Podcasts about rea group

In this week's news roundup, regulators and courts take centre stage: REA Group settles with the ACCC, a Chicago judge hands MRED and Compass a win over Zillow, Hemnet's activist investors reshape the board and pause the buyback, and Schibsted appears to be lining up to take on its own former marketplaces business in Norway.Chapters:00:00 Intro01:34 REA Group Signs ACCC Undertaking Over Listing Clauses13:38 Are Regulators Cracking Down On Portal Pricing?17:39 Zillow Loses Injunction Bid Against MRED & Compass23:35 Who Portals Really Serve: Buyers & Sellers29:54 Hemnet Pauses Buyback After Board Shake-up33:20 Why Hemnet's New Board Went Local38:03 Can Hemnet's Share Price Recover?40:20 Schibsted Media, Polaris & Amedia Team Up To Take On Finn48:00 Vend At PPW Madrid & WrapREA Group Vs ACCCOn 14 September Australia's competition regulator accepted a court enforceable undertaking from REA Group over contract terms that, between 2013 and 2025, required or rewarded agencies for listing all or most of their properties on realestate.com.au. From 1 January 2027 agencies can move at least 25% of eligible listings to cheaper tiers, and the undertaking runs for three years. REA stressed there was no finding of wrongdoing. Simon explains why agents such as BresicWhitney want to hold listings back for their own sites, why this is marketing fuel for CoStar-owned Domain, and why rising portal costs against falling sales volumes mean regulators from Switzerland to Sweden and Spain are taking a closer look.Zillow Vs MREDA US judge has refused Zillow a preliminary injunction in its Sherman Act case against Chicago MLS MRED and Compass, and ended the temporary order that restored Zillow's listings feed. In the court's words, transparency is not, standing alone, a goal of the antitrust laws, and opacity is not an anticompetitive effect. Harvey read all 54 pages so you don't have to (selected quotes are on onlinemarketplaces.com), and Simon takes it back to basics: the buyer and the seller are the only essential parties, and a portal that loses listings loses relevance.Hemnet Vs BuybackAn extraordinary general meeting called by Vor Capital and Sprints Capital replaced most of Hemnet's board, with former REA and Rightmove executives making way for directors with deep Swedish market experience. The share buyback has been paused, with around SEK 189m already spent, as Hemnet enters what it calls a transformative phase. Simon, who has sat on boards on both sides of that debate, explains why local knowledge wins, why an 80% share price fall will take many quarters to recover from, and why "transformative" probably means an acquisition.Schibsted Vs Schibsted?!Schibsted Media, Polaris and Amedia have formed an equal three-way joint venture that looks set to take on Vend's Finn in Norwegian classifieds. Simon on why starting from zero against a dominant number one is so hard, the three-headed dog problem of media joint ventures, and why Vend should keep an eye on it without letting it become an anchor.The PPW Conference is in Madrid from 28 to 30 October. Get your tickets at ppweurope.com.Presented by:• Edmund Keith: https://www.linkedin.com/in/edmund-keith/• Harvey Hancock: https://www.linkedin.com/in/harvey-hancock/• Simon Baker: https://www.linkedin.com/in/stbaker/

In this week's news roundup, Zoopla breaks cover with a full set of FY2025 numbers, and that sets up a longer argument about the cheapest growth lever in the portal business: the story you tell about yourself. Chapters:00:00 Intro00:48 Zoopla Publishes Its FY2025 Financials11:56 Will Silver Lake Sell Zoopla, And To Whom?14:32 The Perception & Narrative Lever18:26 When Number Two Actually Overtakes Number One23:24 Inside The Claims Ledger: 19,300 Portal Claims32:11 Simon On Making Claims As A Portal CEO39:25 PPW Madrid Preview Zoopla Opens The BooksZoopla is no longer a public company and does not have to tell anyone anything, but it sent the market a press release anyway. Revenue of £83.2m for FY2025, down 1% year on year. Profit of £20.7m at a 16% margin. Homeowners tracking a property on the site up 39% to more than six million, and Prospect Plus seller leads converting to listings at 43%. What it did not disclose was agent or customer numbers, which is what the UK trade press led on. Simon reads a decade of roughly flat revenue as the honest picture of life as number two to Rightmove, and reckons the release is Silver Lake, eight years and around £2bn in, telling the market it is profitable and open to offers. His guess on the buyer: another PE firm rather than CoStar, Idealista or REA Group. The Narrative Growth LeverPaul Whitehead's comments to Harvey about customer perception set up the bigger question. Of the levers a portal CEO can actually pull, listings are hardest to move, traffic and product cost real money, and product has never once decided market leadership. Simon half agrees, and offers the two cases where number one genuinely fell: Casa losing Italy to Immobiliare, and Realtor.com losing the US to Zillow's Zestimate. Both needed the leader to slip at the same moment the challenger did something unusual. Claims Nobody Is CheckingWith 19,300 portal claims now in the OMP claims ledger, the question becomes who makes claims and why. Simon splits it four ways, leaders against attackers and listed against unlisted, and explains why he refused to make forward financial claims as a CEO, how survey-backed marketing claims really get made, and what to make of REA Group's disputed nine out of ten line. PPW Madrid PreviewThe conference runs 28 to 30 October. Around 300 of 500 places are already gone, Malcolm Myers and Mike DelPrete are on the strategic track, and more headline portal speakers are still to be announced. Tickets at ppweurope.com. Presented by:• Edmund Keith: https://www.linkedin.com/in/edmund-keith/• Simon Baker: https://www.linkedin.com/in/stbaker/

