News Roundup 6/2/26: CoStar’s Investor Spat, QuintoAndar Invests in Rio, Leboncoin Shuts Vertical
Fri Feb 06 2026
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
More
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