Mike DelPrete analyzes that near-monopoly the most prominent portals have in their markets and how that translates into pricing power
Dec 2
While portals spend billions to win their wars, Mike DelPrete questions whether it's possible for anyone to win on the ultimate metric: revenue
Nov 25
In line with Intel's own findings, analyst Mike DelPrete sees that consumers still value buyer agent services the same as before Aug. 17
Nov 20
The companies that can afford to, including Zillow, are aggressively growing MLO headcount in order to capture future market share, Mike DelPrete writes
Nov 14
Opinion
Industry analyst Mike DelPrete writes that manipulating the display of data has the potential to mislead individual retail investors, eroding long-term trust
Oct 11
Portals remain some of the most profitable businesses in real estate, while brokerage company profitability is more business model-dependent
Aug 27
By its definition, real estate is a high-churn business, according to Mike DelPrete, which offers the potential for massive shifts in brokerage revenue year-to-year
Aug 5
Those businesses generating free cash flow are best-positioned for growth, shareholder returns and value-added new ventures, Mike DelPrete writes
Jul 1
Even in a down market, companies can uncover key insights to grow market share, Mike DelPrete writes, as long as they have the cash to invest
Jun 10
Sky-high numbers of delistings and price corrections may mean that buyers have finally had their fill of homes that are priced too high, according to Mike DelPrete
May 30
Estimates of Homes.com’s traffic suggest it's additive to the market and not affecting other portals’ traffic, Mike DelPrete writes. However, that’s not to say it won’t affect their businesses
May 17
While 2024 is looking like more of the same down market, leading indicators may point to happier days ahead, according to Mike DelPrete
May 2
Industry expert Mike DelPrete looks at CEO compensation for some of the biggest names in real estate and how it relates to company performance
Apr 24
Getting distracted by remote possibilities in the face of uncertainty keeps you from focusing on the facts, writes Mike DelPrete
Apr 8
Mike DelPrete lays out the case for a variety of financial metrics and argues that, at the end of the day, a business eventually needs to make money
Apr 1
As the industry continues to shift gears, Mike DelPrete writes, agents are looking for greener pastures by moving to younger, more agile brokerages that offer new opportunities
Mar 18
It’s a transformative time in the industry, Mike DelPrete writes, and now is an opportunity to pause, step back, critically evaluate and use the moment to get smarter
Mar 7
Zillow is diversifying its revenue along the transaction — what it calls its super app — and is outperforming a depressed market, Mike DelPrete writes
Mar 1
Mike DelPrete examines how the number of mortgage loan originators on staff at disruptive mortgage companies can offer a leading indicator of financing demand
Jan 26
According to Mike DelPrete, high debt, low cash and a lack of profitability in its business model call into question Redfin's current trajectory and its plans for the future
Dec 12