Opentrack @operdoor2

Hi guy's We track opendoor data. Taiwan Joined March 2022

Tweets

677
Followers

2K
Following

26
Likes

270

Opentrack @operdoor2

a month ago

@GMN_watch @ParclLabs x.com/i/status/20506… very close

@Opendoor 2026 Q1 Sneak Peek Raw data tracked: 1,467 homes sold $557.8M Revenue 12.29% Gross Margin. Accounting for ~85% tracking coverage and margin offsets, my final estimates for the Q1: ✅ Sales: 1,725 homes ✅ Revenue: ~$656M ✅Margin:10～11% $OPEN #Faster

4 3 46 2K 3

0 0 0 273 0

View Details

Opentrack @operdoor2

a month ago

@KeithBolognese @nejatian @morganb x.com/i/status/20506…

Opentrack @operdoor2

a month ago

4 3 46 2K 3

0 0 0 88 0

View Details

Opentrack @operdoor2

a month ago

April Summary: @Opendoor ( $OPEN ) Key Metrics & Q2 Projections 🏠📊 April was a strong month for Opendoor. Here’s a breakdown of the latest data: Inventory : 811 new listings in April (New high for 2026). Sales Activity: 581 homes sold 716 currently pending. (1/6)

6 10 99 10K 4

View Details

Opentrack @operdoor2

a month ago

4 3 46 2K 3

View Details

Opentrack @operdoor2

a month ago

Finally, what I most want to improve is that it takes about 30 days from pending to sale. I hope this time can be significantly shortened. (6/6) $OPEN #Faster @nejatian @morganb

2 0 23 2K 0

View Details

Opentrack @operdoor2

a month ago

Total projected sales: ~1,831 (captured data). Adjusting for data coverage (85-90%), total Q2 sales should land around 2,150 units. Estimated Q2 Revenue: ~$810M. (5/6)

1 0 10 2K 0

View Details

Opentrack @operdoor2

a month ago

As of now, among homes listed and pending on @Opendoor, 10.18% have been listed for more than 120 days; if only listings are considered, this figure is even lower at 5.68%. At the end of December last year, this figure was 33%. #FASTER $OPEN

6 16 132 14K 8

View Details

Opentrack @operdoor2

2 months ago

@RickyFrogFrog @Opendoor Yes, but there will be a gap of about 60-90 days between listing and sale.

0 0 0 613 0

View Details

Opentrack @operdoor2

2 months ago

Since April, the number of pending and sold homes in @Opendoor listings appears to have stagnated. With new listings reaching record highs, there is hope that this will boost future income. $OPEN #Faster

7 2 47 6K 4

View Details

Opentrack @operdoor2

2 months ago

$OPEN Are you serious ? Morgan Stanley? 97.8M Shares ！！

16 27 278 47K 22

View Details

Opentrack @operdoor2

2 months ago

$OPEN WOW!!!!

14 33 322 19K 13

View Details

Opentrack @operdoor2

2 months ago

@EliasSzlezak @Flaed1958 x.com/i/status/20393…

Opentrack @operdoor2

2 months ago

（1/2） Let me explain why my estimate differs from Singularity's. Singularity considers all homes delisted from OpenDoor as sold, even though they're pending for about a month before closing. Therefore, they include the 739 pending homes in their estimate.

5 1 19 4K 0

1 0 6 586 0

View Details

Opentrack @operdoor2

2 months ago

（2／2） At the current average price of $400,000, that's approximately $295,000 in revenue. Subtracting $295,000 from their estimate of $950,000 gives $655,000, which is very close to my estimate.

0 0 6 1K 0

View Details

Opentrack @operdoor2

2 months ago

5 1 19 4K 0

View Details

Opentrack @operdoor2

2 months ago

@skysync6652 @Opendoor Because he included properties pending in March in the sales revenue, but those properties won't sell until April, you can multiply his estimate by about 70% to get the actual sales revenue.

1 0 4 310 0

View Details

Opentrack @operdoor2

2 months ago

@Opendoor In 26Q1, I captured a total of 1,452 housing transactions. I was able to capture approximately 85% of the data, so that translates to about 1700 transactions and an income of approximately 650 million. $OPEN #Faster

2 2 30 2K 2

View Details

Opentrack @operdoor2

2 months ago

@Aubermark Hi Albert, have you noticed that Opendoor's acquisition volume and listing volume differ by more than half? For example, it acquired more than 1,600 listings in February, but has only listed more than 600 listings so far in March. What do you think might be the reason for this?