Podcasts about costar group

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Best podcasts about costar group

Latest podcast episodes about costar group

The Folo by Travel Weekly
Why U.S. hotels are performing so well right now

The Folo by Travel Weekly

Play Episode Listen Later Jun 15, 2026 36:17


You might be surprised to hear it given some of the economic and geopolitical news this year, but the big news from the NYU International Hospitality Industry Investment Forum was a presentation from Jan Freitag, the national director of hospitality analytics at CoStar Group, and Adam Sacks, president of Tourism Economics, that significantly revised upward their 2026 U.S. hotel forecasts from earlier this year. For this conversation we’re turning to Freitag and Travel Weekly hospitality editor Christina Jelski to review the new forecast and what’s driving the rosy outlook. We talk about the current shape of the economy, interest in domestic travel, the enduring stability of the upper-end and luxury segment. And as the FIFA World Cup kicks off, we take yet another look at demand around the match cities and how some industry watchers may have been missing the story. This episode was recorded June 12 and has been edited for length and clarity. Episode sponsor This episode is sponsored by Brendan Vacations https://www.brendanvacations/com/traveladvisors Related links Early numbers brighten the 2026 forecast for U.S. hotels https://www.travelweekly.com/Travel-News/Hotel-News/Early-numbers-brighten-2026-forecast-US-hotels Hotel data firms deliver good news at NYU event https://www.travelweekly.com/Travel-News/Hotel-News/Industry-groups-unveil-revised-2026-US-hotel-forecast Hotel group says World Cup demand is below expectations https://www.travelweekly.com/Travel-News/Hotel-News/World-Cup-demand-is-below-expectations Folo episode on the World Cup with U.S. Travel's Erik Hanson https://www.travelweekly.com/Podcasts/Folo/US-travel-and-FIFA-World-Cup The USA is on full display https://www.travelweekly.com/North-America-Travel/USA-on-full-display-250th-anniversary CoStar Group https://www.costargroup.com/See omnystudio.com/listener for privacy information.

Hotel News Now
World Cup pregame: How hotel performance projects two weeks out

Hotel News Now

Play Episode Listen Later May 27, 2026 18:16


CoStar Group's Didio Pequeno joins the CoStar News Hotels podcast to break down how hotel performance is trending across the 16 World Cup host markets.

Le focus Éco
Digitaliser le monde de l'immobilier d'entreprise avec Sandra Roumi, directrice générale de CoStar Group

Le focus Éco

Play Episode Listen Later May 27, 2026 7:56


Dans cet épisode de "Comment j'ai réussi ?", Stéphane Pedrazzi reçoit Sandra Roumi, la directrice générale en France de CoStar Group, une entreprise américaine pionnière dans la collecte et la commercialisation de données appliquées à l'immobilier d'entreprise. L'invitée nous plonge au cœur de cette industrie méconnue du grand public, qui représente pourtant plus de 10% du PIB français et 2,4 millions d'emplois non délocalisables. Elle explique la mission de Costar : digitaliser le secteur de l'immobilier d'entreprise en fournissant aux acteurs (investisseurs, promoteurs, agents immobiliers) des données précises et exhaustives sur les surfaces de bureaux, entrepôts, commerces, etc. L'objectif est d'apporter plus de transparence et de cohérence dans un marché souvent opaque.La cheffe d'entreprise revient sur la méthode de collecte de ces données, qui allie expertise technologique et humaine. Elle détaille les différents types d'informations recueillies, comme les loyers, les surfaces ou l'identité des locataires, et explique en quoi ces données sont stratégiques pour guider les décisions des professionnels de l'immobilier.Elle dresse ensuite un constat sans concession sur la situation actuelle du marché de l'immobilier d'entreprise en France, confronté à une "crise sans précédent". Elle pointe du doigt la surproduction de bureaux, notamment en Île-de-France, face à une demande qui n'est plus au rendez-vous. La conversion de ces bureaux en logements est une piste évoquée, mais qui comporte des défis économiques importants.Au-delà de ce diagnostic, elle met en lumière les profondes mutations qui traversent ce secteur : évolution des usages, des générations, des enjeux environnementaux et numériques. Elle explique comment les données de Costar permettent de mieux appréhender ces transformations et d'y répondre de manière plus éclairée.Enfin, la directrice générale revient sur le positionnement encore méconnu de CoStar en Europe, contrairement aux États-Unis où la marque est très établie. Elle détaille les ambitions de développement de l'entreprise sur le Vieux Continent, avec pour objectif de donner à l'industrie immobilière la reconnaissance qu'elle mérite.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Investor Fuel Real Estate Investing Mastermind - Audio Version
Why Office Real Estate Is Now an Alpha Market with Phil Mobley of CoStar Group

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later May 14, 2026 25:36


In this episode, Phil Mobley from CoStar Group shares insights on market foresight, data analytics, and the future of commercial real estate, emphasizing the importance of understanding market signals, risk tolerance, and emerging sectors like data centers and life sciences.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Alles auf Aktien
Die KI-Bubble-Versicherung und endlich sexy Anleihen

Alles auf Aktien

Play Episode Listen Later May 11, 2026 25:40 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über irre Optionskäufe bei Micron, gute Zahlen bei Saudi Aramco und den Nasdaq 100 Aufsteiger Lumentum. Außerdem geht es um JPMorgan, Saudi Aramco, Nvidia, Broadcom, Apollo, Blackstone, Honeywell, Intel, Apple, Microsoft, Lumentum, Costar Group, Trump Media, SAP, IBM, Meta, Amazon, Alphabet, AMD, Berkshire Hathaway, State Street SPDR FTSE Global Convertible Bond ETF EUR hedged (WKN: A2JE3J), State Street SPDR FTSE Global Convertible Bond UCITS ETF USD Hedged (WKN: A2JE3K), State Street SPDR FTSE Global Convertible Bond ETF (WKN: A12CZS), Bantleon Global Convertibles (WKN: A3CWUR), Tell's Arrow Opportunities Bond Fund (WKN: A3E1XE). Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen & 60 € ETF sichern! Riesige ETF-Auswahl, flexible Trades & persönlicher Support bei Smartbroker+. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast/ Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Gather and Go with Brian Jewell
Surprise! Hotels Are Cheaper Than You Think

