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CoStar Group reports company developments across online real estate marketplaces, property information, analytics, and 3D digital twin technology. News commonly covers market data and forecasts from CoStar and Apartments.com, including multifamily rent trends, office leasing, retail and industrial vacancy, hotel performance, and regional investment activity in the property markets.
Company updates also include quarterly operating results, bookings trends, marketplace traffic, acquisitions, and corporate governance developments. CoStar Group serves commercial and residential real estate customers through information products and marketplace brands used for property discovery, advertising, research, and market intelligence.
CoStar Group (NASDAQ: CSGP) revised its U.S. industrial market forecast on February 5, 2026: vacancy is expected to tick up from 7.5% to 7.8% by year-end 2026 as supply outpaces demand, then decline through 2027. Average annual rent growth is forecast at +2.2% for 2026–27, briefly near +1.0% in 2026 before reaccelerating to +2.8% by end-2027. Absorption should increase in 2026 but remains weak versus pre-2023 levels, and sublease availability is rising in newer properties. CoStar highlights downside risks including higher tariffs or weaker goods spending that could push vacancy to 8–9%.
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CoStar Group (NASDAQ: CSGP) will report fourth‑quarter and full‑year 2025 financial results after market close on Tuesday, February 24, 2026.
Management will host a conference call and live audio webcast at 5:00 PM EDT the same day; a replay will be available in the Investors section of the company website. The company reported 143 million average monthly unique visitors in Q3 2025.
D. E. Shaw sent an open letter and presentation to the Board of CoStar Group (NASDAQ: CSGP) on Feb. 4, 2026, urging immediate change after what it calls prolonged underperformance and value-destroying capital allocation.
The letter cites >$3 billion invested in Homes.com, ~$2 billion cumulative losses, just $80 million in annual Homes.com revenue, projected profitability delayed to 2030, and calls for Board and leadership changes ahead of the 2026 annual meeting.
CoStar Group (NASDAQ: CSGP) announced board refreshment, a Capital Allocation Committee, and actions to prioritize profitable growth and shareholder returns. Key moves include a $1.5 billion authorized repurchase, accelerated completion of an existing $500 million buyback, reduced Homes.com net investment of $300 million in 2026 and $100+ million annually thereafter, and a 2026 outlook of $3.8B revenue (+18%) and $770M Adjusted EBITDA (+83%, 20% margin).
The company expects Homes.com breakeven exiting 2029 and longer-term Adjusted EBITDA of $2.3B (35% margin) by 2030.
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CoStar Group (NASDAQ: CSGP) CEO Andy Florance was named a top-ten executive on the 2026 Swanepoel Power 200 for U.S. residential real estate, his third consecutive year on the list. The company highlights Homes.com—acquired for $156 million in 2021—as its fastest-growing revenue product, with 26,000 Members (up nearly 150% since Q3 2024) and 115 million average monthly visitors as of Q3 2025. Homes.com added 7,000 Members in Q3 2025 and launched AI Smart Search in Oct 2025. CoStar reports over 8,400 employees and 143 million average monthly unique visitors across its sites in Q3 2025.
Homes.com (NASDAQ: CSGP) reported that nationwide median home price rose 1.1% from $376,025 (Dec 2024) to $380,000 (Dec 2025) while affordability improved for the first time year-over-year since 2020.
Key drivers: average weekly earnings +3.75% (to $1,266), mortgage rates down from 6.85% to 6.15%, and inventory +17% in 2025. Midwest metros led gains (St. Louis +7.7%), while some Texas markets fell (Dallas-Fort Worth -4.9%, Austin -3.8%).
CoStar Group (NASDAQ: CSGP) reported U.S. office leasing activity rose 5% year-over-year in 2025, with an estimated 410 million sq ft of new leases signed and three consecutive quarters above 100 million sq ft. Boston led markets with a +52% gain, while San Jose and San Francisco each rose about +40%, driven largely by AI-related demand. CoStar noted ~30,000 lease deals in 2025 and an average lease size of roughly 3,500 sq ft, more than 15% smaller than the five-year pre-pandemic average. Markets with year-over-year declines included Seattle, Atlanta, Houston, and Philadelphia.
CoStar Group (NASDAQ: CSGP) reported Apartments.com multifamily rent trends for December 2025 showing U.S. apartment rents rose to an average of $1,708, a +0.1% month‑over‑month increase and annual growth of 0.66%. December ended a five‑month streak of flat or falling rents and signaled a modest seasonal rebound. Regional MoM results: Midwest +0.12%, South +0.07%, Northeast +0.06%, West -0.01%. Annual leaders: Midwest +2.2%, Northeast +1.5%; West -1.4%, South -0.1%. Metro winners included San Francisco +0.64% MoM and annual +5.9%; Austin led declines at -4.6% YoY. Elevated supply and localized employment weakness tempered rent momentum.