エピソード

  • Tackling Inefficiencies in Slow Economies, with Matthew Page
    2024/10/28

    Matthew Page is Commercial Director at Ringier South Africa, a tech hub creating and distributing top-level software solutions to classifieds marketplaces worldwide. In this week's episode, Matt joins Simon Baker and Harvey Hancock to discuss what Ringier is working on, trends across different markets and economies, and what we can learn from Africa. 0:00 intros 3:00 Matthew and Ringier 8:00 Ringier's appearance in Barcelona 9:55 What are the use cases for Ringier tech? 13:00 "It's what you send, not how you send it" 15:00 Tech that does the 'donkey work' 20:00 Implementation and methodology 23:45 Pricing 26:07 Global trends in classifieds 29:21 Profitability challenges of being bloated 31:00 Agent Monetization Models from Ringier's perspective 35:00 Market scraping for sales-focused data analysis 38:15 Scraping without tech expertise 41:01 Bonus Conversation - Business lessons from Africa 45:15 Mobile first 48:10 AI prefers simplicity 49:25 outros

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    52 分
  • News Roundup, October 2024
    2024/10/24

    Simon Baker and Harvey Hancock get together to discuss the biggest stories from the past month.


    0:00 intros0:59 Patient CoStar

    6:15 Underperforming Domain

    10:15 Dominant Hemnet

    14:32 Sellable Homely?

    16:57 Public Dubizzle Group?

    20:20 Noncompliant FangDD

    24:02 Private PropertyGuru

    29:12 Disruptive AI

    30:22 upcoming events, content and outros

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    33 分
  • Barcelona Conference Roundup (AI version)
    2024/10/10

    In a first for the PPW Podcast, Simon and I take the back seat and let artificial intelligence take the lead (really). After a short introduction to set the context, this episode hands over to two non-existent podcasters to discuss all things real estate and conference takeways - all taken from Simon's notes from the on-stage presentations throughout the conference. A stroke of genius, or scary? You decide!

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    18 分
  • Going Public, a Double-Edged Sword
    2024/09/23

    On this week's episode of the PPW Podcast, Simon Baker and Harvey Hancock discuss the complex, expensive and sometimes dangerous experience of being a publicly-listed company. From an overview to the listing and delisting process, to a few anecdotes and "zoom-out" questions, this is an excellent introduction to what being part of public company is really like. 0:00 intros 2:45 Breaking down public companies 9:21 Once you're listed... 12:20 Managing expectations (efficiently) 17:35 What is the profile of a company that is ready to go public? 20:06 Delisting 30:15 Wins and losses 33:25 A company Simon admires 34:30 The future of public vs private ownership 37:10 Final Barcelona conference pitch and goodbyes

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    39 分
  • "REA-Move" Special: What now after failed bid?
    2024/09/20

    Harvey Hancock and Simon Baker jump onto their second emergency podcast in as many weeks after Rightmove rejected a takeover bid by Australia's REA Group. Will a bidding war emerge? What premium needs to be offered to entice Rightmove shareholders to sell? Will a takeover even happen? 0:00 intros 2:52 What's happened? 10:00 Market dynamics and shareholder reactions 17:23 Will a high premium scare off bidders like CoStar? 19:00 Does Simon foresee a bidding war? 21:00 Vendor Paid Advertising 24:00 Has Rightmove's share price already hit its all time high? 27:00 next episode teaser and goodbyes

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    28 分
  • Scaling and Exiting, with Joe Hanna
    2024/09/09

    On this week's episode, Joe Hanna from Fusion 4 Ventures joins Simon Baker and Harvey Hancock to discuss all things scaling and exiting. With multiple exits under their belts, Simon and Joe get into basics, wrong turns, and pragmatism, among other topics.


    Please note there are some audio issues in this episode - but the conversation was good enough to warrant publishing the conversation anyway. Apologies for any inconvenience for listeners - keep your fingers on that volume button.


    00:00 Introduction and Updates

    02:58 Scaling and Exiting in the Real Estate Industry

    08:04 Challenges and Strategies in Scaling and Exiting

    14:51 The Connection Between Scale and Exit

    19:07 Top Mistakes in Scaling and Exiting

    21:28 Preparing for an Exit: Growth, Profitability, and Cost Synergies

    24:35 Reducing Key Person Risk and Ensuring Company Independence

    26:49 The Role of Fusion 4 Ventures in the Acquisition Process

    28:53 Flexible Payment Schemes for Advisory Services

    40:21 The Importance of a Realistic Understanding of the Process and Valuation

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    48 分
  • "REA-Move" Special: What's in a deal?
    2024/09/05

    Harvey and Simon jump onto an emergency podcast to discuss (gossip about) the emerging news story that Australia's REA Group is considering a $4.4 billion buyout of British real estate portal Rightmove. 0:00 intros 0:45 diving into the rumour 4:00 Why is REA Group being opportunistic? 6:27 Hostile vs Friendly takeovers 8:40 Can REA afford a deal this big? 12:07 Does this deal make sense for both groups of shareholders? 16:00 Can UK agents afford another price hike? 21:26 Why are so many big money deals happening right now? 26:10 PPW Barcelona, non-financial advice, and goodbyes

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    28 分
  • Pivoting from iBuyer to portal to pursue the Mexican opportunity with Bernardo Cordero, co-founder of Clau
    2024/09/03

    Ed and Simon and joined by Bernardo Cordero, co-founder of Clau (formerly Flat.mx).


    A lot has changed since Bernardo and his co-founder Victor Noguera founded Flat.mx as a do-it-all PropTech in 2019. The company has moved away from iBuying and from being a brokerage and has rebranded as Clau looking to take on the real estate portal market.


    Bernardo talks about why Flat pivoted away from iBuying despite decent margins, the scale of opportunity in Mexico and the challenges ahead as Clau looks to take on incumbent portals.

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    48 分