In this week's news roundup, Ed, Harvey and Simon look at a portal share price recovery that's outpacing the market, the escalating Compass–StreetEasy standoff in New York, and Silver Lake's sale of Hometrack to Providence Equity Partners.Chapters:00:00 Intro01:00 Portal Share Prices Bounce Back13:43 Compass vs StreetEasy: The New York Standoff23:48 Silver Lake Sells Hometrack to ProvidencePortal Share Prices Bounce BackA composite of eight listed portals — Rightmove, REA Group, Scout24, Hemnet, CoStar, Zillow, Baltic Classifieds Group and Swiss Marketplace Group — appears to have bottomed out in mid-June 2026. Off that low the composite is up roughly 18%, with the median portal rising about 12% over three months against 2–5% for the benchmarks. The rebound is uneven: Hemnet and SMG around 29%, KE Holdings 26%, REA 22%, Rightmove 20%, Scout24 20%, CoStar 13%. Portals are still around 42% below where they were a year ago, while the S&P and FTSE sit at or near record highs. Simon's read: the sell-off had less to do with portal fundamentals than with capital rotating into AI stocks and a fear that LLMs would route around portals — while the businesses themselves kept posting strong numbers.Compass vs StreetEasy: The New York StandoffStreetEasy, Zillow's New York portal, has capped how many new agents can join its Experts programme from any brokerage already holding 20% of its user base — a threshold only Compass and its subsidiaries (Anywhere, Corcoran, Sotheby's, Coldwell Banker) meet. It follows Compass's autumn 2026 marketing playbook, whose first suggestion to agents was to delist from StreetEasy. With Compass controlling an estimated 80% of Manhattan listings by one study, Simon frames this as a battle over unique listings and a genuine existential question for StreetEasy — and asks whether the tit-for-tat response is for StreetEasy to become a brokerage itself.Silver Lake Sells Hometrack to ProvidenceHometrack, the AVM business inside Silver Lake's Houseful, is being acquired by Providence Equity Partners. Harvey's original read was that this signals Silver Lake gearing up to sell Zoopla; Ed's is that a data engine is now an easier asset to sell than a consumer-facing portal. Simon — a Hometrack director twenty years ago — explains why it's so defensible: decades of UK housing data, an AVM used by 16 of the 20 largest UK lenders, and a repeat-revenue model around quarterly loan-book revaluation that took the cost of a valuation from roughly £200 to £20. He's unconvinced a portal group loses much by selling it, and explains why putting an estimate next to an agent's asking price is a problem of its own.PPW Europe runs 28–30 October — https://ppweurope.comPresented by:• Edmund Keith — https://www.linkedin.com/in/edmund-keith/• Harvey Hancock — https://www.linkedin.com/in/harvey-hancock/• Simon Baker — https://www.linkedin.com/in/stbaker/

What's happening in property investing news this week in Australia? It's time to find out! We remove all the fluff to bring a neatly packaged news show, designed to keep you on the ball as an Australian Property Investor. Let's see what's making property news headlines this week in Australia.

REA Group has delivered full-year revenue of $1.8 billion, up 11 per cent, with listing volumes holding up despite higher interest rates and a cooling housing market. But the company is now seeing very different conditions around the country.Sean Aylmer speaks with REA Group CEO Cameron McIntyre about why the business has remained resilient, what REA’s data is showing about buyers and sellers, the outlook for house prices and investors, and why the company sees itself as a beneficiary of artificial intelligence.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

The Australian share market reached another record high on Thursday, extending its winning streak to five consecutive days of gains. Gold miners led the charge as geopolitical developments eased inflation concerns, while early earnings results from AMP, REA Group, and others set a positive tone for the reporting season ahead. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The share market surges to another record high as ceasefire hopes lift miners and tech stocks, Beach Energy and REA Group report earnings. Plus, AMP celebrates its strongest turnaround since the Financial Services Royal Commission.See omnystudio.com/listener for privacy information.

SHARESIES · MARKET MOVEMENTS · 3 AUGUST 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 3 August ↑ WHAT’S UP — Equity markets snapped back, with the S&P 500 up around 1%, the Nasdaq up 1.6%, and the ASX 200 gaining 2.3% to break a falling streak. Rio Tinto shared strong results, while Microsoft and Amazon rose on Azure and AWS cloud growth. ↓ WHAT’S DOWN — The 30-year US Treasury yield jumped to its highest level since 2007 as investors demanded more compensation to hold amid lingering inflation doubts. Meta's earnings fell short on legal and AI infrastructure costs and Apple's record quarter was overshadowed by weak guidance. The NZX 50 bucked the trend, slipping 0.5%. ! BIGGEST SURPRISES — The Fed held rates steady despite three votes to hike, and again offered no forward guidance, leaving markets pricing a 65% chance of a September move. In Australia, June quarter CPI came in lower than expected at 3.8%, cutting the odds of an RBA hike by year-end to roughly 60%. ◎ WHAT TO WATCH — More earnings this week, with SpaceX reporting for the first time as a public company, and AMP, ResMed and REA Group due locally. Friday brings July’s US jobs report, a key read on the labour market as the Fed weighs its next move. ◈ BIGGER PICTURE — As long-dated yields hit a 9-year high, the bond market clearly doesn’t believe inflation is beaten. Investors are still responding cautiously to earnings, rewarding Microsoft and Amazon for proving that their AI spending drives revenue, while unenthused about results that don’t show a clear payoff. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.See omnystudio.com/listener for privacy information.

