22 April 2026<\/p>\n<\/div><\/div><\/div><\/div><\/div>
Shawn O’Malley and Daniel Mahncke explore CoStar Group (ticker: CSGP), the dominant provider of commercial real estate data and analytics, and assess whether the company’s massive $5 billion bet on Homes.com can successfully crack the residential real estate market dominated by Zillow, or whether this ambitious expansion will destroy shareholder value. CoStar has delivered nearly 60 consecutive quarters of double-digit revenue growth and commands roughly 50% profit margins on its core business.<\/span><\/p>\n In this episode, you’ll learn how CoStar built a monopoly-like position in commercial real estate data, why the company is investing $5 billion into Homes.com to compete with Zillow, how CoStar’s acquisition strategy has fueled its growth, what the competitive dynamics look like in residential real estate, and whether CoStar’s stock is attractively priced at current levels, plus so much more!<\/span><\/p>\n Attend our Intrinsic Value Conference (for free)<\/b>: From 1-4 pm CT on Friday, May 1st, at Hotel Indigo in downtown Omaha (Address: 1804 Dodge St, Omaha, NE 68102)<\/span><\/p>\n\n
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