Research Question: How do executives at large real estate firms view Zillow’s value? By: Susan Jennings Kantari Companies: MOVE, TRLA, Z Click here to download the report (.pdf) Summary of Findings Nine of 10 sources—all executives at large real estate firms—view Zillow Inc. (Z) as dispensable given its lack of a unique offering amid a sea of […]
Research Question: How will current pricing, capacity and competitive trends affect Equinix, Telecity and Interxion in 2013? By: David Franklin Companies: CBG, COR, CTL, DFT, DLR, EQIX, INXN, JLL, LON:TCY, LVLT, TYO:9433 Click here to download the report (.pdf) Summary of Findings Pricing, capacity and competitive trends will favor Equinix Inc. (EQIX) and Interxion Holding NV (INXN) […]
Research Question: Will the improving trend in home renovations and remodeling provide widespread stimulation of the building supplier market? By: Susan Jennings Kantari Companies: DHI, FNMA, HD, LOW, MAS, SWK, USG, WHR Click here to download the report (.pdf) Summary of Findings Service, material and retail suppliers report year to year growth of as much as […]
Research Question: What read do housing industry suppliers and real estate professionals have on the housing market for 2Q12 and 2H12? By: Susan Jennings Kantari Companies: DHI, FNMA, HD, KBH, LEN, LOW, TOL, WSM Click here to download the report (.pdf) Summary of Findings California housing sales are exploding. Low inventory is creating bidding wars and […]
Research Question: Will the improving Housing Market Index, reduced housing inventory, low mortgage rates and improved lending environment be catalysts for increased new-home starts? By: Reverdy Johnson Companies: DHI, KBH, LEN, MTH, NVR, PHM, RYL, SPF, TOL Click here to download the report (.pdf) Summary of Findings Few changes have taken place in new-home building since […]
Research Questions: Are new commercial construction projects being financed? Is the practice of “extending and pretending” still being widely used? Are commercial foreclosures increasing? By: David Franklin Companies: BAC, FNFG, JPM, MTB, SSFN, USB, WFC Click here to download the report (.pdf) Summary of Findings Commercial construction has not increased since we last checked on the industry […]
Research Question: Do positive March figures for new-home building signify the beginning of an industry turnaround? Which national builder will be first to capitalize? By: David Franklin Companies: DHI, KBH, LEN, MTH, NVR, SPF, TOL Click here to download the report (.pdf) Summary of Findings Demand for new homes has improved slightly in several U.S. pockets, including […]
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