In this week's news roundup, Ed and Simon Baker unpack REA Group's exit from India, a big CFO move at CoStar, Dubizzle's push into rental protection, and why the real portal-vs-LLM fight is about consideration, not search.Chapters:00:00 Intro00:50 REA Group Sells Housing.com to Aurum PropTech20:19 CoStar Group's New CFO: Robin Rossman23:50 Dubizzle Group Invests in Takeem29:59 Portals vs LLMs: The Battle for ConsiderationREA Group Sells Housing.comREA India has signed a binding agreement to sell housing.com to Aurum PropTech for roughly A$68m — in Aurum shares, not cash — lifting REA's stake in Aurum from 5.5% to 24.9%. The expected loss on divestment is around A$110m, and India moves to a discontinued operation.Simon, a former REA Group CEO, argues the exit was always coming and puts it in the context of REA's long history of cross-border entries and exits. Ed digs into whether a traffic lead alone can ever pay in a market like India — housing.com hit 1.3x its nearest competitor, short of the 2x threshold former CEO Dhruv Agarwala said was needed for revenue to compound.CoStar Group's New CFORobin Rossman moves from MD of CoStar Group Europe to replace Chris Lown as CFO. Simon knows Rossman well and rates the mix of financial and operational experience — and doesn't rule out a long-term succession plan.Dubizzle Group Invests in TakeemDubizzle Group has taken a strategic stake in UAE rental protection platform Takeem, making Bayut and Dubizzle the exclusive portals for its rental guarantee product.Ed asks whether a portal should be carrying balance-sheet risk; Simon argues the pain points in emerging markets are simply different.Portals vs LLMs: The Battle for ConsiderationOff the back of Ed's article, the pair debate whether portals can build a genuinely neutral consideration engine when agents pay the bills — and Simon delivers a soundbite on whether portals can overcome the loyalty problem.Presented by:• Edmund Keith — https://www.linkedin.com/in/edmund-keith/• Simon Baker — https://www.linkedin.com/in/stbaker/

A stronger year for ASX listings is offering signs of renewed confidence, but competition for IPOs remains fierce as companies increasingly turn to private equity and overseas exchanges for capital. Ricardo Gonçalves speaks with ASX General Manager, Listings James Posnett about the rebound in new listings and what it means for Australia's capital markets. Plus, Mathan Somasundaram from Deep Data Analytics unpacks a flat session for the ASX as BHP shares fell amid strike action at its Port Hedland iron ore operations, while AMP and REA Group rallied on upbeat company updates.A stronger year for ASX listings is offering signs of renewed confidence, but competition for IPOs remains fierce as companies increasingly turn to private equity and overseas exchanges for capital. Ricardo Gonçalves speaks with ASX General Manager, Listings James Posnett about the rebound in new listings and what it means for Australia's capital markets. Plus, Mathan Somasundaram from Deep Data Analytics unpacks a flat session for the ASX as BHP shares fell amid strike action at its Port Hedland iron ore operations, while AMP and REA Group rallied on upbeat company updates.

A stronger year for ASX listings is offering signs of renewed confidence, but competition for IPOs remains fierce as companies increasingly turn to private equity and overseas exchanges for capital. Ricardo Gonçalves speaks with ASX General Manager, Listings James Posnett about the rebound in new listings and what it means for Australia's capital markets. Plus, Mathan Somasundaram from Deep Data Analytics unpacks a flat session for the ASX as BHP shares fell amid strike action at its Port Hedland iron ore operations, while AMP and REA Group rallied on upbeat company updates.A stronger year for ASX listings is offering signs of renewed confidence, but competition for IPOs remains fierce as companies increasingly turn to private equity and overseas exchanges for capital. Ricardo Gonçalves speaks with ASX General Manager, Listings James Posnett about the rebound in new listings and what it means for Australia's capital markets. Plus, Mathan Somasundaram from Deep Data Analytics unpacks a flat session for the ASX as BHP shares fell amid strike action at its Port Hedland iron ore operations, while AMP and REA Group rallied on upbeat company updates.

Ed, Harvey and Simon break down the week's biggest stories from the world of real estate portals: a Baltic classifieds giant borrowing to buy back its own shares, the escalating legal fight between REA Group and Domain over their marketing claims, and OMYHOME's unusual delisting back to its own founders for a single dollar. Plus, is the market overestimating AI's short-term threat to portals?In this episode:• Baltic Classifieds Group borrows ~€118m to buy back its undervalued shares (on 78% margins)• REA Group and Domain trade lawsuits over the "nine in ten" and Matterport marketing claims• Simon's confession about a certain "four times more views" claim from 2002• OMYHOME sold to its founders for $1, wiping ~$20m of debt• Enterprise vs consumer AI adoption, and why portals' AI-referral traffic is still under 1%Chapters:00:00 Welcome00:24 Baltic Classifieds Group: borrowing to buy back shares08:30 REA Group vs Domain: the marketing claims lawsuits20:55 Simon's "very expensive selfie" confession23:50 OMYHOME sold to its own founders for $127:55 Enterprise vs consumer AI adoption in real estate41:51 PPW Europe 2026 — Madrid, 28–30 OctoberHosted by:Edmund Keith — https://www.linkedin.com/in/edmund-keith/Harvey Hancock — https://www.linkedin.com/in/harvey-hancock/Simon Baker — https://www.linkedin.com/in/stbaker/

