Zillow

Today, less than 1% of homes are sold online. At Loup, we believe it’s a function of time before the majority of homeowners sell their homes online. This transition begins with consumer awareness that iBuying is even an option for…

We’ve written in the past that Zillow’s success in iBuying is in part dependent on the credibility of the Zestimate. That’s because pricing transparency is core to the iBuying experience, given homeowners initially anchor their decision to sell based on…

Last month, Zillow CEO Rich Barton commented, “When you’re used to legacy business models it’s hard to imagine how much things will change when liquidity increases by reducing friction and increasing transparency.” We’ve seen liquidity transform other markets like Uber…

Gene and Doug conclude the recent significant Zillow & Opendoor sell-off was in part triggered by margin concerns, and why Loup continues to be a long-term believer in iBuying, and remains invested in the companies.

Gene is joined by Minneapolis realtor, Michael Stotesbery, to hear why realtors believe the Zestimate “doesn’t have a backbone.” Loup is an investor in Zillow.

Over the past week we’ve received emails from real estate professionals expressing skepticism about Zillow Offers using the Zestimate as a live offer to homeowners. The concern is that the Zestimate, fundamentally an algorithm, is inferior to a human at…

Zillow has taken a meaningful step toward its ambitious price transparency goal, which is a critical piece of the iBuying adoption puzzle. The company made it official that it will start standing behind the Zestimate as an initial cash offer…

Zillow’s December results are evidence that the company is transforming residential real estate. Zillow beat expectations across the board and raised guidance for March. Most impressively, all indications suggest the company’s true growth driver, Zillow 2.0, a transaction-based model, is…

Gene, Doug and Will go beyond the Zillow December earnings and outline the five year investment case for the company. Loup is an investor in Zillow.

Zillow reports its December quarter on Wednesday, February 10th. We believe Zillow is one of two companies (along with Opendoor) best positioned to disrupt residential real estate. Our opinion is that over the next 5 years, Zillow and Opendoor can…

Gene, Doug and Will talk about why Zillow and Opendoor are well-positioned to capitalize on the next massive market transformation: iBuying. Loup is an investor in Zillow and Opendoor.

Residential real estate represents one of the largest markets that is virtually untouched by technology today. There are about 140M homes in the US, with a combined value of $33.6T. Each year there are roughly 5.4M residential real estate transactions, triggering…