西海岸科技中心房价趋势 - 最昂贵的主要城市都在西海岸科技中心，季节性房屋价值增长最快[1] - 买家在美国最昂贵的主要城市看到房价上涨速度比其他地方快[3] - 五个最昂贵的市场中，有最高比例的房主可能被困在他们的抵押贷款中[4] 房屋市场竞争情况 - 本春季市场竞争激烈，库存和利率锁定是决定性因素[1] - 这些市场中的竞价战很常见，买家在少数选择中竞争，库存恢复速度低于疫情前[5] - 三月份售出的房屋只用了13天，比疫情前的速度稍慢，但比疫情前的平均速度快得多[10] 地区房屋市场对比 - 南部城市的房屋增值较为平稳，新建房屋提供了一种缓解压力的途径[6] - 新奥尔良、奥斯汀和圣安东尼奥是买家实际上比疫情前有更多选择的市场[8] - 在许多市场，新房和总库存已经恢复，买家在谈判中获得了优势[9] 降价情况分析 - 三月份有超过五分之一的卖家降价，是十年来降价比例最高的时期[1][12] - 中西部相对价格较低的市场以及昂贵的沿海城市，销售房屋的市场时间非常短[11]

Zillow (NASDAQ:Z) stock is a hot topic on Wednesday as the real estate platform company’s shares get updated coverage from Jefferies analysts.Jefferies analyst John Colantuoni updated his price target for Z stock from $70 per share to $75 per share. That’s a potential upside of 31.2% over the stock’s prior closing price. It’s also well above the analysts’ consensus price prediction of $58.75 per share.The Jefferies maintained a “buy” rating for Z stock in this latest coverage. That’s a bullish stance next t ...

Zillow股价下跌原因分析 - Zillow的股价在3月下跌了11.5%，因为有关房地产经纪佣金将发生根本性变化的消息引发了对公司未来表现的担忧[1] - Zillow的大部分收入来自向房地产经纪提供的广告服务，而住宅市场占据了其2023年总收入的75%。因此，削减房地产经纪佣金不应直接影响Zillow的财务状况，因此该消息导致股价急剧下跌似乎有些奇怪[3] - 投资者担心，如果房地产经纪业务的经济模式发生变化，将影响对Zillow服务的需求。房地产专业人士将拥有更少的现金，因此他们的广告预算可能会减少[4] 竞争对手和市场趋势 - 竞争减少可能导致对营销和潜在客户生成的需求减少[5] - 虽然美国SPDR S&P房地产ETF上涨，但竞争对手Redfin的股价也因NAR的消息而下跌，说明了上个月影响股价的宏观力量[6] 美国住房市场前景 - 尽管Zillow的可寻址市场和单位经济前景不太乐观，但股票的长期成功仍与美国住房市场息息相关。然而，过去一年半来，美国住房市场也面临挑战[7] - 最近的数据令人鼓舞：2月份新房开工增长了11.6%，达到两年来的最高水平。现有住房销售量也在2月份增长了9.5%[8] - 经济学家普遍预计，在经历了几年的重大干扰后，住房部门将出现缓慢而稳定的改善。一旦房地产经纪完全消化了新的佣金结构，Zillow的核心业务可能会遵循这一轨迹[9] 投资者展望 - Zillow的前瞻市盈率(P/E)比率目前低于34，相对现金流更便宜。公司未来几个季度可能会艰难，但长期看好的投资者有机会以合理的估值价格买入[10]

Conference call to be webcast live at 2 p.m. PT / 5 p.m. ET SEATTLE, April 8, 2024  /PRNewswire/ -- Zillow Group, Inc. (Nasdaq: Z and ZG) announced today it will release first-quarter 2024 financial results after market close on Wednesday, May 1, 2024. The company will host a conference call and webcast to discuss its results that afternoon at 2 p.m. PT / 5 p.m. ET. Information about Zillow Group's financial results, including a link to the live webcast and recorded replay, will be available on the company' ...

Low inventory is keeping competition high and home values rising There are currently 550 U.S. cities where the typical home value is $1 million or more, up from 491 a year ago. California easily boasts the most million-dollar cities, followed by New York and New Jersey. Florida, Texas and Delaware are the only states with a net loss in million-dollar cities over the past year. SEATTLE, April 2, 2024 /PRNewswire/ -- The U.S. has a record-high 550 "million-dollar" cities — cities where the typical home is wor ...

房屋特色对销售的影响 - Zillow研究发现，带有TikTok趋势的特色，如植物架和圆角，销售速度比预期快近一周[1] - 室外电视、室外淋浴和室外厨房等特色可以帮助房屋以高达3.1%的溢价售出[1] - 圆角、植物架和特色水磨石瓷砖等时尚特色可以吸引更多竞争买家，促使房屋更快售出[1][6]

Property managers' race to woo tenants eases, signaling a tighter market for renters this springSEATTLE, March 20, 2024 /PRNewswire/ -- After a winter that saw nearly a third of rental listings offering tenants tempting concessions such as free months of rent or free parking, Zillow's latest data reveals the share of rentals offering perks may have hit its peak. The good news for renters is that the market is friendlier than it was a year ago, with the share of rentals offering a concession rising 5.6 perce ...

Shares of Zillow Group (Z -13.49%) (ZG -13.02%) fell 13.5% on Friday after the National Association of Realtors (NAR) agreed to settle a series of lawsuits brought by home sellers alleging the industry has conspired to boost agent commissions.The move appears likely to pave the way for reduced broker commissions on real estate sales -- a development that could potentially curb one of Zillow's bread-and-butter revenue streams.On the NAR's historic settlementIn a press release earlier today, the NAR announced ...

New listings are up 21% annually, evidence of rate lock easing New listings rose annually in every major metro. Total inventory rose 12% year over year; the largest gains came in the South. Competition is stiff for attractive listings; homes went pending in just 17 days nationwide. SEATTLE, March 14, 2024 /PRNewswire/ -- An infusion of new inventory into the market is welcome news for buyers on the hunt for their next home this spring. It's also more evidence that the effects of "rate lock" on homeowners ar ...

Zillow Group, Inc. (NASDAQ:Z) Morgan Stanley Technology, Media & Telecom Conference March 6, 2024 4:20 PM ET Company Participants Jeremy Hofmann - Chief Financial Officer Conference Call Participants Matt Cost - Morgan Stanley Matt Cost All right. Thank you so much everyone for being here. My name is Matt Cost from Morgan Stanley US Internet team thrilled to be joined by Jeremy Hofmann, CFO of Zillow. Thank you so much for being here. Jeremy Hofmann Yeah. Thanks for having me. Matt Cost I have to quickly go ...