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) launched Homes AI on Homes.com on February 17, 2026, a real-time, voice-enabled conversational experience built with Microsoft Azure OpenAI to guide home shoppers using Homes.com property data, Matterport 3D, school and neighborhood insights.
Homes AI stays within Homes.com data, routes inquiries to listing agents, and CoStar plans broader rollout across its platform portfolio.
Homes.com (NASDAQ: CSGP) reported that nationwide median home sale price rose 1.3% YoY to $374,900 in January 2026, with two‑year average growth of 2.8% annually. Inventory (~four months) and median days on market (~12 weeks) indicate a more balanced buyer‑seller market.
Several Northeast and Midwestern metros led gains (Philadelphia +8.6%), while some Southern and Western cities saw declines (Raleigh -4.3%, Seattle -3.8%).
CoStar Group (NASDAQ: CSGP) and Apartments.com revised their U.S. multifamily outlook on February 10, 2026, raising near-term rent growth while keeping vacancy steady. National rent growth is now expected at +0.2% in Q1 2026 (an upward revision of 60 basis points); Q4 2026 rent growth was lowered to +0.6% from +1.0%. Vacancy is projected to hold at 8.5% through year-end 2026, easing to 8.1% by end of 2027. The firm cited firmer leasing, extended supply absorption into 2026, and downside risks from weaker employment trends.
CoStar Group (NASDAQ: CSGP) reported Apartments.com multifamily rent data for January 2026 showing national average rent of $1,713, a +0.2% monthly rise from December and +0.6% annual growth.
All four regions saw month-over-month gains; Midwest led monthly and annual regional growth. Supply overhang and new construction continue to temper rent momentum in many markets.
CoStar Group (NASDAQ: CSGP) revised its U.S. office market outlook, projecting a stable vacancy rate of 14.1% through the end of 2026 after a mid-2025 cyclical peak. The forecast now expects a gradual decline toward ~13% by 2030.
The revision notes roughly 10 million fewer square feet of occupancy gains in 2026 versus prior expectations, about two-thirds of the under-construction pipeline delivering in 2026, and rent growth below 1% until acceleration begins in early 2027.
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.