Gather and Go with Brian Jewell

Play Episode Listen Later May 6, 2026 55:47


Are hotel rooms more expensive than they used to be? Jan Freitag’s answer may surprise you. As the national director of hospitality analytics at CoStar Group, Jan has been studying hotel pricing trends for years. And he believes that in many places, hotels are more of a bargain today than they were in 2019. Jan joins this episode of the podcast to help us make sense of the mystifying world of hotel pricing. He explains how inflation, demand and labor pressures shape the rates you pay when you stay, shares his forecast for hotel pricing for the rest of 2027, and gives some tips for how you can score great hotel values for your tour groups. Plus, we have news about travel company closures at home and abroad and Brian’s reflections about when and how to wind down a travel enterprise. Insights from Jan Jan brought a data-rich perspective on the hotel business that helped illuminate the current pricing environment. Here's what he had to say about the perceived high prices of hotels today: “They may feel expensive; the reality is the price increases in the hotel industry have actually not kept track with the inflation rate. So when you go back to 2019, you see that today's rates are roughly 22% higher than they were then, which may sound like a lot. But CPI, the consumer price index, went up 25%. So in what economists call real terms, room rates today are actually cheaper than they were pre-pandemic.” Plus, he had great perspectives on: How demand impacts hotel pricing How the Canadian inbound dip is impacting the American hotel market Why luxury travel continues to skyrocket Resources Mentioned in This Episode Follow Jan Freitag on LinkedIn. Learn more about CoStar Group and find “Tell Me More: A Hospitality Data Podcast” at costargroup.com. Learn how to improve your group travel program with our Group Travel Essentials series. Key Moments From This Episode 1:19 — Travel News: Travel company closures at home and abroad 2:45 — News From Us: Essential education for group travel planners 6:41 — Hotels aren't as expensive as they seem 9:07 — How hoteliers handle inflation 10:18 — The factors driving hotel prices up 13:53 — Is immigration policy impacting hotel staffing? 15:52 — Forecasting hotel trends for 2026 and beyond 17:21 — Surprising ways demand is affecting hotel prices 21:45 — The stratospheric rise of luxury travel 23:24 — Is the Canadian inbound slump impacting room rates? 25:53 — How to find hotel savings for tour groups 29:32 — How COVID disrupted the hotel renovation cycle 34:00 — Are hotels any cheaper abroad? 47:06 — Brian's thoughts on when (and how) to close your travel company Watch the Full Interview See the full interview with Jan on our YouTube channel. About the Podcast Gather and Go with Brian Jewell is a tourism industry podcast that helps group travel leaders plan, promote and lead better trips. There are also tips and insights for destination marketers and others who support the tourism trade. Each episode reaches thousands of professional tour operators, travel agents and the volunteer group leaders they serve. The audience also includes destination museum leaders, church travel leaders and other tourism enthusiasts around the world. Each show includes an interview with a smart travel pro or an insightful person from outside tourism who’s expertise can help make travel businesses better. You’ll also hear travel news, road tips and more. New episodes are released about twice monthly. You can find Gather and Go wherever your listen to podcasts or subscribe by email.

The PPW Podcast
News Roundup 01/05/26: Q1 Results, Savvy UK Agents + The Perfect 'And Finally'

The PPW Podcast

Play Episode Listen Later May 1, 2026 47:03


Ed, Simon and Harvey discuss this week's news from the world of real estate portals. Costar Group moves past the investor dispute as it posts a 60th consecutive quarter of double digit revenue growth, Hemnet's results are impacted by its new business model, Scout24 incorporates Fotocasa into its reporting, 'pre-market' buzz arrives in the UK and Apartments.com.au has a new admirer.

Millennial Investing - The Investor’s Podcast Network
TIVP68: CoStar Group (CSGP): The Real Estate Empire Making a $5 Billion Bet

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Apr 25, 2026 96:49


Shawn O'Malley and Daniel Mahncke explore CoStar Group (ticker: CSGP), the dominant provider of commercial real estate data and analytics, and assess whether the company's massive $5 billion bet on Homes.com can successfully crack the residential real estate market dominated by Zillow, or whether this ambitious expansion will destroy shareholder value. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:42 - Why the company has delivered nearly 60 consecutive quarters of double-digit revenue growth 00:09:17 - How CoStar built a dominant, near-monopoly position in commercial real estate data and analytics 00:18:30 - How CoStar generates roughly 50% profit margins on its core B2B business 00:44:12 - What makes CoStar's data moat so durable and difficult for competitors to replicate 00:48:12 - How the company's acquisition-driven strategy has fueled decades of growth 00:56:22 - Why CoStar is investing $5 billion into Homes.com to take on Zillow and Realtor.com 00:58:21 - Competitive landscape in the residential real estate marketplace 01:08:41 - Whether CoStar's massive residential bet will pay off or destroy shareholder value 01:23:57 - How Shawn and Daniel value CoStar and whether CSGP belongs in the portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join ⁠⁠The Intrinsic Value Conference⁠⁠ in Omaha this May 1, 2026! Learn how to join us in Omaha for the Berkshire meeting ⁠⁠⁠here⁠⁠⁠. Join the exclusive ⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Shawn, Kyle, Daniel, and the other community members. Track ⁠The Intrinsic Value Portfolio⁠. Costar pitch on the ⁠Value Investors Club⁠. Drew Cohen's⁠ podcast on CoStar⁠. Follow Daniel on ⁠⁠X⁠⁠ and ⁠⁠Linkedin⁠⁠. Follow Shawn on ⁠⁠X⁠⁠ and ⁠⁠Linkedin⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Real Estate News: Real Estate Investing Podcast
Rent Trends 2026: Growth, Costs, and Market Dynamics

Real Estate News: Real Estate Investing Podcast

Play Episode Listen Later Apr 25, 2026 2:56


Kathy Fettke breaks down the latest 2026 rent trends using new data from Apartments.com and CoStar Group. National rent growth has slowed, but select states and affordable markets are still showing strength. Learn where rents are rising, where costs remain low, and what today's shifting rental market means for real estate investors and landlords looking for cash flow and long-term opportunity.

We Study Billionaires - The Investor’s Podcast Network
TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke

We Study Billionaires - The Investor’s Podcast Network

Play Episode Listen Later Apr 23, 2026 97:27


Shawn O'Malley and Daniel Mahncke explore CoStar Group (ticker: CSGP), the dominant provider of commercial real estate data and analytics, and assess whether the company's massive $5 billion bet on Homes.com can successfully crack the residential real estate market dominated by Zillow, or whether this ambitious expansion will destroy shareholder value. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:42 - Why the company has delivered nearly 60 consecutive quarters of double-digit revenue growth 00:09:17 - How CoStar built a dominant, near-monopoly position in commercial real estate data and analytics 00:18:30 - How CoStar generates roughly 50% profit margins on its core B2B business 00:44:12 - What makes CoStar's data moat so durable and difficult for competitors to replicate 00:48:12 - How the company's acquisition-driven strategy has fueled decades of growth 00:56:22 - Why CoStar is investing $5 billion into Homes.com to take on Zillow and Realtor.com 00:58:21 - Competitive landscape in the residential real estate marketplace 01:08:41 - Whether CoStar's massive residential bet will pay off or destroy shareholder value 01:23:57 - How Shawn and Daniel value CoStar and whether CSGP belongs in the portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Join ⁠The Intrinsic Value Conference⁠ in Omaha this May 1, 2026! Sign up for The Intrinsic Value Newsletter. Track The Intrinsic Value Portfolio. Costar pitch on the Value Investors Club. Drew Cohen's podcast on CoStar. Follow Daniel on ⁠X⁠ and ⁠Linkedin⁠. Follow Shawn on ⁠X⁠ and ⁠Linkedin⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠sponsors⁠⁠⁠⁠: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Long Term Investing - With Baskin Wealth Management

In the latest episode, Barry and Ernest explain why business quality matters more than macroeconomics concerns and also provide an update on FICO and the rationale for selling CoStar Group last year. 0:00- Introduction5:51- Upcoming CUSMA renegotiation7:48- Business quality trumps macro 16:41- Outperformance of Domino's and Stryker21:05- FICO update28:06- Private credit worries for software 32:20- Why we sold CoStar Group