In this week's news roundup, the team unpacks Zillow's antitrust lawsuit against Compass and MRED, plus Q3 financial results from REA Group, Realtor.com and Rightmove.Chapters:00:00 Intro01:17 Zillow Sues Compass & MRED22:13 REA Group Q3 2026 Results30:28 Realtor.com Q1 Renaissance41:04 Rightmove Market UpdateZillow Sues Compass & MREDZillow has filed an antitrust lawsuit against Compass and Midwest Real Estate Data (MRED), alleging the two conspired to threaten Zillow's access to listings in Chicagoland if it enforced its listing standards. Harvey, Simon and Ed dig into the philosophical seller-choice vs buyer-information divide, Zillow's spiralling legal costs ($20m incremental in Q2 alone), and why this is the latest sign that agents and brokerages worldwide are starting to push back against portal power.REA Group Q3 2026 ResultsREA Group posted $398m AUD revenue (+6% YoY) and $220m EBITDA (+11% YoY) at a 55.3% margin. But REA India had a disappointing quarter and is starting to look like a soft exit. The team discusses whether owning multiple portals across multiple countries is anything more than a PowerPoint dream, and what Australia's new tax regime around negative gearing means for transaction volumes.Realtor.com - Renaissance Or PE Sale?News Corp CEO Robert Thompson hailed a "renaissance" at Realtor.com - revenues up 10% to $148m USD, 261m monthly visits, 31% portal visit share. Ed wonders whether the unusually effusive CEO commentary is a signal News Corp is teeing the asset up for a private-equity sale.Rightmove Market UpdateRightmove held 8-10% revenue growth guidance and pointed to 2,500 technology releases, 43 live AI initiatives, and LLM referral traffic still under 0.5% (flat since end of 2025). Simon and Harvey debate whether the AI doom narrative is overcooked, or whether traffic is leaking to smaller agents instead of the portals.Presented by:Edmund Keith - https://www.linkedin.com/in/edmund-keith/Harvey Hancock - https://www.linkedin.com/in/harvey-hancock/Simon Baker - https://www.linkedin.com/in/stbaker/

What's happening in property investing news this week in Australia?   It's time to find out!   We remove all the fluff to bring a neatly packaged news show, designed to keep you on the ball as an Australian Property Investor.     Let's see what's making property news headlines this week in Australia.      

AI is changing the way people search for property, and fast. Search is being shaped by video-first platforms and rising expectations around personalisation, transparency and confidence — especially in a market where decisions are bigger and stakes are higher than ever. Jarrod Scott, Acting Executive General Manager, Consumer Product at REA Group, and Sam Nokes, Director of Sales for Australia at iGuide chat us through the future of AI on realestate.com.auSee omnystudio.com/listener for privacy information.

Harvey and Simon get together for the weekly news roundup, featuring Zillow, REA Group and Fotocasa. There's also some AI search, data talk, and a conversation about Buyer Agents.00:00 - Intros04:20 - Share prices09:14 - Zillow's strategy with listings bans and off-market products14:16 - New ChatGPT integration for Fotocasa27:22 - REA Group's acquisition of Neighbourlytics and data integration potential33:04 - The future of human buyer agents and other AI42:25 - Outros

A new-look Domain has promised to put a cap on price hikes as part of its new plan to take it up to REA. Halter, a New Zealand-based agtech company has been valued at $2 billion as it builds AI-powered smart collars for cows. Cuttable, an Aussie AI ad business has just cracked the $100 million valuation with just 8 software engineers. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes. —- See omnystudio.com/listener for privacy information.

Welcome to another edition of the Propertybuyer Podcast Today we are joined by one of Australia's most respected housing analysts, Cameron Kusher. Cameron has spent years analysing credit cycles, demographic shifts, supply pipelines and price movements across every capital city. He is known for cutting through the noise and focusing on what the data actually says, not what the headlines suggest. Cameron was formerly Executive Manager of Economic Research at REA Group and Head of Research at CoreLogic and is now director of his own company - Kusher consulting. In this episode, we unpack the real drivers behind Australia's housing market, from borrowing capacity and rate movements to approvals, household formation and rental pressure. We explore where the risks sit, where the opportunities lie, and what serious buyers and investors should be watching over the next three to five years. Cameron – Welcome to the Propertybuyer Podcast. Before we dive in, we have a tradition on our podcast with a philosophical bent  - we have a “thought of the day” and like to get your perspective.

Harvey and Ed discuss the latest financial results from major real estate companies, including Zillow, REA Group, Vend and Realtor.com. They analyze the challenges these companies face in the current market, particularly Zillow's declining share price despite positive financial results. The conversation also covers the competitive landscape in India for REA Group and the introduction of ChatGPT plugins in real estate. Finally, they explore the state of AI search in real estate and upcoming industry events.Chapters00:00 Introduction to the News Roundup01:25 Zillow's Financial Performance and Market Challenges04:42 REA Group's Financial Results and Strategic Changes07:25 Competitive Landscape in India's Real Estate Market10:08 Realtor.com's Performance and New Developments10:51 ChatGPT Collaborations in Real Estate15:37 User Experience with ChatGPT Plugins27:02 AI Search Developments in Real Estate32:21 Upcoming Events and Conclusion

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian, as they review the news of the week. This week, they discuss: The news that Peter White is stepping down as managing director of the FBAA. Treasurer Chalmers' position on scrapping clawbacks. REA Group's move to acquire a commercial brokerage. And much more!

