Acquisition And Product EnhancementCSGP announced the acquisition of Visual Lease, a software platform that will enhance CSGP's RE manager business and help enhance the company's value proposition and competitive moat.
Financial Performance And Market Perception3Q24 results beat consensus due to higher-than-expected margins, and the market is pricing in significant negative value for Homes.com, suggesting an excellent entry point.
Sales Strategy And Market ConditionsThe recent shift in the sales strategy and a more favorable commercial estate market backdrop as interest rates come down positions CSGP to deliver improving bookings growth over FY25.