The PPW Podcast
News Roundup, 02/04/2026: Rightmove Sued, Zillow Vs CoStar Lawsuit, Hemnet's Bet

The PPW Podcast

Play Episode Listen Later Apr 2, 2026 56:22


Harvey, Edmund and Simon get together for a breakdown of the industry's latest news, from lawsuits in the UK to multi-market challenges for CoStar Group...00:00 Introduction and Overview of the Real Estate Market01:41 Rightmove's Legal Troubles in the UK14:33 Zillow vs. CoStar Copyright Infringement Lawsuit Update25:18 Hemnet rolls out 'Sell Now, Pay Later' offer Nationwide31:35 The Shift in Real Estate Marketing Strategies37:41 Should Rightmove and Hemnet go more Transactional?43:30 Domain Layoffs and CoStar's Multi-Market Challenge

The PPW Podcast
News Roundup, 27 February 2026 CoStar Q4, Trouble in Sweden

The PPW Podcast

Play Episode Listen Later Feb 27, 2026 46:59


Ed, Simon and Harvey discuss CoStar Group's Q4 and end of year financials, Zillow's lawsuit, an acquisition by Zoopla, Native AI Portals, and sea change in Sweden.00:00 Intros01:00 CoStar Group financials and investor call highlights17:00 Homes AI21:00 Zillow litigation update25:00 Zoopla acquisition30:00 AI-Native portals36:00 Sweden

Fear and Greed
Q+A: How property will change as Domain goes global

Fear and Greed

Play Episode Listen Later Feb 26, 2026 12:48 Transcription Available


Last year Domain became part of Nasdaq-listed CoStar Group, a global leader in commercial real estate data and analytics. Domain President Jason Pellegrino joins Sean Aylmer to explain what that means for the Australian property platform and how being part of a much larger, data-driven international organisation changes the game.They discuss why confidence is the core need of property buyers everywhere, how AI is reshaping the journey, and why commercial property in Australia is a “white space” ripe for disruption.Domain is a supporter of Fear & GreedFind out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

People, Not Titles
Market Trends Feb 23 2026 - Institutional Investors - Chicago's BUILD program - Serious VA Home Loan Allegations and MORE!

People, Not Titles

Play Episode Listen Later Feb 25, 2026 31:30


In this February 23rd episode, Steve Kaempf and Matt Lombardi discuss major real estate market trends. They cover the National Association of Realtors' new “More Than Opening Doors” campaign, designed to highlight the value realtors provide beyond home showings. The hosts also examine CoStar Group's investor-driven layoffs and shift toward AI-powered efficiencies. Additionally, they analyze a Missouri lawsuit alleging deceptive practices by Veterans United Home Loans targeting veterans. The episode emphasizes the importance of consumer education, ethical practices, and technological innovation in shaping the evolving real estate landscape.00:00:00 Introduction & Episode Overview 00:01:37 NAR "More Than Opening Doors" Campaign Launch 00:04:44 Campaign Details & Distribution 00:08:08 CoStar Group Layoffs & AI Shift 00:10:01 Investor Pressure & Company Response 00:12:21 Missouri Mortgage Lawsuit Targeting Veterans 00:13:48 Lawsuit Details & Allegations 00:16:01 Class Action Scope & Company Response 00:17:08 White House Investor Ban Proposal 00:20:12 Legislative Process & Political Reactions 00:21:37 Economists' Views & Next Steps 00:22:14 Illinois Housing Supply Plan Announcement 00:23:09 Plan Details: Zoning & Housing Types 00:23:50 Illinois Housing Shortage & Regulatory Barriers 00:24:59 Funding & Financial Incentives 00:25:43 Key Regulatory Changes 00:27:15 Industry Reaction & National Trends 00:27:55 Illinois Market Stats Delay & Olympic Hockey Recap 00:29:25 Upcoming Podcast & CLE Events 00:30:29 Closing Remarks & Call to ActionFull episodes available at www.peoplenottitles.comPeople, Not Titles podcast is hosted by Steve Kaempf and is dedicated to lifting up professionals in the real estate and business community. Our inspiration is to highlight success principles of our colleagues.Our Success Series covers principles of success to help your thrive!www.peoplenottitles.comIG - https://www.instagram.com/peoplenotti...FB - https://www.facebook.com/peoplenottitlesTwitter - https://twitter.com/sjkaempfSpotify - https://open.spotify.com/show/1uu5kTv...

The Built World
Q4 2025 Market Update: Juan Arias, National Director of Industrial Analytics, CoStar Group & Anthony Graziano, CEO, Integra Realty Resources

The Built World

Play Episode Listen Later Feb 16, 2026 106:22


This quarter, we poured some whiskey and sat down with two of the sharpest minds in commercial real estate data: Juan Arias, National Director of Industrial Analytics at CoStar Group, and Anthony Graziano, Chairman & CEO of Integra Realty Resources.Every quarter, Juan and Anthony help us cut through the noise and break down what's actually moving Miami's industrial market: pricing trends, vacancy shifts, absorption, capital flows, and where deals are getting done (and where they aren't). The conversation ranged from industrial fundamentals to politics, tariffs, and where real opportunities may be emerging in today's market.We started with industrial, often an early indicator of broader economic health, then zoomed out to a wider discussion on commercial real estate, touching on macroeconomic forces, demographics, and how investors should be thinking about the current environment.Connect with usWant to dive deeper into Miami's commercial real estate scene? It's our favorite topic and we're always up for a good conversation. Whether you're just exploring or already making big moves, feel free to reach out at info@builtworldadvisors.com or give us a call at 305.498.9410. Prefer to connect online? Find us on LinkedIn or Instagram - we're always open to expanding the conversation. Ben Hoffman: LinkedIn Felipe Azenha: LinkedIn We extend our sincere gratitude to Büro coworking space for generously granting us the opportunity to record all our podcasts at any of their 8 convenient locations across South Florida.

People, Not Titles
Market Trends Feb 5 2026 - The Real Estate Rollercoaster: Navigating Affordability and Consumer Confidence in 2026!