Thank you for joining us. We are back with daily market updates over reporting season, where we aim to set you up for the trading session ahead. We'll cover global markets, the latest Bell Potter research, and analyst expectations for listed companies reporting their financial results each day.   Overnight we saw yet another tech driven rally. US equities closed higher with artificial intelligence in focus, ahead of the release of economic data that will help shape the Fed's outlook. At the time of recording, the Dow Jones is up 0.04%, the S&P500 up 0.5%, while the Nasdaq has reached a gain of 0.93%.   The S&P 500 software services index gained as Shares of service almost 3%, while Salesforce and CrowdStrike gained 1.2% and 3.1% respectively.  In other economic news this week, investors will also be monitoring the January non-farm payrolls report out on Wednesday, which was delayed by a partial US government shutdown and the must anticipated January consumer price index, out on Friday.  What to watch today:Following US equities, the Australian market is set to rise 0.35% at the open, according to the SPI futures. In Bell Potter's latest research, the broker has lowered their price target on Sonic Healthcare (ASX:SHL), cautioning ahead of the H1 results set to be released on the 19th, however have maintained their Buy rating, noting the primary growth driver should be the acquired growth in the pathology business and that while their EBITDA estimate is in line with consensus, their margins are higher than consensus due to a lower revenue estimate. Bell Potter also released a Buy rating on REA Group (ASX:REA) and lowered their 12-month price target to $211. At the current share price of $168.10, this implies 25.5% share price growth in a year. So far this reporting season, 13 companies have reported results, with 3 beating analyst expectations, 5 in line with expectations and 5 missing expectations. Today Amotiv (ASX:AOV) and Computershare (ASX:CPU) are set to report today.  And Gold has topped $5,000 an ounce, and the US dollar fell. Oil is up to US$64.29. US President Trump struck optimism over the negotiations with Iran regarding a potential deal on defusing Iran's uranium enrichment capabilities. Oil prices had soared in previous weeks after the escalating tensions between both countries drove markets to consider the risk of the US enforcing sanctions on Iranian oil to a greater extent.

Ed, Simon and Harvey discuss the latest developments in the real estate marketplaces industry, focusing on REA Group's integration with OpenAI, M&A news, and market updates. They delve into Zillow's recent controversy regarding climate risk scores and highlight product innovations from various real estate portals. The conversation wraps up with insights on the upcoming conference in Bangkok.00:00 Introduction and Personal Updates01:57 REA Group's Integration with OpenAI13:31 Acquisition of Neighborlytics by REA Group21:16 Partnership with Ray White and Market Insights24:15 Exploring Square Yards and Baltic Classifieds28:11 Zillow's Climate Risk Controversy34:04 The Information Dilemma in Real Estate38:03 Innovations in Rental Market Solutions47:23 Upcoming Conference Insights

Ed, Harvey and Simon discuss potential lawsuits against Rightmove and Zillow, the impact of AI investments on Rightmove's share price, and financial updates from major real estate companies. The conversation highlights the ongoing challenges and legal issues faced by these companies, as well as the evolving landscape of PropTech and real estate marketing.

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Wall Street took a breather overnight as investors paused following two strong sessions, despite a string of upbeat quarterly results from major US companies. General Motors surged 16% after lifting its full-year outlook and easing tariff concerns, while 3M, Coca-Cola and Ford also impressed with strong earnings. The Dow hit a record high, though tech stocks like Nvidia and Alphabet pulled back on renewed US-China trade uncertainty. Meanwhile, gold slumped more than 5% and silver nearly 9% in their steepest falls in over a decade, pressuring mining stocks. ASX futures point to a weaker open, down 0.5%, with updates ahead from Woodside, Iluka, and REA Group. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Ed, Harvey and Simon discuss the recent $525 million investment in Property Finder, the leadership shakeup at REA Group, and the strategic discussions between News Corp and OpenAI. The conversation also touches on Hemnet's pricing challenges in Sweden and Zillow's ongoing copyright issues.

Harvey and Ed welcome Mike Bird, CEO of Apartments.com.au. They discuss Mike's background, the importance of AI in real estate, and the innovative Conversion Assist service that enhances lead conversion. The conversation also covers the business model of Aartments.com.au, the significance of trust and transparency in the market, and the role of editorial content in building consumer confidence. Mike shares insights on challenges faced in the industry, lessons learned, and the competitive landscape with major players like REA Group and Domain. The episode concludes with thoughts on personal branding and the future of real estate technology.

Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take for a look at all things gold, as well as the latest from REA Group.See omnystudio.com/listener for privacy information.

Ed, Simon, and Harvey discuss news in the real estate portal industry, including the appointment of a new CEO at REA Group, the challenges he faces, the complexities of going public for real estate companies, and the recent allegations against KE Holdings in China for inflating their financial numbers. The conversation also touches on the importance of integrating new home developments into real estate portals.

Edmund Keith, Simon Baker, and Harvey Hancock discuss the latest news and trends in the real estate marketplace and PropTech sector. They delve into Zillow's recent financial performance, including its revenue and ongoing legal challenges, as well as REA Group's financial year results and strategic investments in innovative companies like Jitty. The conversation also touches on the consolidation of real estate portals in Ireland, highlighting the implications for the market and competition.

