RD RDFN 로딩 중... : 애널리스트의 강세 및 약세 의견

CoStar's strong ROI data for Homes.com subscribers suggests that the investment is beginning to translate into revenue growth, and management is raising prices. — If Homes.com can demonstrate a clear ROI to agents, it will increasingly compete for agent subscription dollars against Zillow and other portals, potentially shifting the competitive landscape.

Apartments.com saw a significant decline in competitor's brand awareness and traffic, and is gaining properties (nearly 14,000) at a record pace, partly due to Zillow's rental traffic down 48% YoY. — This indicates a major shift in the multifamily rental market, with CoStar directly capitalizing on the weakness of its main competitors.