People, Not Titles

Play Episode Listen Later Feb 5, 2026 37:27


In this episode of the "People Not Titles" podcast, hosts Steve Kaempf and Matt Lombardi discuss major February 2025 market trends. They cover Kevin Warsh's nomination as Federal Reserve Chair, the Fed's latest interest rate decisions, and internal policy debates. The episode also explores the conflict between CoStar Group and hedge fund Third Point over Homes.com's strategy, recent real estate industry awards, a new lawsuit against Rocket Mortgage, and declining consumer confidence. The hosts analyze housing market dynamics, affordability challenges, and share industry insights, ending with lighthearted sports banter and a preview of upcoming episodes.00:00:00 Introduction00:00:56 Groundhog Day & Weather Chat 00:02:12 Kevin Warsh Nominated as Fed Chair 00:03:10 Kevin Warsh's Bio & Experience 00:04:26 Market Reaction & Confirmation Process 00:06:15 Warsh's Policy Priorities 00:06:48 Key Takeaways from the Fed Meeting 00:08:15 Economic Activity & Labor Market 00:09:13 Inflation & Tariffs 00:09:56 Internal Fed Policy Division 00:10:49 Powell's Advice for Successor 00:11:08 CoStar vs. Third Point: Homes.com Dispute 00:12:59 CoStar's Response & Strategy 00:16:39 Homes.com Performance & Profitability Timeline 00:17:26 CoStar's Acquisition Track Record & Financial Outlook 00:18:27 Third Point's Track Record & Final Remarks 00:18:58 Inman 2025 Power Player Awards 00:20:20 NAR & Local Award Winners 00:22:22 Class Action Lawsuit Against Rocket 00:23:36 Details of the Rocket Lawsuit 00:25:46 Rocket's Response & Legal Precedent 00:27:04 Consumer Awareness & Industry Trust 00:28:41 Consumer Confidence Drops in January 00:30:55 Labor Market & Spending Trends 00:33:19 Housing Market & Affordability 00:34:39 Homeownership Strategy & Real Estate Outlook 00:35:46 Podcast Wrap-Up & Super Bowl PredictionsFull episodes available at www.peoplenottitles.comPeople, Not Titles podcast is hosted by Steve Kaempf and is dedicated to lifting up professionals in the real estate and business community. Our inspiration is to highlight success principles of our colleagues.Our Success Series covers principles of success to help your thrive!www.peoplenottitles.comIG - https://www.instagram.com/peoplenotti...FB - https://www.facebook.com/peoplenottitlesTwitter - https://twitter.com/sjkaempfSpotify - https://open.spotify.com/show/1uu5kTv...

Hotel News Now
Super Bowl hotel demand preview in Bay Area (with CoStar's Colin Sherman)

Hotel News Now

Play Episode Listen Later Feb 4, 2026 18:07


CoStar Group's Colin Sherman joined the CoStar News Hotels podcast to contextualize the Super Bowl's effect on hotel rates and occupancy in Santa Clara and San Francisco.

Hospitality Daily Podcast
Why The National Forecast Is Your Starting Point - Jan Freitag, CoStar

Hospitality Daily Podcast

Play Episode Listen Later Feb 2, 2026 29:07


In this episode, Jan Freitag, National Director, Hospitality Analytics at CoStar Group, shares why the national forecast should be your starting point -- and gives specific things you can do to find growth this year.Links:"Tell Me More" Podcast by Jan Freitag & Isaac Collazo: Apple Podcasts or Spotify Read Jan's latest articles for CoStarVideo: Teague Talks with Jan Freitag of CoStar GroupOur previous conversation: Tariffs, Travel Disruption, and What Hotel Leaders Must Do Now - Jan Freitag, CoStarI-92/APIS Dataset from the U.S. Department of CommerceCanadian travel statisticsHospitality Daily is brought to you with support from Mews, the operating system for hospitality that replaces fragmented systems with one connected way to manage reservations, payments, revenue, and guest service. Listen to my recent conversation with Mews founder Richard Valtr for a deep dive on what's happening with AI and hotel tech today. A few more resources: If you're new to Hospitality Daily, start here. You can send me a message here with questions, comments, or guest suggestions If you want to get my summary and actionable insights from each episode delivered to your inbox each day, subscribe here for free. Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram. If you want to advertise on Hospitality Daily, here are the ways we can work together. If you found this episode interesting or helpful, send it to someone on your team so you can turn the ideas into action and benefit your business and the people you serve! Music for this show is produced by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands

Halftime Report
A Critical 72 Hours Ahead for the Market 1/27/26

Halftime Report

Play Episode Listen Later Jan 27, 2026 44:21


Scott Wapner and the Investment Committee debate how important the next few days are for the rally as Mega Cap Earnings, the Fed Decision and a potential government shutdown hang over stocks. Plus,  the desk reacts to a letter from Activist Investor Dan Loeb and his firm Third Point calling for a new board for Costar Group, citing "weak oversight." And later, we hit the Setup on some Committee names reporting earnings tomorrow. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Teaguetalks Podcast
Teague Talks with Jan Freitag, CoStar Group

Teaguetalks Podcast

Play Episode Listen Later Jan 16, 2026 22:53


Ahead of ALIS, Teague sits down with Jan Freitag, National Director of Hospitality Market Analytics at CoStar Group, to tackle the data-driven questions everyone is asking as the industry looks toward 2026. Following a year defined by tariffs, rising inflation, and economic uncertainty, Jan unpacks what the data is truly signaling—offering a grounded view across markets, asset classes, demand segments, and shifting investor priorities. With strong optimism around luxury and a more cautious outlook for the American leisure traveler, Jan explores the forces shaping corporate demand, how investors are weighing acquisitions versus new development, and what the World Cup could mean for hotel demand in the year ahead.

Beer Sessions Radio (TM)
NY Loves Oysters

Beer Sessions Radio (TM)

Play Episode Listen Later Dec 9, 2025 53:38


Jimmy takes a call from Jeremy Benson - GM of Crave Fishbar Upper West Side in NYC and Chris DiOrio- Senior Brand Manager for Blue Point Brewing Co. Today's chat is all about oysters. We learn about the history of oysters in NY, beer pairings, oyster farming and competitive shucking! _Jeremy Benson is the General Manager of Crave Fishbar on the Upper West Side. He is an Oyster Master Guild Certified Specialist and currently in the inaugural class to become a certified Oyster Sommelier. He grew up north of Boston and has been in the NYC restaurant business for over 12 years. While always liking oysters, he really fell in love with them slurping back dozens with his wife Channing. He's greatest accomplishment is his daughter Evan.Christopher DiOrio is a seasoned brand management professional with extensive experience in the brewing industry, currently serving as Senior Brand Manager for Blue Point Brewing Co. and Montauk Brewing Co. at Tilray Brands, Inc. Previously, Christopher held several roles at Anheuser-Busch, Cisco Brewers and Blue Point Brewing Co. Christopher's career also includes experience as a Police Officer with the Metropolitan Police Department of the District of Columbia and work as a Researcher at CoStar Group. Christopher has a Master's of Arts in Teaching from Stony Brook University and a Bachelor of Arts in English Language and Literature from Binghamton University.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

VPM Daily Newscast
BizSense Beat: CoStar Group, GRTC transfer station, VCU dormitory

VPM Daily Newscast

Play Episode Listen Later Nov 29, 2025 5:06


VPM News Host Lyndon German and BizSense Reporter Jackie DiBartolomeo discuss the Richmond region's top business stories. This week's topics include CoStar Group's corporate campus, the development of GRTC's central transfer station and VCU's Grace Street dorm project taking shape.

CoreNet Global's What's Next Podcast
Beyond Compliance: Optimizing the Corporate Real Estate Portfolio

CoreNet Global's What's Next Podcast

Play Episode Listen Later Nov 18, 2025 13:52


In this episode, Bill Harter, Principal Solution Advisor at Visual Lease and CoStar Group, shares how leading organizations are shifting from lease accounting compliance to portfolio optimization in corporate real estate. As organizations move past meeting new accounting standards, the conversation is shifting toward using data and market insights to make smarter portfolio decisions. Bill shares how real estate leaders can evaluate lease economics, anticipate market changes, and align their portfolios with future business needs to drive greater efficiency and resilience.

