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Communications
New CEO Spencer Rascoff is a high-capacity multi-tasker primed to rebuild consumer trust and female engagement. He served as CEO of Zillow from 2010-2020, scaling the business into the leading US online real estate platform. While not a product visionary himself, he is a detail oriented entrepreneurial risk taker who will inculcate a faster paced culture of innovation at MTCH. Rascoff has a knack for emphasising authentic user experience over monetisation (short-term) with an eye towards building a more trusted relationship with customers. Paragon’s analysis includes interviews with 7 former senior executives who worked with Rascoff for more than 85 years combined.
Residential Real Estate: A deep dive into various cases plaguing the industry, buyside exposure and much more
Real Estate
GHRA 1) Examines the two most pressing class action lawsuits facing the industry (Sitzer/Burnett & Moehrl), which will likely determine the fate of secondary cases. 2) Explores the dynamics of eight other class action lawsuits across the US. 3) Compiles buyside exposure across a half dozen companies. 4) Runs sensitivity analyses to illustrate how topline challenges could impact EBITDA for Compass, Redfin and Zillow. 5) Analyses commentary from more than a dozen management teams to provide investors an in-depth view into how the US residential real estate industry is grappling with what could be the biggest regulatory-induced business model change GHRA has come across.
Time to take note of Homes.com’s rapid web traffic share gains
Real Estate
While many investors have probably just focused on the Big 3 online real estate portals (Zillow, Redfin & Realtor.com), GHRA believes it's now time to focus on the Big 4 as Costar’s Homes.com has been aggressively growing its web traffic share. Key highlights from their report include: 1) Homes.com accounted for 10.4% of web traffic in Sep, +c.900bps Y/Y. 2) Homes.com's 44% paid mix last month represents a 25-point Y/Y increase, materially above the 1-point increase at both Z & RDFN and 2-point increase at Realtor.com. 3) Homes.com's paid clicks have grown at a significantly faster rate than non-paid clicks (17x vs. 5x).
