looking at their current product, and thinking through their future. They face a hard road strife with many…

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