The PPW Podcast
The Most Interesting Company in the Industry: Deep Diving CoStar Group's Q3 Results

The PPW Podcast

Play Episode Listen Later Nov 3, 2025 49:28


Ed, Simon and Harvey discuss CoStar Group's recent Q3 results, legal challenges with Zillow, and the growth of Homes.com. They explore the implications of AI integration in real estate, the competitive landscape, and the ongoing acquisition strategies of CoStar. The conversation highlights the contrasting business models of CoStar and Zillow, as well as the challenges and opportunities in the rental market.

Adventures in Entrepreneurship
Ep. 33 - Phoenix CRE by the Numbers with Connor Devereux of CoStar Group

Adventures in Entrepreneurship

Play Episode Listen Later Oct 29, 2025 37:46


Tune in as Jamison Manwaring sits down with Connor Devereux of CoStar (the data engine behind Apartments.com, LoopNet, and Homes.com) to break down what the numbers are really saying about Phoenix commercial real estate. We cover the supply wave in multifamily and why demand can be "strong" while rents are negative, industrial's barbell dynamic and West Valley momentum, retail's quiet outperformance after a decade of under-building, and how office is finding a floor with selective strength in prime assets. Connor explains how CoStar's research team aggregates occupancy, rents, construction pipelines, and cap rates—and how operators can use that transparency to make better decisions. Arizona roots, submarket nuance, and a clear view of what could turn in 2026–2028 all included.

Cleve Gaddis Real Estate Radio Show
Did Zillow Cross the Line? The FTC Lawsuit, Copyright Claims & What It Means for You

Cleve Gaddis Real Estate Radio Show

Play Episode Listen Later Oct 27, 2025 12:00


Welcome to Go Gaddis Real Estate Radio. I'm Cleve Gaddis—here to make real estate clear, simple, and worry-free. In this episode we're delving into a major legal shake-up in the real-estate industry: the ongoing lawsuits involving Zillow. We'll focus on what you should know as a buyer, seller or agent in Metro Atlanta, including how these cases may affect listings, competition, and your home transaction. We'll discuss: What the Federal Trade Commission's lawsuit against Zillow and Redfin alleges — including a $100 million deal to suppress competition. Federal Trade Commission +2 Reuters +2 The suit filed by CoStar Group accusing Zillow of copyright infringement (nearly 47,000 photos) and the implications for the market. CoStar Group +2 RealEstateNews.com +2 The lawsuit by Compass Inc. against Zillow alleging antitrust practices related to listings and how the so-called “Zillow Ban” might impact sellers and buyers. Homes.com +2 Courthouse News +2 How the government shutdown has paused some regulatory actions and what delays mean for the industry (note: this episode will include discussion on that pause) What this means for sellers listing in Metro Atlanta: visibility of listings, platform reach, and how listing portals may shift What this means for buyers: access to listings, transparency, and whether major portals continue to dominate Why you might want to pay attention even if you're not listing nationally — these legal moves ripple into local markets Plus, I'll introduce our Upside program, giving you all the options to move with confidence — regardless of how the national portal wars play out. For questions, comments or to nominate a future topic, visit GoGaddisRadio.com — we want to hear from you, push back, and keep the conversation going.

The Built World
Q3 2025 Market Update: Juan Arias, National Director of Industrial Analytics, CoStar Group & Anthony Graziano, CEO, Integra Realty Resources, and

The Built World

Play Episode Listen Later Oct 21, 2025 105:38


This quarter, we poured some Nikka Japanese whiskey and sat down with two of the sharpest minds in the CRE data world: Juan Arias, National Director of Industrial Analytics at CoStar Group, and Anthony Graziano, Chairman & CEO of Integra Realty Resources.Every quarter, these guys help us dissect what's actually moving Miami's industrial market — pricing trends, vacancy shifts, absorption patterns, capital flows, and where deals are getting done (and where they're not).We started with industrial because it's often an early indicator of the economy's health, then zoomed out into office, hospitality, and multifamily. The conversation hit everything from tarrifs, to port and truck traffic and increasing vacancy rates particalarly for large bay industrial. This one's for anyone trying to make sense of what's next in Miami commercial real estate, with laughs, whiskey, and a dose of data.Connect with usWant to dive deeper into Miami's commercial real estate scene? It's our favorite topic and we're always up for a good conversation. Whether you're just exploring or already making big moves, feel free to reach out at info@builtworldadvisors.com or give us a call at 305.498.9410. Prefer to connect online? Find us on LinkedIn or Instagram - we're always open to expanding the conversation. Ben Hoffman: LinkedIn Felipe Azenha: LinkedIn We extend our sincere gratitude to Büro coworking space for generously granting us the opportunity to record all our podcasts at any of their 8 convenient locations across South Florida.

The PPW Podcast
CoStar's Domain Purchase, SMG to Go Public? Fresh Start for Opendoor + FDV's Colombian Headache

The PPW Podcast

Play Episode Listen Later Aug 29, 2025 39:50


Ed, Harvey and Simon discuss...- CoStar Group's acquisition of Domain- Rumors of Swiss Marketplace Group's potential IPO- Opendoor's financial struggles and leadership changes- A financial misappropriation incident at Frontier Digital Ventures. The conversation delves into market dynamics, investor sentiment, and the challenges faced by companies in the PropTech sector.00:00 Introduction and Context01:00 CoStar Group's Acquisition of Domain06:47 Swiss Marketplace Group's IPO Plans13:48 Open Door's Financial Struggles and CEO Resignation28:27 Frontier Digital Ventures' Financial Misappropriation

America's Commercial Real Estate Show
Surprising Cycle Timing Discovery with CoStar's Chad Litell

America's Commercial Real Estate Show

Play Episode Listen Later Aug 22, 2025 33:08


Get the real story on U.S. property values and transaction volume. Show host Michael Bull, CCIM sites down with Chad Littell, National Director of of U.S. Capital Markets with CoStar Group for an enlightening look at where we are in the cycle including cap rate trends of each of the major U.S. property sectors.  C5 + CCIM Global Summit 2025 - The premiere commercial real estate conference for networking, dealmaking, and investment opportunities, September 16-18th in Chicago: https://c5summit.realestate/ Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestate

Closed!
CoStar v. Zillow with Rebecca Tushnet

Closed!

Play Episode Listen Later Aug 18, 2025 25:56


This week, we are joined by Rebecca Tushnet, Faculty Co-Director and Professor of the First Amendment at Harvard Law School, to discuss one of the biggest cases in real estate — CoStar Group v. Zillow. CoStar is alleging that Zillow used nearly 47,000 of CoStar's copyrighted real estate images without license, so we asked Rebecca to help us break down the facts of the case, given her immense experience in Intellectual Property. Lee, Mike and Rebecca discusses the strength of CoStar's case as well as the strategies each party might use.If you are are in the real estate sector, this case is one to watch as it has the possibility to set precedent in New York and potentially across the country. Catch up on the facts now!You can find more of Rebecca's excellent legal analysis on her blog at tushnet.blogspot.com.And as always, you can find Lee, Mike and the BFKP team at bfkplaw.com.To find out more about Bergstein Flynn Knowlton & Pollina PLLC, visit our website at bfkplaw.com. Hosted on Acast. See acast.com/privacy for more information.

