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Nov 24, 2025

Rocket Companies: Refinance vs Purchase Economics, Leadership Exits & Marketing

Partner Interview
Rocket CompaniesUSLarge CapPennyMac Financial ServicesBank of AmericaJPMorgan ChaseUWMloanDepotRedfinZillowWells FargoNetwork EffectsAuctions & ClassifiedsFinancialsReal EstateCommunication Services
Nov 21, 2025

Rocket Companies: Automation, Rivalry & Culture

Partner Interview
Rocket CompaniesUSLarge CapPennyMac Financial ServicesUWMloanDepotJPMorgan ChaseZillowRedfinWells FargoBank of AmericaNetwork EffectsAuctions & ClassifiedsFinancialsCommunication ServicesReal Estate
Jun 24, 2025

CoStar: Apartments.com Monetization & Growth Limits

Partner Interview
ZillowRedfinCoStar GroupOpendoorZillowRedfinCoStar GroupOpendoorNetwork EffectsAuctions & ClassifiedsCommunication ServicesReal Estate
Jun 18, 2025

Zillow Rentals: Multifamily Monetization Model

Partner Interview
ZillowAppFolioCoStar GroupRedfinOpendoorZillowAppFolioCoStar GroupRedfinOpendoorNetwork EffectsSwitching CostsAuctions & ClassifiedsB2B SoftwareCommunication ServicesReal EstateInformation Technology
Jun 2, 2025

Zillow Rentals: Long Tail Listings

Partner Interview
AppFolioZillowRedfinCoStar GroupOpendoorAppFolioZillowRedfinCoStar GroupOpendoorSwitching CostsNetwork EffectsB2B SoftwareAuctions & ClassifiedsInformation TechnologyCommunication ServicesReal Estate
May 26, 2025

Zillow: Rentals and Apartments.com Competition

Partner Interview
ZillowRedfinCoStar GroupOpendoorZillowRedfinCoStar GroupOpendoorNetwork EffectsAuctions & ClassifiedsCommunication ServicesReal Estate
May 14, 2025

EXP Realty: Real Estate Agent Operations & Economics

Partner Interview
ZillowRedfinCoStar GroupeXp WorldRE/MAXCompassOpendoorZillowRedfinCoStar GroupeXp WorldRE/MAXCompassOpendoorNetwork EffectsAuctions & ClassifiedsCommunication ServicesReal EstateInformation Technology
May 5, 2025

Zillow: The Role of a Multiple Listing Service

Partner Interview
ZillowRedfinCoStar GroupeXp WorldRE/MAXCompassOpendoorZillowRedfinCoStar GroupeXp WorldRE/MAXCompassOpendoorNetwork EffectsAuctions & ClassifiedsCommunication ServicesReal EstateInformation Technology
Apr 29, 2025

Zillow: Agent Commissions & Portal Economics

Partner Interview
ZillowRedfinCoStar GroupeXp WorldZillowRedfinCoStar GroupeXp WorldNetwork EffectsAuctions & ClassifiedsCommunication ServicesReal Estate
Mar 22, 2024

LGI Homes: US Homebuilders Market Dynamics

Partner Interview
LGI HomesUSSmall CapD.R. HortonMeritage HomesCentury CommunitiesLennarPulteGroupRedfinCornered ResourceConsumer DiscretionaryReal Estate
Nov 23, 2023

LGI Homes: Underwriting Process & Quality

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IP Interview
LGI HomesUSSmall CapRedfinPulteGroupNVRLennarD.R. HortonCornered ResourceConsumer DiscretionaryReal Estate

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