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.
D. E. Shaw sent an open letter on April 4, 2026 to the Board of CoStar Group (NASDAQ: CSGP) criticizing a recent segment reorganization that reduces transparency into Homes.com results.
The letter cites suspension of Homes.com bookings disclosure, a 9% stock drop that destroyed about $2 billion in market value, and concerns over prolonged underperformance and shareholder accountability.
CoStar Group (NASDAQ: CSGP) reports London office yields compressed sharply in 2025 amid rising investor demand. Transaction-based London office yields fell 130 basis points to 5.9% by Q4 2025, while average regional yields rose 70 bps to 10.5%, widening the spread to 460 bps.
Industrial yields climbed to 7.1% (up 60 bps), and retail and industrial yields reached parity for the first time since 2018.
Apartments.com (NASDAQ: CSGP) published its February 2026 multifamily rent growth report showing modest, uneven U.S. apartment rent gains. The national average rent rose to $1,716 (+0.1% month-over-month) and annual growth eased to +0.4% in February from +0.6% in January.
Supply pressures and elevated new construction weighed on Sun Belt metros, while supply-constrained and select coastal markets posted stronger gains.
CoStar Group (NASDAQ: CSGP) reported full‑year 2025 revenue of $3.2B, up 19% year‑over‑year, and fourth‑quarter revenue of $900M, up 27% versus Q4 2024. Full‑year net income was $7M; Adjusted EBITDA was $442M, up 83% YoY. Net new bookings were $308M. The company completed a $500M repurchase in 2025 and plans an additional $700M repurchase in 2026 under a $1.5B authorization. Management affirmed 2026 guidance of revenue $3.78B–$3.82B and Adjusted EBITDA $740M–$800M, and recast segments to Commercial and Residential product portfolios.
Homes.com (NASDAQ: CSGP) published the most expensive publicly marketed closed home sales in major U.S. metros for January 2026. Top sales included Miami $33,000,000, New York $29,500,000 and Los Angeles $23,500,000. The report covers MLS-listed transactions and excludes private/off-market deals.
Homes.com also noted strong demand for homes over $1 million and highlighted data limits in nondisclosure states such as Texas, where only list prices were available.
CoStar Group (NASDAQ: CSGP) kept its U.S. retail outlook unchanged through 2026, forecasting vacancy to rise slightly in early 2026 before easing later in the year and into 2027, with a peak near 4.4%.
Full-year net absorption is forecast at just over 16 million square feet, the third-lowest annual demand in the past decade, while supply remains limited and downside risks from tariffs and price increases persist.
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.