Real Estate // Browsing posts in Real Estate
Apartments.com’s Dominance Secure in 2017; Challenges Ahead (CSGP)
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 […]
Subprime Lending Idea Proposal
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 […]
Bank of the Ozarks Is Aggressive But Not Reckless in Key Markets (OZRK, HOMB)
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 […]
Premier Agents Will Drive Growth for Zillow Despite Negative Views and Concerns (Z, ZG)
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 […]
Multi-Family Construction Lending Idea Proposal (HOMB, OZRK)
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 […]
Zillow Idea Proposal (Z, ZG)
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 […]
CoStar’s Apartments.com Continues Leading Role in the Top-Tier Rental Market (CSGP)
Research Question: Is CoStar’s Apartments.com the best platform for advertising and returns for rental property managers? Companies: APPF, FB, CSGP, GOOG/GOOGL, Z By: David Franklin Click here to download report (.pdf) Summary of Findings CoStar Group Inc.’s (CSGP) com is a top-performing internet listing service (ILS) and is an important part of a multifaceted […]
Zillow Can’t Sustain ARPA Growth Rate But Is Still the Leading Real Estate Site (Z)
Research Question: Can Zillow sustain its gains in average revenue per account? Companies: FB, GOOG/GOOGL, NWS/NWSA, TWTR, Z By: David Franklin Click here to download report (.pdf) Summary of Findings Zillow Group Inc.’s (Z) average revenue per account (ARPA) will be flat, according to seven Zillow premier agents and five executives whose real estate agencies […]
Zillow Idea Proposal
Are Zillow’s gains in average revenue per account sustainable? Report Available: September 22, 2016 Blueshift’s ongoing research shows Zillow continuing to be the go-to site for real estate buyers, renters, and sellers. The average revenue per account rose 43% year to year. However, the headcount of agent advertisers has been flat or even […]
No Meaningful Growth for RealPage Until New and Updated Software Is Released
Research Question: Will RealPage improve organic growth with existing and prospective customers? Companies: APPF, CLGX, CRM, LON:SGE, MSFT, N, ORCL, RP By: David Franklin Click here to download the report (.pdf) Summary of Findings Organic and new customer growth will elude RealPage Inc. (RP) until it launches new and updated products later this year. Eleven of […]
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