REA Group just announced juicy profit and a bigger dividend as a parting gift from its retiring CEO. The ASX’s recent ‘human error’ has seen $400 million in value wiped from TPG Telecom shares. Duolingo’s quarterly results have smashed investor expectations as more globetrotters look to learn a new language…and not quit _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Aussie stocks cracked fresh record highs today, with the ASX 200 lifting past 8,800 points for the first time ever. Markets are buoyed by optimism around US rate cuts and easing trade uncertainty, even as Trump’s new tariffs come into effect tomorrow. Meanwhile, a tagging error by the ASX sparked confusion for TPG Telecom, and gold stocks rallied on the final day of the Diggers and Dealers forum. Plus, REA Group soared on strong earnings, IDP Education bounced, and Pinnacle and News Corp surged. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice. See omnystudio.com/listener for privacy information.

Company reporting continues, with News Corp and REA Group in the spotlight over their profits. MARKET WRAP: ASX200: up 0.84% to 8,843 GOLD: $3,365/oz BITCOIN: $175,969 CURRENCY UPDATE: AUD/USD: 65.9 US cents AUD/GBP: 48.6 British pence AUD/EUR: 56 Euro cents AUD/JPY: 96 Yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

In this episode of The Property Nerds, chief economist at Ray White, Nerida Conisbee, returns for her third appearance, diving into the power of data, infrastructure insights, and interest rate trends shaping Australia's property market. Speaking with hosts Arjun Paliwal and Adrian Lee from InvestorKit, and Jack Fouracre from Fouracre Financial, Nerida lifts the lid on how Ray White uses its vast network of auction, residential, commercial, and lending data into powerful market intelligence – giving agents and investors a competitive edge in real time. She explains how her transition from REA Group to Ray White opened up new opportunities to interpret on-the-ground trends, such as buyer sentiment and pricing movement, before they show up in traditional reports. Nerida unpacks how access to granular data has led to new insights and revenue streams, and why AI is turbocharging suburb-level analysis. She also breaks down recent movements in interest rate sentiment, noting how market momentum picked up in early 2025 off the back of expected rate cuts – and what this means for investor timing and opportunity. From the strength of Adelaide, Brisbane and Perth, to the true influence of infrastructure projects on property prices, this episode is packed with practical takeaways, including how investors can filter the noise, read the signals, and understand the timing and type of infrastructure that drives value.

Ed and Simon discuss the latest trends and challenges in the real estate marketplace, focusing on the REA Group's pricing power, the role of real estate agents in Australia, and the success of Square Yards in India. They also explore the implications of IPOs for real estate companies, the need for consolidation in the Indian market, and emerging trends in Egypt. The conversation touches on Zillow's new offer strategies and the future of buyer agents, as well as the complexities of duplicate listings in real estate portals.Chapters00:00 Introduction to Real Estate Market Dynamics02:55 Understanding REA Group's Pricing Controversy10:42 The Impact of Competition Authorities on Real Estate14:52 Square Yards: A Success Story in India18:53 Navigating the IPO Landscape19:55 Consolidation in India's Real Estate Market20:54 Emerging Trends in Egypt's Real Estate Market24:50 Zillow's New Offer Strategies30:58 Zillow's Legal Challenges and Duplicate Listings

In this episode, Simon Baker shares his extensive journey with the REA Group, detailing its founding, early challenges, and the evolution of its business model. He discusses the competitive landscape of real estate portals, the importance of vendor paid advertising, and the strategies employed to build relationships with real estate agents. Simon reflects on the lessons learned from international expansion, the challenges faced during his tenure, and the circumstances surrounding his departure from the company. He concludes with insights on the future of real estate portals and the importance of understanding market dynamics.

A credit rating downgrade of the US hurt the Australian share market, but how significant is it for investors? MARKET WRAP: ASX200: down 0.58%, 8295 GOLD: $3,187 US/ounce BITCOIN: $160,591 Dominos Pizza down 2.6% as the company announced CEO Kerri Hayman would step down in August. Mineral Resources down 8.8% to $24.08 on the appointment of Malcolm Bundey as Non-Executive Director. BHP down 2.4%, Fortescue losing 4.9% and Bluescope, down 2.6%. Evolution Mining rose 3.2%, Northern Star lifted 1.9% and Capricorn was up 3.4%. Origin Energy up 1.2% to $11.06. Higher by 1% was CBA, REA Group and Pro Medicus. CURRENCY UPDATE: AUD/USD: 64.2 AUD/GBP: 48 pence AUD/EUR: 57 Euro cents AUD/JPY: 93 yen AUD/NZD: 1.09 Dollars See omnystudio.com/listener for privacy information.

In this episode, Ed, Harvey and Simon discuss significant developments in the real estate marketplace, including CoStar's acquisition of Domain, the competitive landscape with REA Group and Zillow, and the implications of recent controversies in the UK and India. They explore the evolving trends in mergers and acquisitions within the industry and the importance of innovation in maintaining market relevance.