Skift
Hilton's Luxury Push, Travel CEOs' Pay, and Hotels' Growth Projections

Skift

Play Episode Listen Later Jun 3, 2025 3:37


Hilton is expanding its luxury portfolio to attract affluent travelers and strengthen its loyalty program, having recently opened its 1,000th luxury property with plans to add 150 more this year. Meanwhile, Skift analyzed 2024 CEO compensation for travel companies in the S&P 500, finding Booking's Glenn Fogel, Disney's Robert Iger, and Uber's Dara Khosrowshahi among the top 25 highest-paid CEOs. Lastly, CoStar Group has downgraded its 2025 U.S. hotel industry growth forecast to 1% due to spring underperformance and economic uncertainty, though luxury hotels continue to outperform mid-tier and budget segments. Hilton Pushes Deeper Into Luxury Market in Loyalty Play Travel's Best Paid CEOs: Where They Rank U.S. Hotel Growth Takes a Hit – But Shows Signs of Steadying Connect with Skift LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/skift/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bsky.app/profile/skiftnews.bsky.social⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/skift⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@SkiftNews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss an update from the travel industry.

The Tightrope with Dan Smolen
What’s Happening to Office Leases in 2025?

The Tightrope with Dan Smolen

Play Episode Listen Later May 16, 2025 55:59


On What's Your Work Fit we posed this question: What's Happening to Office Leases in 2025? Answering that question and others is our returning guest, Phil Mobley.  Phil is the National Director for Office Analytics at CoStar Group, the leading provider of commercial real estate information, analytics and online marketplaces. Joining the conversation on the … Continue reading What's Happening to Office Leases in 2025? →

The Synopsis
Dialogue. Airbnb's Growth, New Businesses, Defending Mature Margins, and Diatribe on Sell-Side Q&A

The Synopsis

Play Episode Listen Later May 8, 2025 39:13


In this Dialogue episode of The Synopsis, we give an update on Airbnb after 1Q25 earnings. Check out our written business updates for $ABNB below!  Airbnb 1Q25 Business Update ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Evolution Extensive Research Reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) Intro (1:49) — Airbnb High Level Update  (6:40) — Diatribe on Sell-Side Analyst Q&A (9:00) — Airbnb Growth Slowdown and Macro (22:30) — Airbnb's New Businesses (29:30) — Valuation, Mature Margin Defense -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in ABNB. Furthermore, accounts one or more contributors advise on may also have a position in ABNB. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

The Synopsis
Dialogue. CoStar and Evolution 1Q25 Update, Negative EU Growth, S&M at 50% of Revenues

The Synopsis

Play Episode Listen Later May 1, 2025 59:21


On this Dialogue episode of The Synopsis, we give an update on CoStar Group and Evolution after 1Q25 earnings. Check out our written business updates for $CSGP and $EVO below!  CoStar Group 1Q25 Business Update  Evolution 1Q25 Business Update ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Evolution Extensive Research Reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) Intro (1:05) — William deGale Interview Comments (6:50) — CoStar Update, Growth vs S&M  (25:11) — Importance of BoD, Capital Allocation Committee (33:23) — Evolution Update, Revenue Growth Deceleration -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in CSGP and EVO. Furthermore, accounts one or more contributors advise on may also have a position in CSGP and EVO. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Real Estate AI Flash
EP 071: The Future of Showcasing Homes with AI and Digital Twins

Real Estate AI Flash

Play Episode Listen Later Apr 30, 2025 39:39


In this episode, RJ Pittman, CEO of Matterport, shares his journey from a young entrepreneur to a leader in the digitization of real estate. He discusses the evolution of AI and its integration into real estate, highlighting how Matterport's technology creates 3D digital twins of properties. RJ emphasizes the importance of data in AI and how Matterport's partnership with CoStar Group aims to revolutionize the real estate industry. He also explores the future of property intelligence and the potential of AI to enhance the home buying experience. Guest: RJ Pittman, CEO Matterport LinkedIn : https://www.linkedin.com/in/rjpittman/   Show Mentions:  Videos on Matterport Marketing Cloud - https://matterport.com/releases/2025-winter  Platform's groundbreaking “defurnish” feature - https://matterport.com/features/defurnish   Host: Rajeev Sajja on Facebook Rajeev Sajja on Instagram Rajeev Sajja on LinkedIn Rajeev Sajja on YouTube   Resources:  Real Estate AI Flash Podcast Site AI Playbook Join the Instagram Real Estate AI Insiders Channel Join the Real Estate AI Academy waitlist Subscribe to the Real Estate AI Flash Newsletter

The Built World
Q1 South Florida Market Update with Anthony Graziano, CEO of Integra Realty Resources, and Juan Arias, Director of Market Analytics at CoStar Group

The Built World

Play Episode Listen Later Apr 14, 2025 89:37


Two of South Florida's sharpest data minds dropped by Büro for a couple of cocktails and a deep dive into the numbers shaping our region's real estate market. Anthony and Juan joined us to unpack the real impact of tariffs on real estate and construction costs. We also got into the weeds on demographic shifts, new construction trends, and the Florida Legislature's half-baked idea to eliminate property taxes (yeah, we went there).From hard data to bold predications, this was an insightful and entertaining episode with two guys who truly know the market and data better than anyone.Connect with usWant to dive deeper into Miami's commercial real estate scene? It's our favorite topic—and we're always up for a good conversation. Whether you're just exploring or already making big moves, feel free to reach out at felipe@builtworldadvisors.com or give us a call at 305.498.9410. Prefer to connect online? Find us on LinkedIn or Instagram—we're always open to expanding the conversation. Ben Hoffman: LinkedIn Felipe Azenha: LinkedIn We extend our sincere gratitude to Büro coworking space for generously granting us the opportunity to record all our podcasts at any of their 8 convenient locations across South Florida.

Hospitality Daily Podcast
Tariffs, Travel Disruption, and What Hotel Leaders Must Do Now - Jan Freitag, CoStar

Hospitality Daily Podcast

Play Episode Listen Later Apr 14, 2025 20:39 Transcription Available


In this episode, Jan Freitag, National Director, Hospitality Analytics at CoStar Group, shares insights on the impact of tariffs on the US hotel industry, the importance of actionable data, and strategies for navigating uncertain times.Links:"Tell Me More" Podcast by Jan Freitag & Isaac Collazo: Apple Podcasts or Spotify Jan's recent episode on No Vacancy NewsJan's episode on the Hotel Moment podcastHotel Data ConferenceI-92/APIS Dataset from the U.S. Department of CommerceMore conversations about the economy and the state of the hotel industry:Hospitality's Early Warning Signs: What the Data Reveals About the Economy Ahead - Jamie Lane, AirDNATariffs, Unfolding Travel Trends, and San Francisco's Comeback - Zach Demuth, JLL A few more resources: If you're new to Hospitality Daily, start here. You can send me a message here with questions, comments, or guest suggestions If you want to get my summary and actionable insights from each episode delivered to your inbox each day, subscribe here for free. Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram. If you want to advertise on Hospitality Daily, here are the ways we can work together. If you found this episode interesting or helpful, send it to someone on your team so you can turn the ideas into action and benefit your business and the people you serve! Music for this show is produced by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands

