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Report Update: FivePoint Holdings’ Newhall Ranch Escapes Rye Fire; Development Still on Track (FPH)
Research Question: Are FivePoint Holdings’ three major development projects on track to meet their stated timelines and milestones? Companies: FPH, LEN By: Reverdy Johnson Click here to download (.pdf) Summary of Findings FivePoint Holdings LLC’s (FPH) Newhall Ranch development escaped the Rye Fire in Santa Clarita relatively unscathed, according to two local officials and […]
Zillow’s 2018 Growth Potential Is Strong; CFPB Battle Bears Watching (Z/ZG)
Research Question: Are there any headwinds that will slow Zillow’s growth in 2018? Companies: AMZN, CLGX, FB, GOOG/GOOGL, NWS/NWSA, RDFN, Z/ZG By: David Franklin Click here to download report (.pdf) Summary of Findings Zillow Group Inc.’s (Z/ZG) 2018 growth trajectory will not be slowed by any current or potential headwinds, according to eight of […]
Report Update: Internet Listing Service Performance Declining Despite Increased Spending (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 A top-10 multifamily management company is experiencing declining performance from its Internet Listing Services (ILS) […]
Zillow Idea Proposal (Z/ZG)
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 […]
FPH’s Three Developments on Schedule with No Expected Delays (FPH)
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. […]
FivePoint Holdings Idea Proposal (FPH)
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 […]
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 […]
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