Gaming giant Aristocrat Leisure brought in a rise in profit, but the market was unimpressed by what it heard. MARKET WRAP: ASX200: up 0.13% to 8,279 GOLD: $3,254 US/oz BITCOIN: $159,417 AUD The Energy sector was the strongest with Brent crude back over $66 US a barrel. Woodside Energy were beneficiaries, up 3.4%, Life360 rose another 9.5% after its earnings yesterday. Up over 1% were Wesfarmers, REA Group and Brambles Aristocrat Leisure reported growth in revenue of 9% and a 6% lift in profit. Shares closed 8.9% lower to $62.10. Bain Capital withdrew its bid for Insignia Financial, seeing the wealth management company fall 15.8% to $3.37. CSL, Goodman Group and Transurban all down. CURRENCY UPDATE: AUD/USD: 65.0 US cents AUD/GBP: 48.7 pence AUD/EUR: 57 Euro cents AUD/JPY: 95 Japanese yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

How much of what we hear about Australia’s housing crisis is actually true, and how much is just media hype? In this episode, we’re joined by Cameron Kusher, a property economist who’s here to speak without corporate filters, and he doesn’t hold back. We talk about how the media often gets housing stories wrong, oversimplifying complex issues just to chase clicks. The real concern? That these headlines shape government policy, leading to short-sighted solutions that don’t actually fix anything. Cameron walks us through what’s really driving the supply issue: rising construction costs, GST on new builds, financing hurdles, and why “just build more” isn’t as easy as it sounds. We also chat about the missing piece in most political conversations: renters. There’s been decades of underinvestment in social and affordable housing, but that rarely gets the spotlight. We cover everything from tax reform to built-to-rent models, university responsibilities, and what role governments should be playing. If you’ve ever felt like the housing conversation is stuck or too focused on band-aid solutions, this one’s worth a listen. Episode Highlights: 00:00 - Introduction 01:02 - Who is Cameron Kusher? 01:38 - What frustrates Cameron the most about how media covers the housing market 04:21 - How could governments better assist the housing market? 12:44 - How biased is property media? Can we trust it? 15:26 - What do major networks get wrong about the property market? 17:30 - Why immigration is so hard to reduce and what does it means for housing 22:08 - Will falling inflation and interest rates increase housing approvals? 26:31 - Are planning reforms in NSW and VIC actually working? 33:35 - How much housing supply is considered enough? Can we sustain it? 42:14 - Could tax reform like land tax replace stamp duty? 46:14 - Do bold buyer incentives help or hurt the housing market? 48:37 - Are young people really locked out of the housing market? 51:53 - Is ‘giving while living’ the new Bank of Mum and Dad? 53:55 - Will downsizing boomers actually free up family homes? 57:46 - Are Australians becoming comfortable with lifelong mortgage debt? 1:00:06 - Cameron Kusher's property dumbo About Our Guest: Cameron Kusher is a seasoned property economist and one of Australia’s most respected housing market commentators. With more than 20 years of experience working in the Australian property sector., he has held senior research roles at CoreLogic and REA Group, where he served as Executive Manager of Economic Research. Cameron’s expertise spans residential and commercial property markets, focusing on data-driven insights into housing trends, affordability, and policy impacts. He is a sought-after speaker and writer, known for cutting through media noise to highlight the structural and economic forces shaping Australia’s housing landscape. Connect with Cameron Kusher: LinkedIn https://www.linkedin.com/in/cameron-kusher-bbb71b46/ Resources: Visit our website https://www.theelephantintheroom.com.au If you have any questions or would like to be featured on our show, contact us at: The Elephant in the Room Property Podcast - questions@theelephantintheroom.com.au Looking for a Sydney Buyers Agent? https://www.gooddeeds.com.au Work with Veronica: https://www.veronicamorgan.com.au Looking for a Mortgage Broker? https://www.alcove.au Work with Chris: chrisbates@alcove.au Enjoyed the podcast? Don't miss out on what's yet to come! Hit that subscription button, spread the word and join us for more insightful discussions in real estate. Your journey starts now! Subscribe on YouTube: https://www.youtube.com/@theelephantintheroom-podcast Subscribe on Apple Podcasts: https://podcasts.apple.com/ph/podcast/the-elephant-in-the-room-property-podcast/id1384822719 Subscribe on Spotify: https://open.spotify.com/show/3Ge1626dgnmK0RyKPcXjP0?si=26cde394fa854765 See omnystudio.com/listener for privacy information.

REA Group has seen its profits jump over 26% in the last 6 months and straight after this announcement, CEO has dropped the mic with some other big news. Estee Lauder, the global cosmetics behemoth, will lay off nearly 11% of its workforce after its earnings did a full-180 in its second quarter. Apple has just crashed Facebook’s party after releasing a new app called Invites that helps users create and send calendar events. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

The REA Group just published PropTrack Rental Price Data to December Quarter 2024. They say that National median weekly advertised rents increased by 1.6% over the December 2024 quarter to a new high of $620. But note this the asking price of new rentals. And does not cover rental increases on existing property where the … Continue reading "Rental Growth Hits A Ceiling!"

Plus, Australia's REA Group increases its bid for U.K. real-estate listing platform Rightmove. And China's central bank trims one of its short-term policy rates to boost the economy. Azhar Sukri hosts. Sign up for WSJ's free What's News newsletter.   Learn more about your ad choices. Visit megaphone.fm/adchoices

China surprises by slashing its key short-term repo rate and announcing a rare economic press conference which triggers speculation of further stimulus measures from Beijing. In France a new government drawn together by Prime Minister Michel Barnier is under threat from a vote of no confidence over his ministerial choices. Apollo Global Management is reportedly eyeing a $5bn investment in Intel while Qualcomm reaches out with a friendly take-over bid. And Rupert Murdoch's REA Group ups its takeover offer for UK property firm Rightmove following last week's initial rejection.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

