Ed, Simon and Harvey discuss everything that matters in the world of real estate marketplaces this week...

- CoStar's ongoing investor spat and what the outcome might be

- QuintoAndar's big push into Rio de Janeiro

- Leboncoin shutters A Vendre A Louer

- Rightmove's EBITDA problem

00:00 Introduction and Weather Check

01:48 CoStar's Board and Activist Investors

04:01 The Role of Activist Investors

09:44 CoStar's Strategic Options

12:55 Homes.com and Compass

14:28 Market Trends and AI Impact

21:05 Quinto Andar's Investment in Brazil

25:50 Le Bon Quant's Strategic Shift

28:53 The Evolution of Brand Management in Real Estate

32:46 Legal Challenges in the Real Estate Market

37:16 Innovations in Real Estate Technology

42:42 The Struggles of Real Estate Agents with Pricing Models

Ed and Simon are joined by Slava Rodriguez, Real Estate Vertical Director at Larixon Classifieds, a company that operates portals across five very diverse markets.They explore market entry strategies, growth metrics, competition, and the role of social media in real estate marketing. The conversation also delves into branding strategies, managing operations across multiple markets, and the potential impact of AI on the real estate landscape.00:00 Introduction to Larixon Classifieds02:56 Market Strategy and Growth07:20 Real Estate Vertical Insights11:17 Competition in Diverse Markets13:57 Market Dynamics and Parallels16:00 Leveraging Social Media Marketing19:54 Brand Building and Marketing Strategies23:52 Managing Multiple Markets27:13 Trends in Classifieds and Future Outlook32:41 Impact of AI on Real Estate40:55 Transitioning from Corporate to Local Markets

Ed and Simon discuss all the biggest stories from the world of real estate portals this week (30th of January 2026). Including...- CoStar's war of words with its investor, Third Point- Hemnet's Q4 results and the Swedish market situation- Property Finder's $170M raise and potential merger00:00 Introduction to the Real Estate Marketplace News03:19 CoStar's Controversial Investment Strategies13:41 The Impact of Third Point's Activism on CoStar19:34 Market Reactions and Future Predictions28:46 Hemnet's Q4 Performance and Strategic Changes39:08 Property Finder's New Investment and Speculations