New Models in Real Estate Tech

I've conducted extensive research and analysis on the world of real estate tech. My 2023 Real Estate Tech Insights Report covers the trends and themes shaping real estate tech globally. I've also written a deep analysis of Opendoor and the iBuyer business model.

The 2023 Real Estate Tech Insights Report

A 180+ slide presentation where I take a global view of emerging models in real estate that are changing the way consumers buy and sell houses. 

Inside Compass: A Strategic Analysis

My epic, five-part Compass analysis in one easy to read whitepaper. Download the free PDF and enjoy!

Articles & Analysis 

Featured
Post-Settlement, Buyer Agent Commissions Remain Unchanged
Post-Settlement, Buyer Agent Commissions Remain Unchanged
Portals, Disruptors, and Investing for Mortgage Growth
Portals, Disruptors, and Investing for Mortgage Growth
To Cumulative Or Not To Cumulative, The Pacaso Story
To Cumulative Or Not To Cumulative, The Pacaso Story
Portal War ‘24: What $1 Billion in Advertising Buys You
Portal War ‘24: What $1 Billion in Advertising Buys You
Cash Flows of the Rich and Famous
Cash Flows of the Rich and Famous
Secret Shopping: 47% of Online Property Inquiries Are Ignored
Secret Shopping: 47% of Online Property Inquiries Are Ignored
My New Keynote: Probably
My New Keynote: Probably
Debt, Debt, Debt, Debt, Debt
Debt, Debt, Debt, Debt, Debt
Cash Flow is King
Cash Flow is King
Investing for Growth: Zillow and Redfin in Mortgage
Investing for Growth: Zillow and Redfin in Mortgage
Skyrocketing Delistings and the Pricing Imbalance
Skyrocketing Delistings and the Pricing Imbalance
Mixed Messages in the Market
Mixed Messages in the Market
The Highest Paid Execs in Real Estate
The Highest Paid Execs in Real Estate
The DelPrete Probability Paradox
The DelPrete Probability Paradox
Profitability as Proxy for a Healthy Business Model
Profitability as Proxy for a Healthy Business Model
Agent Migration and the Power of New
Agent Migration and the Power of New
Learning From A New Generation of Brokerages
Learning From A New Generation of Brokerages
Positive Signals for Compass & The Market
Positive Signals for Compass & The Market
The Great Disruptor Hibernation Continues
The Great Disruptor Hibernation Continues
Redfin: High Debt, Low Cash, and Unprofitable
Redfin: High Debt, Low Cash, and Unprofitable
Agent Migration and Brokerage Transformation Continues
Agent Migration and Brokerage Transformation Continues
The Real Estate Tech Insights Report
The Real Estate Tech Insights Report
Visualizing Existing Home Sales
Visualizing Existing Home Sales
Zillow Still Crazy About Mortgages
Zillow Still Crazy About Mortgages
Industry Evolution Continues During a Receding Tide
Industry Evolution Continues During a Receding Tide
The Last Mile Problem
The Last Mile Problem
Compass’ Cash Crisis Closes
Compass’ Cash Crisis Closes
Pandemonium
Pandemonium
Brokerage Profitability
Brokerage Profitability
Agent Compensation at the Top U.S. Brokerages
Agent Compensation at the Top U.S. Brokerages