Company Snapshot

Investment Thesis

CoStar Group provides commercial real estate data, analytics, and marketplaces (Apartments.com, LoopNet). SaaS subscriptions and marketplace network effects drive high-margin recurring revenue.

  • Data Moat: Decades of property data underpin CoStar Suite.
  • Marketplace Growth: Apartments.com and Homes.com scale with consumer traffic.
  • International Expansion: European acquisitions extend data platform abroad.

Strategic Mix

CoStar Suite CRE data, analytics, and marketing tools
LoopNet Commercial property marketplace
Multifamily Apartments.com marketing platform
Residential & Other Homes.com, Ten-X, and emerging marketplaces

Mix mirrors CoStar's suite of SaaS/data and marketplace assets.

Recent Performance

MTD TBD
QTD TBD
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5Y TBD

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Strategic Insights

Homes.com Investment

Heavy marketing spend targets long-term residential TAM.

AI Automation

Computer vision and AI enhance listing accuracy and analytics.

Cross-Selling

Integrated platforms increase wallet share among brokers/landlords.

Latest Coverage

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