Research Question: Can CoStar’s Apartments.com maintain its dominance in the ILS market despite fierce competition and a low barrier to entry? Companies: CSGP, FB, GOOG/GOOGL, RP, Z By: David Franklin Click here to download report (.pdf) Summary of Findings A top-10 multifamily management company is experiencing declining performance from its Internet Listing Services (ILS) […]
Are there any headwinds that will slow Zillow’s growth in 2018? Report Available: December 6, 2017 Blueshift’s ongoing research on Z finds the company continuing to grow its lucrative premier agent advertising program which now accounts for 78% of its revenue. Home buyers and sellers continue to visit Z-branded sites and reinforce their dominance […]
Research Question: Are FivePoint Holdings’ three major development projects on track to meet their stated timelines and milestones? Companies: AMZN, FPH, LEN, TOL By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings All three of FivePoint Holdings LLC’s (FPH) major development projects are on schedule to meet their timelines and milestones. […]
Are FivePoint Holdings’ three major development projects on track to meet their stated timelines and milestones? Report Available: November 8, 2017 Blueshift’s initial research showed FPH with three major mixed-use development projects in various states of progress all receiving good news with regard to approvals lining the way closer to project completion. While […]
Research Question: Can CoStar’s Apartments.com maintain its dominance in the ILS market despite fierce competition and a low barrier to entry? Companies: CSGP, FB, GOOG/GOOGL, RP, Z By: David Franklin Click here to download report (.pdf) Summary of Findings CoStar Group Inc.’s (CSGP) com will continue to dominate the internet listing services (ILS) market […]
Has tighter underwriting isolated the subprime lending problems to 2015 vintages? Are 2017 risk-adjusted returns looking attractive? Report Available:July 20, 2017 Blueshift’s initial research shows the subprime lending industry and auto dealers signaling the end of the subprime lending bubble. Recent loan default metrics have declined for mortgages and auto loans. In addition, the […]
Research Question: Are Bank of the Ozarks and Home Bancshares taking on outsized risk in order to gain share in the New York City and South Florida multifamily and condo construction markets? Companies: ARI, BAC, BK, BXMT, COF, CSE, EPA:KN, HOMB, ISBC, JPM, LADR, MTB, OZRK, PACW, STWD, TD, VNO, WFC By: Seth Agulnick Click […]
Research Question: Will premier agent spending continue to drive growth for Zillow in 2017? Companies: BRK.A/B, FB, GOOG/GOOGL, NWS/NWSA, RLGY, TWTR, Z By: David Franklin Click here to download report (.pdf) Summary of Findings Zillow Group Inc.’s (Z) growth trend will continue this year, according to 14 of 20 sources. Eleven of the 14 […]
Are Bank of the Ozarks and Home Bancshare taking on outsized risk in order to gain share in the NYC and south Florida multi-family and condo construction markets? Report Available: April 6, 2017 Blueshift’s initial research found OZRK and HOMB expanding through strategic acquisitions of other banks and new loans, especially in the multi-family […]
Will Premier Agent spending continue to drive growth for Zillow in 2017? Report Available: March 29, 2017 Blueshift’s initial research shows Z winning the battle for consumer visits to their websites and continuing to attract real estate agents to their Premier Agent program, where they are willing to consistently increase their advertising spending. Headwinds […]
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