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Loup TV 103: Real Estate Tech Investors Say ‘Show Me’
Opendoor, Zillow

Gene and David recap the earnings season for real estate tech and conclude that despite strong results, investors are waiting to see how these companies perform in a slower housing market before giving them credit. In the end, we believe investors are too focused on the cyclical nature of the housing market and not focused enough on the secular tailwind of real estate moving offline to online.

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