Research Library
Since the establishment of our organization in 2007, we have produced in excess of 10,000 reports which have been meticulously categorized and made easily accessible through a variety of search parameters including content, popularity, sector, type, and date
28 Reports
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Thoughts into 1Q25 MRES Earnings
Maintain Preference for Secular Growers (COMP, RKT/RDFN, Z)
04/21/2025
Mortgage & Real Estate Services Update
More Balanced Risk-Reward, Upgrading to Market Weight
01/19/2024
Mortgage & Real Estate Services Sector Update
Lifting Valuations, Maintain Preference for Secular Growers
12/22/2023
Mortgage & Real Estate Services 3Q23 Takeaways
Macro Legging Lower, Commission Risk Rising
11/10/2023
Zelman Ratings System Update
Mortgage & Real Estate Services Sector Rated Market Weight
10/06/2023
COMP, OPEN, RDFN and RMAX 2Q23 Takeaways
A Reality Check of a Quarter, Maintaining Relative Preferences
08/10/2023
HOUS, OPEN, RDFN and RMAX 1Q23 Takeaways
A (Mostly) Fine Start to the Year
05/08/2023
State of the Real Estate Services Stocks
Thoughts on the Sector and Preferences in 2023
01/13/2023
OPEN, RDFN, RMAX and Z 2Q22 Takeaways
Staying Neutral Given Duration of Macro Risks
08/15/2022
Mortgage and Real Estate Services Update
First Blush on the Flood of Earnings
08/05/2022