저자: Kevin · 외국인
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아마존이 Realogy(리얼로지)와 제휴해 'Amazon Turnkey' 주택 구매 서비스를 출시. 구매자에게 아마존 크레딧·스마트홈 제품을 제공하고, 실질적으로는 중개사 연결(리드 제너레이션) 수익을 공유하는 구조로 분석. 아마존은 설치 서비스 고객 확보 이점이 크다고 평가. 발언자는 이 서비스 자체는 구매자에게 가치가 크지 않아 이용을 권하지 않으며, 리얼로지 주가 반등 가능성에 대해 관심을 표함. 영상 기준 리얼로지 시간외 약 24% 상승.
다듬은 글
welcome to an emergency meet kevin report reporting news that makes you money within the last hour amazon just announced it's a new venture into helping buyers buy homes it is currently a 553 a.m. on a July 23rd and just within the last hour this announcement has come out I have not gone to sleep yet because I need to break this to you there are a lot of interesting things we can take away from this not only related to what this program is should you use it what are the benefits how does it work how do these players make money but also is there a play in the stock market for Amazon stock and rheology stock let's get into it right now first things first if you go to amazon.com forward slash turnkey you will see the new partner web page between rheology the company that owns Better Homes and Gardens Coldwell Banker century 21 to Sotheby's and er a real estate and all of their new services the goal is hey get matched with a hand-selected agent right here on amazon.com find and purchase your new dream home with your agents help and get thousands back in moving benefits from Amazon this sounds really cool I'm a quit being a real estate agent and stop buying houses through Amazon cos who doesn't want thousands of dollars in free stuff let's go a little bit further into this and of course if we scroll down the page a little bit we get a video so let's just watch it together Millennials love videos and Alba millennial turnkey matches you directly with a hand-selected agent in your area your agent will work with you to find the house that perfectly meets all your needs upon closing amazon will help make your house a home with free amazon moving back this choose your Amazon home services to help you feel at home in your new place you can have a team of helping hands do all your heavy lifting or a pro while mount your TV screen your package also comes with a curated suite of smart home products like a ring video doorbell Amazon will install your products make sure they all work perfectly and show you how to use them enjoy the ease of using a Lexus to set the scene for your evening so here's how this works if you buy a home for between 150,000 to just under four hundred thousand dollars you'll get a package value from Amazon of a thousand dollars worth of stuff you get four hundred fifty dollars in credits towards moving services like unpacking cleaning handyman services you'll get an echo dot which I think those are worth like thirty nine dollars when you get them on Black Friday one echo show which I think those are somewhere around what 129 130 now and a ring doorbell - those are often $1.99 so we've got some value here you also get the Amazon move coupon which gives you ten percent off on up to $200 worth of stuff now that $450 credit and the extra things that seems cool but keep in mind for that ten percent off coupon up to $200 you can get that through the post office you just go to USPS gov and go to moving package or like change-of-address online you punch in your change and you get the amazon coupon it's the same thing amazon's been doing this for a while it hasn't really been a secret so let's let's see what other benefits we could get here because right now it looks to me like amazon is just offering to give you stuff if you use an agent through their service and we're gonna break down exactly how this works let's see what else we have here so if you buy a house for between 400 to just under $700,000 or you buy a house for seven hundred thousand dollars plus looks like you're going to get package values between a going to be either a thousand dollar credit towards services or fifteen hundred dollar credit towards services and here's a list of junk that you'll get along with it which appears to be a mix of a Wi-Fi related products you've got electronic door locks here ring Echo's you've got fire TV cubes okay so I get it if you want to buy a house and you use a real estate agent through amazon.com slash turnkey you get free stuff so how does this work why is amazon giving free stuff and what does this mean because there's still no Buy It Now Buy so according to the New York Times which they literally just published a their article on this the way this works is when you fill out the getting started form you're going to fill out your contact information and you'll get on the phone with rheology rheology is a lead generation company that also owns a lot of these brokerages their stocks been plummeting lately they haven't been doing that well because they're in big competition against companies like compass real estate red fin and Zillow in fact they're in so much competition that rheology just filed a lawsuit against compass so there's a lot of drama in the real estate industry although that should go without any surprise the drama and real estate kind of go together have you ever watched million dollar this thing so anyway once you get on the phone with rheology their goal is to match you with a real estate agent which obviously that agent is going to be with one of the companies that they own this is really good for rheology and all of the agents that work for that company because what does it mean anyone that fills their information out on this website will go through a funnel and eventually trickle down to an agent working for one of these companies which is an awesome lead source for them so big benefits to the company rheology especially in such a competitive space now once you're on the phone with rheology it's presumed that the people on the phone are going to try to figure out what zip codes you're interested in and then they're just going to assign you to an agent in that area that works for either Coldwell Banker century 21 Sotheby's or any of the other companies that they own so you're pretty much just getting kind of funneled down to a street-level agent now how does this exactly work like who pays for this so here's how real estate typically works having been a real estate agent for almost a 10 years now I can tell you that the biggest part about the real estate business is lead generation if I want to sell a $500,000 house I might make two and a half percent on that and earn a commission of up to $12,500 selling that house the problem is I need buyers and sellers that's the biggest thing of most service businesses is you need clients well a lot of agents because of that are willing to pay companies for leads and there are two ways of doing that you could pay Zillow monthly to put your face next to every listing that pops up online which have you ever wondered why there's always like the same real estate agent that pops up next to like every house are they just really busy or do they just pay to have their face plastered there or you could do what