More Balanced Risk-Reward, Upgrading to Market Weight

Mortgage & Real Estate Services Update

Friday, January 19, 2024

Real Estate Services Company-Specific Company-Specific Real Estate Services

Within our research coverage of public real estate services companies, we offer reports that are incremental to our recurring publications and intertwine our sector conclusions with company-specific dynamics. These include broad-based earnings previews, adjustments to our financial models and updated perspectives on valuation.

Related reports

Monday, April 21, 2025

Thoughts into 1Q25 MRES Earnings: Maintain Preference for Secular Growers (COMP, RKT/RDFN, Z)
Friday, December 22, 2023

Mortgage & Real Estate Services Sector Update: Lifting Valuations, Maintain Preference for Secular Growers
Friday, November 10, 2023

Mortgage & Real Estate Services 3Q23 Takeaways: Macro Legging Lower, Commission Risk Rising
Friday, October 6, 2023

Zelman Ratings System Update: Mortgage & Real Estate Services Sector Rated Market Weight
Thursday, August 10, 2023

COMP, OPEN, RDFN and RMAX 2Q23 Takeaways: A Reality Check of a Quarter, Maintaining Relative Preferences
Monday, May 8, 2023

HOUS, OPEN, RDFN and RMAX 1Q23 Takeaways: A (Mostly) Fine Start to the Year
Friday, January 13, 2023

State of the Real Estate Services Stocks: Thoughts on the Sector and Preferences in 2023
Monday, August 15, 2022

OPEN, RDFN, RMAX and Z 2Q22 Takeaways: Staying Neutral Given Duration of Macro Risks
Friday, August 5, 2022

Mortgage and Real Estate Services Update: First Blush on the Flood of Earnings
Monday, July 18, 2022

State of the Real Estate Services Stocks: Resetting Forecasts on Steep Macro Revisions
Monday, May 9, 2022

OPEN, RDFN and Z 1Q22 Takeaways: Prepping for the Slowdown
Thursday, July 8, 2021

State of the Real Estate Services Stocks: As Buyers Tap the Breaks, Downshifting to Neutral