'Unfiltered' podcast: The Wall Street perspective on real estate
Watch the conversation with analyst John Campbell as he offers his take on top real estate companies. Who has momentum — and who’s come to a “screeching halt”?
NextHome CEO James Dwiggins has emerged as a significant voice on the topics that are shaping the real estate industry: lawsuits, innovation, leadership. But Dwiggins doesn't just answer questions, he asks them of guests on Real Estate Insiders Unfiltered, his podcast with Keith Robinson, NextHome's chief strategic officer.
On this week's episode of Real Estate Insiders Unfiltered, equity analyst John Campbell breaks down the financial health of publicly traded real estate companies from Anywhere to Zillow.
Watch now to learn more: Campbell notes that it's a tough environment for consumers and the industry alike, and he puts himself in the "higher for longer" camp when it comes to interest rates. He thinks consumers are resilient — but what about companies?
Can RE/MAX keep pace when agent count is "on a perpetual slide"? After years of rapid growth, "the party just stopped" at eXp — where do they go next? Real is "blowing everybody out of the water" — but could it be shiny-object syndrome? Is Redfin in the best position post-settlement? And what about the portal giants?
"Zillow and CoStar — the combination of those two is probably 75% of my face time with investors. It is a very important popular topic right now."
The views, thoughts and opinions expressed in the Real Estate Insiders podcast belong solely to the podcast creators and guests, and not Real Estate News.