Tag Archives: John Campbell

Maybe the real estate market’s not so screwed after all

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As Trump’s tariffs spark chaos and confusion in the broader economy, some analysts see an opening for real estate companies to outperform other sectors. Continue reading →

‘It’s an arms race’: How portals are adapting to the commission crunch

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The upending of NAR’s cooperative compensation rule is a double-edged sword for Zillow and its rivals, experts told Inman. These are the tools and tactics they’re adopting to suit the moment. Continue reading →

‘The vibe is pretty good’ as first earnings season of 2024 kicks off

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Ahead of Q4 earnings this week and next, analysts are narrowing in on the future — and pleased by lower rates and a healthier economy as it rebounds from the final months of 2023. Continue reading →

Zillow revenue rises in Q4 as Barton touts portal’s ‘household name’

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Despite a slower market, Zillow saw revenue from its residential, rental and mortgage business rise in the fourth quarter of 2023, according to an earnings call Tuesday. Continue reading →

Will Q3 earnings keep real estate mired in a ‘Groundhog Day’ loop?

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Real estate companies have been trapped in a repeating cycle of bad financial quarters. Will this latest round of earnings break the loop, or is the industry doomed to relive it? Continue reading →

In crucial Q2, real estate separated wheat from the chaff: Intel analysis

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The biggest publicly traded brokerages and tech companies significantly slashed losses in the second quarter, restoring investor confidence, according to an exclusive Intel analysis of Q2 earnings data. Continue reading →

A stock analyst reveals the 2 big winners from Q2 earnings season

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Among the publicly traded real estate enterprises to release second-quarter earnings reports this month, two companies stood out for John Campbell, a managing director at analytics firm Stephens. Continue reading →

The portal wars: Can any challenger seize the throne from Zillow?

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Zillow has the most traffic, according to an analysis by Intel, but at least one rival is growing rapidly in what one observer compared to a Game of Thrones-style gauntlet run. Continue reading →

CoStar will not acquire portal Realtor.com after all

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Buying Realtor.com was viewed as a potential way for CoStar to take on Zillow. But CoStar CEO Andy Florance said Tuesday that his company would instead focus on its Homes.com business. Continue reading →

Cost cutting and existentialism: What to expect from earnings

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Large publicly traded real estate companies are about to share their numbers from the most brutal quarter in years. Analysts are bracing for the worst — and watching to see who can thrive. Continue reading →