Real Estate // Browsing posts in Real Estate
Apartments.com May See Small Boost With Increased Vacancies (CSGP)
Research Question: How will growing rental vacancies spurred by the lifting of eviction moratoriums and the potential end of federal unemployment stimulus affect Apartments.com? Companies: CSGP, FB, GOOG/GOOGL, RP, Z/ZG By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings CoStar Group Inc.’s (CSGP) Apartments.com is expected to see some increase in […]
CoStar Group’s Apartments.com Idea Proposal (CSGP)
How will the lifting of the moratorium on evictions affect Apartments.com? Report Available: July 23, 2020 Blueshift’s initial research found CSGP’s Apartments.com managing the pandemic well, at least through April. It noted increased revenue, a surge in impressions as residents sheltered in place, and higher year-to-year leads and revenue per listing as higher vacancy […]
Americold Will Successfully Execute its Growth Strategies in a Hot Market (COLD)
Research Question: Can Americold execute its growth strategies to capture significant additional share in the cold storage warehouse industry? Companies: COLD, LW By: David Franklin Click here to download report (.pdf) Summary of Findings Americold Realty Trust (COLD) will continue to execute its growth strategies of acquisition/consolidation, expansion at existing facilities, and greenfield development […]
Americold Idea Proposal (COLD)
Can Americold execute its growth strategies to capture significant additional share in the cold-storage warehouse industry? Report Available: December 18, 2019 Blueshift’s initial research found demand for cold-storage warehousing increasing while the industry is consolidating. COLD and the top competitors in the space have been rolling up the industry with acquisitions and developing new […]
Zillow Offers Growing, But Not Profitable and Threatening Premier Agents (Z/ZG)
Research Question: Will Zillow Offers’ growth trend continue? How is the iBuyer program affecting Zillow’s premier agents? Companies: AMH, BX, NWS, RDFN, RLGY, Z/ZG By: David Franklin Click here to download report (.pdf) Summary of Findings Zillow Group Inc.’s (Z/ZG) Zillow Offers is gaining traction in some markets and flat in others. Continued growth […]
Zillow Idea Proposal (Z/ZG)
Will Zillow Offers’ growth trend continue? How is the iBuyer program affecting Zillow’s premier agents? Report Available: October 30, 2019 Blueshift’s ongoing research found the real estate (r)evolution in full swing. Demand for ZG’s Zillow Offers is increasing and the company is responding with continued expansion to new markets and the creation of a […]
Zillow Offers Will Dominate iBuyer Segment But May Alienate Many Premier Agents (Z/ZG)
Research Question: Will Zillow succeed in shifting its direction to the iBuyer market with its Zillow Offers product? Companies: BRK.A/B, FB, GOOG/GOOGL, INVH, NWS, RDFN, RLGY, Z/ZG By: David Franklin Click here to download report (.pdf) Summary of Findings Zillow Group Inc.’s (Z/ZG) Zillow Offers is on track to become the leading iBuyer because […]
Zillow Idea Proposal (ZG)
Will Zillow succeed in shifting the direction of the company to the iBuyer market with its Zillow Offers product? Report Available: March 21, 2019 Blueshift’s ongoing research found ZG launching Zillow 2.0 to disrupt the real estate market again. ZG is going all-in on its Zillow Offers program, buying, selling and financing homes. This […]
Zillow Offers Will Capture Share of Limited iBuyer Market, But Premier Agent Revenue at Risk (Z/ZG)
Research Question: Is the Zillow Offers program on track to become Zillow’s next growth story, or is the program detracting from the company’s core premier agent business? Companies: BRK.A/B, FB, GOOG/GOOGL, LON:PURP, RDFN, RLGY, Z/ZG By: David Franklin Click here to download report (.pdf) Summary of Findings Zillow Group Inc.’s (Z/ZG) Zillow Offers is […]
Agent Recruitment and Retention Remain Challenges for Realogy (RLGY)
Research Question: Is Realogy losing top agents to competitors like Compass and Redfin, or are the company’s recruitment and retention efforts working? Companies: AMZN, BRK.A/B, EXPI, PRPPF, RDFN, RLGY, Z By: David Franklin Click here to download report (.pdf) Summary of Findings Realogy Holdings Corp. (RLGY) has made little to no progress in its […]
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