Zillow Group, Inc. (Z) Management Presents on Piper Sandler 2021 Virtual Global Technology Conference (Transcript)

Sep. 13, 2021 6:01 PM ETZillow Group, Inc. (Z) Stock, ZG StockZ, ZG
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Zillow Group, Inc. (NASDAQ:Z) Piper Sandler 2021 Virtual Global Technology Conference Call September 13, 2021 1:30 PM ET

Company Participants

Jeremy Wacksman - Chief Operating Officer

Conference Call Participants

Thomas Champion - Piper Sandler & Co.

Thomas Champion

Hello, everyone. I'm Tom Champion. I head up Piper Sandler's Internet Research Team along with my colleague, Jim Callahan. Today, I'm joined by Zillow Group COO, Jeremy Wacksman. Mr. Wacksman is long-tenured at Zillow having joined the company in 2009, following stints at Microsoft and Trilogy.

Jeremy, it's terrific to see you. Thanks so much for joining us today.

Jeremy Wacksman

Yes, great to be here. Thanks for having me, Tom.

Thomas Champion

Okay. Let's start with the real estate market overall. You've been working in the industry, obviously, for quite some time. What's kind of your perspective or your take on the current market?

Jeremy Wacksman

Yes. I mean this year has seen quite some extremes in the real estate market and we're starting to see some normal seasonality return. Home prices are obviously still appreciating but they're not quite appreciating as quickly as they were before, especially the torrid pace earlier this year. And we're also starting to see some uptick in inventory and as well with that, some uptick in homebuyer sentiment. Homebuyers are saying, "Hey, now maybe is a good time to buy." It's creeping back up. And so improved listings and inventory, slower home price appreciation, low rates, those are all great macro factors to help the market become a little more balanced. And then obviously, that all is then aided by the two tailwinds we, at Zillow Group, have spent a lot of time talking about. One, those demographic shifts, right? Millennials entering their prime home buying years and the great reshuffling we talk about a lot, where everyone really in all segments is thinking a little differently about what do they need from home.

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