The Motley Fool:
“I recently wrote a Motley Fool article Why Investors Who Like Zillow Should Love CoStar Group, for investors interested in the fast growing real estate technology space. It was syndicated a few days before rumors and reports began circulating regarding Trulia, (NYSE: TRLA ) acquiring Move, (NASDAQ: MOVE ) , operator of Realtor.com.
My article concluded with an observation that CoStar Group (NASDAQ: CSGP ) — rather than Trulia — would be a great marriage. Here is a quick chart that shows at a glance why Move, looks like a bargain for the other major players in this space:”
Interesting analysis.
I like that theory! They’ve already got apartments.com, realtor.com’s rentals could fold neatly into that. Move also has Top Producer and a version of that could be offered to commercial agents. Plus they have some money that they could pump into Realtor.com to help it compete against the big Z.
With the rise of real estate crowdfunding I also predict a major increase in the overall public interest in commercial real estate so it’s the perfect time to make a new visibility play that benefits their existing business and allows them to expand.