The National Land Podcast
How Land.com & Land Magazine Connect Buyers to Property

The National Land Podcast

Play Episode Listen Later Apr 11, 2025 48:50


If you've ever searched for land for sale, chances are you have come across Land.com. Land.com is owned by Costar Group, the owner of brands such as Apartments.com, Loopnet and Homes.com. Today is a conversation with Tom Alexander. He is a fellow traditional bow enthusiast and the Publisher of Land Magazine. We discuss what goes on behind the scenes at Land.com, how it works, and what is in store for the future. Search Land.com Buy, Sell, Lease, or Auction Land

The Synopsis
Dialogue. Tariffs, Trade War, and RH Business Update

The Synopsis

Play Episode Listen Later Apr 9, 2025 42:54


On this Dialogue episode of The Synopsis, we talk about the the potential impact of tarifs and the trade war, in addition to a RH 4Q24 Business Update.  ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Copart Extensive Research Reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Macro, Trade War, and Tarrifs  (10:24) — RH 2024 Overview  (16:19) — Worst Case Downside Scenario, Tariffs, Debt  (28:40) — Large Stock Repurchase  (33:22) — Upside and Why RH is Special   -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in RH. Furthermore, accounts one or more contributors advise on may also have a position in RH. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

The Synopsis
Dialogue. Mailbag: Macro Matters?, Comparing Roll-Ups, Making Decisions, When Buy the Second Best?

The Synopsis

Play Episode Listen Later Apr 3, 2025 42:41


On this Dialogue episode of The Synopsis, we answer listener questions and talk about RH, APi Global, Constellation Software, NVR, Dream Finder Homes, Axon, Copart, and a recent interview Drew Cohen gave with Compounding Quality. We hope you enjoy!   Mentioned Memo: An Interview on Investing with Speedwell's Drew Cohen ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Copart Extensive Research Reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) Intro (1:32) — RH and Macro (7:30) — APi Global Roll-Ups (and Constellation Software Parallels) (15:58) — NVR vs Dream Finders Home; Only Buy the Best? (26:30) — What Investment Rule do you Disagree With?  (31:20) — Axon, Copart, and Culture (38:59) — How to Make a Decision   -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

The Synopsis
Dialogue. Copart and CoStar Group 4Q24, Growth Bear Case, Quality Tailwinds, Andy Florance as Plate Spinner

The Synopsis

Play Episode Listen Later Mar 27, 2025 56:21


On this Dialogue episode of The Synopsis, we give an update on CoStar Group and Copart. Check out our written business updates for $CSGP and $CPRT below!  CoStar Group 4Q24 Business Update  Copart: 2Q25 Business Update (Calendar 4Q24) ~Mentioned Memos~ Accounting Memo: Alibaba, JD, and the $330bn Footnote ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Copart Extensive Research Reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) Intro ~CoStar Group~ (1:58) — CoStar Overview  (10:55) — Sales Force, Growth, Homes.com  (23:06) — Better Bear Case, Valuation, Andy Florance as a CEO ~Copart~ (31:51) — Copart Overview and Tailwinds (47:45) — International, Purple Wave, Tariffs, Valuation  -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in CSGP and CPRT. Furthermore, accounts one or more contributors advise on may also have a position in CSGP and CPRT. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Commercial Real Estate Podcast
Tariffs, Rates & Real Estate: What's Next for Canadian CRE? Insights from Carl Gomez

Commercial Real Estate Podcast

Play Episode Listen Later Mar 13, 2025 31:29


Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. In this episode of the Commercial Real Estate Podcast, hosts Adam Powadiuk and Aaron Cameron sit down with Carl Gomez, Chief Economist and Head of Analytics at CoStar Group, to discuss the future of Canadian commercial real estate. They explore key trends, including the... The post Tariffs, Rates & Real Estate: What's Next for Canadian CRE? Insights from Carl Gomez appeared first on Commercial Real Estate Podcast.

The Engineering Leadership Podcast
Accelerating & upskilling your AI learning journey w/ Maher Hanafi #211

The Engineering Leadership Podcast

Play Episode Listen Later Mar 11, 2025 46:44


ABOUT MAHER HANAFIMaher Hanafi is a seasoned technology engineering leader, driving digital transformation and delivering impactful SaaS solutions. As Senior Vice President of Engineering at Betterworks, he leads the AI vision and applications for their AI-powered performance management software, overseeing the integration of AI tools that enhance HR functions like performance reviews, goal setting and employee development.Maher's passion for technology centers on the transformative potential of AI, particularly Generative AI. He views it as a powerful tool capable of learning, adapting and solving real-world problems, and champions its responsible development to empower individuals.Maher's vision extends beyond technology, aiming to revolutionize tech workplaces by fostering human potential alongside cutting-edge solutions. He employs a people-centric leadership style, building collaborative environments that empower teams to excel. This commitment to empowerment extends to mentoring fellow engineering leaders and sharing his knowledge through public speaking.ABOUT COREY COTOCorey Coto is a creative, data-driven, and innovative executive. He founded Kaizen Insights to help enterprises create business intelligence with their people. Corey was SVP of Product, Design and Engineering at a Vista Equity Partners portfolio company and held engineering leadership roles at Amazon, CoStar Group, and Liberty Mutual. He is a Founder Institute Mentor, an ELC Seattle Chapter Lead, and a startup advisor. Software is his favorite artistic medium because of its power to quickly move the needle on big ideas that can benefit people and the planet. He believes there has never been a better time to build. The future is bright!SHOW NOTES:When Maher realized he needed to rethink his approach to AI & upskill quickly (3:38)Milestones across Maher's AI knowledge progression (7:42)Set aside time for your eng team to experiment & apply AI learnings (11:09)Why intentionally building different use cases leads to better outcomes (14:22)The importance of revisiting AI decisions as a team (16:53)Frameworks for determining how deep to go into each learning area (19:37)How to navigate the challenges of going from proof of concept to production (22:43)Evaluating the ROI of AI applications (26:47)Strategies for deciding which resources / operating expenses go toward AI use cases (29:24)Tips for developing stakeholder confidence in your AI strategy (32:36)How non-technical experts can build AI awareness & confidence (36:22)Betterworks' AI roadmap for 2025 (38:48)Rapid fire questions (40:58)LINKS AND RESOURCESDrive: The Surprising Truth About What Motivates Us - Drawing on four decades of scientific research on human motivation, Daniel H. Pink exposes the mismatch between what science knows and what business does—and how that affects every aspect of life. He examines the three elements of true motivation—autonomy, mastery, and purpose—and offers smart and surprising techniques for putting these into action in a unique book that will change how we think and transform how we live.This episode wouldn't have been possible without the help of our incredible production team:Patrick Gallagher - Producer & Co-HostJerry Li - Co-HostNoah Olberding - Associate Producer, Audio & Video Editor https://www.linkedin.com/in/noah-olberding/Dan Overheim - Audio Engineer, Dan's also an avid 3D printer - https://www.bnd3d.com/Ellie Coggins Angus - Copywriter, Check out her other work at https://elliecoggins.com/about/