One of Australia's great companies, REA Group, is looking to acquire the biggest real estate portal in the UK, Righmove. Today, we call Nick Cregan from Fairlight Asset Management who has invested in Rightmove to understand what REA Group sees in Britain and where it might go next. That's not all we cover in a big episode of Equity Mates:Elon Musk and Larry Ellison are begging for a product, can you guess what? Why Oracle is up more than 50% this year Super-for-Housing has been raised again. It is still a bad idea.Luke Laretive returns for another Pimp my Portfolio —------Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.—------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

REA Group, the owner of Realestate.com.au, has had its first offer to acquire UK's Rightmove rejected - but it may come back for more. HESTA, the super fund, is putting pressure on Australia's largest companies to adopt gender targets across their entire organisation. Google is facing its second antitrust trial against the US Department of Justice in just 2 months - for allegedly monopolising the digital advertising industry. — Build the financial wellbeing of your team with Flux at Work: https://bit.ly/fluxatworkDownload the free app (App Store): http://bit.ly/FluxAppStoreDownload the free app (Google Play): http://bit.ly/FluxappGooglePlayDaily newsletter: https://bit.ly/fluxnewsletterFlux on Instagram: http://bit.ly/fluxinstaFlux on TikTok: https://www.tiktok.com/@flux.finance—-The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

In this episode, we dive into some of the biggest deals currently shaping the corporate finance landscape.We explore Mars' acquisition of Kellanova, the NFL's move to allow minority private equity interests, the potential takeover of Rightmove by REA Group, and Blackstone's acquisition of AirTrunk.Join us as we unpack the strategic motivations behind these deals, consider potential antitrust concerns, and examine how interest rates are influencing the housing market.An essential listen for anyone looking to understand corporate finance in action. Hosted on Acast. See acast.com/privacy for more information.

Last week on the podcast, Bryce mentioned that "investing in a small cap index is now the way to go if you want small cap exposure". We got a few questions on why that was the case, so in this episode we unpack the problems of small cap indexes as why we will never invest in them.We also cover the news of the day, including:Like so many Australians, REA Group is moving to LondonThe numbers behind their UK takeover target Rightmove The escalating dispute between health insurers and private hospitalsWhy some parts of the healthcare industry are becoming "uninvestable"The NFL's decision to allow private equity investment Why Mark Cuban sold a majority stake in the Dallas Mavericks —------Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.—------Want more Equity Mates?Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

REA Group has announced that it's considering acquiring Rightmove, the United Kingdom's largest property platform. Abercrombie and Fitch, the 90's teen retailer, has seen its quarterly sales jump to over $1 billion USD after doing a major revamp to its brand. Airtrunk, the Australian data centre group, has been sold for over $23 billion after a 12 month auction that was heated. — Build the financial wellbeing of your team with Flux at Work: https://bit.ly/fluxatworkDownload the free app (App Store): http://bit.ly/FluxAppStoreDownload the free app (Google Play): http://bit.ly/FluxappGooglePlayDaily newsletter: https://bit.ly/fluxnewsletterFlux on Instagram: http://bit.ly/fluxinstaFlux on TikTok: https://www.tiktok.com/@flux.finance—-The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

Steve Carroll is a renowned figure in the Australian real estate industry, recognized for his extensive expertise in sales, leadership and the digital transformation of the sector. With a career spanning over two decades, Carroll has held leadership positions at three of the world's leading media companies, including REA Group and News Corp. His work has impacted real estate professionals across three continents, driving change and opening new opportunities. Carroll's influence extends beyond corporate leadership; he is also a pivotal figure in educational and charitable endeavours within real estate. He has facilitated numerous real estate conferences globally, delivered presentations at major Australian real estate events and has coached thousands of agents and agencies through his Agent Profile Masterclass. Since 2019, his contributions to the industry and charitable work with Hands Across The Water have earned him a spot among Australia's top 50 most influential leaders in real estate​​. Digital Live, founded by Carroll, is an initiative that amplifies the leadership skills of real estate professionals through dynamic digital presence. The program is designed to transform the conventional approach to conferences, ensuring they deliver measurable outcomes and long-lasting impacts on participants​. In addition to his professional achievements, Carroll is deeply involved in charitable activities. One notable initiative is the Digital Live Ride, a transformative leadership experience that takes participants on a bike ride across Thailand. This event is not just about challenging physical limits; it's also a means to support children's charities, highlighting Carroll's commitment to making a positive impact beyond the real estate industry​​. Carroll's insights into leadership in the digital age emphasize the importance of embracing digital tools to amplify leadership qualities, recruit, retain and unlock the full potential of talented professionals. He underscores the heightened expectations of employees, particularly millennials, in the digital era and the necessity for leaders to adapt to these changes to remain relevant​​. Although known well for his marketing and digital knowledge and experience, this episode delves deeper into how Steve arrived to where he is today, the lessons he's learned and the insights he provides are invaluable to shifting perspective in life. It's an episode not to be missed.   Connect with Steve: Instagram - @stevecarroll1580 Instagram - @digitalliveaus Website - www.digital-live.com.au/ LinkedIn - www.linkedin.com/in/steverobertcarroll/   Disclaimer: Important Notice The information provided in Share Podcast is for general informational purposes only. We are not experts in the discussed subjects, and our opinions are personal. While we aim for accuracy, we don't guarantee the completeness or reliability of the information. This podcast should not be considered a substitute for professional advice. Always consult qualified experts for specific advice. We are not liable for any decisions made based on the podcast content. The opinions expressed are those of individuals and not representative of any affiliated entities. The content is protected by copyright and unauthorized use is prohibited.