Martin Waeber, Head of Real Estate at SMG, joins Harvey and Simon, including an update on financials since it IPO'd last year, and the Group's thoughts on AI and Data being rolled into Product.

00:00 Intros

03:18 SMG basics

09:08 Business Model

15:18 Lead Attribution and AI Integration

18:10 The Future of AI in Real Estate

21:03 Data as a Competitive Advantage

24:11 Sustainability and Data-Driven Solutions

27:10 Product and Other Topics

Harvey, Edmund and Simon get together for a breakdown of the industry's latest news, from lawsuits in the UK to multi-market challenges for CoStar Group...

00:00 Introduction and Overview of the Real Estate Market

01:41 Rightmove's Legal Troubles in the UK

14:33 Zillow vs. CoStar Copyright Infringement Lawsuit Update

25:18 Hemnet rolls out 'Sell Now, Pay Later' offer Nationwide

31:35 The Shift in Real Estate Marketing Strategies

37:41 Should Rightmove and Hemnet go more Transactional?

43:30 Domain Layoffs and CoStar's Multi-Market Challenge

Ed and Harvey discuss the latest news from the world of property marketplaces, including...

- Zillow's move to get with the program and offer pre-market listings

- Domain's price freeze and possible layoffs

- SMG's first set of results as a public company

- AI products are becoming table stakes

Chapters

00:00 Introduction and Conference Highlights

03:28 Zillow's Pre-Market Listings and Industry Reactions

06:28 The Role of MLS and Brokerages in Real Estate

09:16 Zillow's AI-Powered Search Launch

12:09 Swiss Marketplace Group Financial Results

15:19 Domain's Pricing Strategy and Market Position

18:19 ChatGPT Integrations in Real Estate Portals

21:25 The Future of AI in Real Estate

24:30 Conclusion and Upcoming Events

Ed, Simon and Harvey discuss what's been said on stage at the PPW Bangkok Conference 2026 including 'wicked AI' and 'babies being thrown out with the bathwater'. Apologies for the lack of video. The edit on this one was a nightmare.

Ed is joined by Daft.ie's CCO, Adam Ferguson to talk about the challenges in the Irish housing market, the introduction of vendor paid advertising, the rollout and adoption challenges, the relationship with agents, subscription costs, competitor reaction, international adoption, AI search, bidding system, market conditions, and the impact on affordability and market dynamics.Chapters00:00 Introduction and Sponsorship06:11 Vendor Paid Advertising Model16:11 Relationship with Agents22:56 Competitor Reaction and International Adoption29:16 Market Conditions and Innovations37:15 Offers by Daft and Market Adoption

Ed, Harvey and Simon discuss the latest news from around the world of real estate marketplaces. This week's topics...

- CoStar's ongoing feud with activist investors gets even spicier

- Portals are increasingly turning to AI for search

- Purplebricks founders are set to return

- The competition authorities in Czechia have clamped down on sweetheart deals

Chapters

00:00 Jet Lag and Commitment

09:44 Investor Feuds and Market Dynamics

18:51 AI in Real Estate Search

26:02 The Future of AI and Data Partnerships

27:44 The Surprising Disconnect in User Expectations

29:33 Voice Search: A New Frontier in Home Searching

33:54 The Evolution of Home Search Technology

37:12 The Resurgence of Purple Bricks: A Brand's Struggle

41:48 Czech Republic's Portal Pricing Controversy

Mathew Heywood is the CEO of NeuralIndex, a specialist that helps portals turn listing photos (and other inputs) into queryable, semantically enriched data.We spoke to Mathew because NeuralIndex sponsored The State of AI-Powered Real Estate Search and because his central claim maps neatly onto what the benchmark shows: most portals can only “converse” over thin listing data unless they enrich it first.Chapters00:00 Introduction to AI in Real Estate Search03:04 The Limitations of Current Property Portals06:41 The Complexity of Property Search Queries10:30 Data Enrichment for Enhanced Search Experience12:30 Subjective vs. Objective Queries in Real Estate15:49 Combining Fast and Agentic Search Methods18:40 Impact on Traditional Portal Business Models22:40 Missteps in AI Real Estate Search25:59 Why Traditional Portals Struggle with Innovation29:21 The Future of AI in Property Portals31:52 The Impact of AI on Mortgage Brokers34:58 Navigating Challenges in Real Estate Markets37:12 Enhancing User Experience with Data40:04 The AI Search Landscape in Real Estate43:42 Predictions for AI Adoption in Real Estate

Ed, Simon and Harvey discuss CoStar Group's Q4 and end of year financials, Zillow's lawsuit, an acquisition by Zoopla, Native AI Portals, and sea change in Sweden.

00:00 Intros

01:00 CoStar Group financials and investor call highlights

17:00 Homes AI

21:00 Zillow litigation update

25:00 Zoopla acquisition

30:00 AI-Native portals

36:00 Sweden