The Synopsis
Article. CoStar Group Business History

The Synopsis

Play Episode Listen Later Mar 7, 2025 24:58


In this episode of The Synopsis we read an excerpt from our extensive research report of CoStar Group! If you prefer to read instead of listen to the memo, you can find access to the article below. Subscribe to Drew Cohen's YouTube Channel Here CoStar Group Memo Link:  https://www.speedwellmemos.com/p/costar-business-history   *~* *Become a Speedwell Member or Purchase the CoStar Group Single Report Here* -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – YouTube Announcement and Episode Formats (2:33) –Memo Reading Starts (24:18) – Upcoming!  -*-*-*-*-*-*-*-*-*-*- Purchase a Speedwell Membership to gain access to Speedwell's Extensive Research Reports, Models, Company Updates, and more.  Speedwell Research's main website can be found here.  Find Speedwell's free newsletter here. -*-*-*-*-*-*-*-*-*-*- Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Hotel Moment
2025 hospitality market outlook | with Jan Freitag from Costar Group

Hotel Moment

Play Episode Listen Later Jan 22, 2025 26:14


In this episode of Hotel Moment, Karen Stephens sits down with Jan Freitag, National Director of Hospitality Analytics at CoStar Group. Drawing from over two decades of experience and CoStar's vast dataset covering 192 countries, Jan shares his expert predictions for the hospitality industry in 2025, discussing everything from RevPAR growth to the evolving luxury travel market. He also offers valuable insights into how wealth effects are driving luxury hotel performance and why experiential travel is reshaping revenue management strategies.

The Built World
2025 South Florida CRE Outlook with Juan Arias, CoStar Group

The Built World

Play Episode Listen Later Jan 21, 2025 47:31


Juan joined us for a glass of Johnnie Walker Double Black and brought along his crystal ball to share insights into the future of South Florida's commercial real estate market. We dove into everything from retail and land to office, multifamily, and—our favorite—industrial real estate.Spoiler alert: South Florida is booming, thanks to its dynamic real estate landscape and growing demographics.Tune in for a lively discussion filled with laughs, fascinating data, and plenty of real estate nerding-out. You won't want to miss it!Connect with usLooking to dive deeper into the Miami commercial real estate scene? Well, you've stumbled upon our favorite topic of conversation. So, whether you're a curious beachcomber or a seasoned investor, drop us a line at info@gridlineproperties.com or dial us up at 305.507.7098. Or if you're feeling social, you can stalk us on LinkedIn and connect with us there. Let's make some waves in the 305 real estate world together! Ben Hoffman's bio & LinkedIn ( linkedin.com/in/ben-hoffman-818a0949/ ) Felipe Azenha's bio & LinkedIn ( linkedin.com/in/felipeazenha/ ) We extend our sincere gratitude to Büro coworking space for generously granting us the opportunity to record all our podcasts at any of their 8 convenient locations across South Florida.

No Brainer - An AI Podcast for Marketers
NB44: Leading & Learning in the AI Era, with executive advisor Lisa Nirell

No Brainer - An AI Podcast for Marketers

Play Episode Listen Later Nov 20, 2024 49:47


In this episode, Greg and Geoff welcome Lisa Nirell to discuss the evolving landscape of AI and its implications for organizations. Lisa helps mindful leaders cultivate healthy companies and careers. Organizations such as AARP, Alliance Bernstein, CoStar Group, and Hilton hire Lisa to navigate high-stakes transitions. She's a two-time author, growth strategist, executive coach, open water swimmer, and meditation student. Be sure to check out her books: EnergizeGrowth NOW: The Marketing Guide to a Wealthy Company" and The Mindful Marketer: How to Stay Present and Profitable in a Data-Driven World. And tune into her podcast, The Mindful Marketer, wherever you listen. Together, Lisa, Geoff, and Greg explore the importance of leadership, cultural readiness, the need for strategic planning, and the role of community support in navigating the AI revolution. Lisa introduces her AI strategy test drive, emphasizing the significance of people and experimentation in successful AI integration. The conversation culminates in reflections on the future of AI and the importance of cultivating wisdom and joy in a rapidly changing world. Interested in taking the AI Test Drive to measure your own AI readiness? You can find it here. While you're at it, be sure to subscribe to Lisa's email newsletter and receive some free leadership resources at a bonus. Chapters 00:00 Introductions 02:59 The AI Readiness Gauge and Market Trends 05:57 Cultural Shifts and Organizational Challenges 08:57 Lisa Nirell's AI Strategy Test Drive 11:49 People-Centric Approaches to AI Implementation 14:57 Navigating Job Displacement and Opportunities 17:46 Embracing Change and Innovation in Business 23:26 The Power of “Long Life Learning” 24:57 Adapting to Change in a Rapidly Evolving World 26:38 Cultivating Curiosity and Community 30:18 The Importance of Supportive Networks 35:21 Planning for AI Integration 42:39 Hopes for the Future of AI and Humanity Learn more about your ad choices. Visit megaphone.fm/adchoices

Invest Like a Boss
299: Merger Arbitrage Opportunities & Matterport Acquisition

Invest Like a Boss

Play Episode Listen Later Jun 20, 2024 62:06


In this episode, we are discussing merger arbitrage opportunities, specifically on a stock that Sam & Derek personally own. We've been talking about Matterport since the metaverse series in 2021, and finally the stock had some life pumped back into it after a takeover offer from CoStar Group in April. Is this a good opportunity to jump in on the deal? We discuss with guest Collin Brantmeyer from the Motely Fool. Then Sam and Derek put in place plans on how they'll try and take advantage of this potential win from a stock that's been a major dog in the portfolio. Discussed:  Collin Brantmeyer's Article on Matterport Arbitrage in the Motley Fool Matterport Press Release on CoStar Buyout Offer Death of a Car Salesman Novel by Collin Brantmeyer Where we are: Johnny FD – Kyiv, Ukraine / IG @johnnyfdj Sam Marks - Barcelona, Spain / IG @sammarks12 Derek – Los Angeles, USA / IG @DerekRadio Sponsor: ShopifyShopify helps you sell EVERYWHERE. From their all-in-one ecommerce platform, to their in-person POS system–wherever and whatever you're selling, Shopify's got you covered. Sign up for a $1 per month trial period now at Shopify.com/ilab ILAB PatreonJoin the Invest Like a Boss Patreon now and get tons of bonus content, including additional episodes, full quarterly updates including account screenshots and more for as low as $5/month at Patreon.com/InvestLikeaBoss Time Stamp: 00:20 - Sam & Derek Intro 07:50 - Interview with Collin Begins 15:14 - Structure of the Matterport Deal 20:30 - Merger Tax Implications for the Investor 38:50 - How Sam & Derek will move on Matterport If you enjoyed this episode, do us a favor and share it! If you haven't already, please take a minute to leave us a 5-star review on Apple Podcasts and Spotify. Copyright 2024. All rights reserved. Read our disclaimer here.