a lot of real estate companies do and now and you just pay a referral fee to those companies so for example if rheology calls me up and goes hey Kevin I got a lead for you you want to work with them I go sure I closed a deal I might kick back 30% of my commission to rheology because they referred me a deal 30% is $3,750 and remember that would have been on a $500,000 house while on a $5,000 house amazon is willing to give you a package value of up to $2,500 but keep in mind that probably only costs amazon $1,500 so in reality all this is is a dressed-up lead generation service that is Amazon as getting into the business of saying hey we'll put our brand on a lead generation platform we'll partner with this struggling company rheology whose stocks been getting hammered and now when people sign up to look for a house through Amazon Amazon and rheology could split that referral fee and try to offer some value back to the buyers while at the same time keeping some profit first let's start with what this means for Amazon then rheology then we'll talk about what this means for buyers and whether or not you should use this service so what does this mean for Amazon well in my opinion Amazon's not really doing much here but they're getting a massive benefit they're entering into a competitive lead generation source for real estate agents which there is a lot of money to be made in the source and in one swoop by partnering with rheology Amazon is in the business of being able to take big old referral fees now Amazon is giving value back in that Amazon is basically riding a Trojan horse right into your house because when have you ever gone on Amazon to look for let's say a ceiling fan and then when have you ever actually pressed the button yeah give me expert installation on this fan I don't know many people who have actually used that service but think about it this way now Amazon has young a hook you have these Amazon credit services you may as well use it what happens now you use it you hopefully like it and you realize wow that was easy next time you buy something on Amazon you might want to use those in-home services again it is a brilliant in my opinion guerilla marketing opportunity for Amazon to get their home installation services right into your home during one of the most stressful times right after a move and here's Amazon coming in on their white horse to solve everything for you and Amazon's gonna be top of mind next time you go to buy something and Amazon is basically getting all the stuff that they're giving you paid for by the referral fees agents are kicking back to Amazon a really big disclaimer don't sue me bro let me make it very clear I'm speculating here I'm speculating because this is very normal it's very normal in the industry that if an agent gets a lead the agents gonna kick back twenty five to sometimes thirty five percent to that lead source rheology Zillow Redfin whomever it is however I'm guessing that because rheology has been struggling a bit and they have a massive incentive to partner with a company like Amazon not only to help their share price which by the way as of when I last looked at it is up twenty four percent pre market here and pretty sure the market opens in about 15 minutes let's see what Amazon stock is doing Amazon stock pre market up just about half of a percent as well and so to me this is a brilliant move for Amazon they literally just hooked up with three thousand agents are able to get these referral fees the referral fees pay for the junk that they're giving people and now people are getting all this junk from Amazon they have a better association with Amazon's install services and now they're more likely to use more Amazon install service like brilliant for Amazon this makes me actually consider Wow Amazon might make some big money on this I might be interested in looking at rheology profits and their SEC filings to see how much of those profits might transfer on over to Amazon in this partnership this will be very interesting to track there is a risk factor though and that is over the past five years rheology stock hasn't been doing a - superhot and I think one of the reasons for that is there is just so much of this online competition now but I hate to say it most of these online companies competing for market share in the real estate space don't have the clout that Amazon does so now when we look at the potential of investing in rheology obviously it's already up 24% but this could be very much a profitable shift in the market space for rheology now let's talk about buyers how does this affect buyers and should you use this service here's the thing in my opinion I probably would not use the service look I think the service could be great for a lot of people if I was going to buy a seven hundred thousand dollar house I would love fifteen hundred dollars in unpacking services and handyman services and some echoes and light bulbs and stuff but I wouldn't necessarily care so much about the smart home products as I would care about getting a good deal and the problem that I find in getting assigned to an agent that's rated in an area is I don't really care about a five-star rated agent when I'm looking for an agent or when I teach people we have a coupon code wedge 100 link below 20% off when I teach people what to look for in an agent I say that when you build your circle you want to find agents that not only are rated and experienced in the area that you're looking in but they understand how to invest in real estate and how to make you money in the long run that should be the goal of a real estate agent and when you're an investor that's the kind of agent you want in fact I have a course on helping real estate agents get leads and I teach the agents that one of the biggest things you can do as an agent is teach your clients how to make money so to me being assigned to just any realtor that's going to help me buy my dream home wouldn't necessarily be my goal my goal when buying real estate is I want value that is I want to be able to buy a house for $500,000 that I could spend twenty five thirty thousand dollars fixing up and now it's worth $600,000 those are what I call wedge deals in real estate and so while this seems interesting I kind of am disappointed by this whole setup honestly I don't think I would use it because I don't see that much value in this honestly for the $1,500 credit or the thousand dollar credit I might and I mean I hate to say this because I just I wouldn't do it but I'd almost be more inclined to use the Redfin service see take a look at this here if you buy a house between four hundred to six hundred ninety nine thousand dollars with Amazon you get a package value of twenty five hundred dollars but you're really only getting a thousand dollars worth of a credit and then you're getting this stuff that you might not really care about right the the coupon you could get anyway so that doesn't matter but over here on red fin if I scroll this to a four hundred thousand dollar house they're offering me twenty six hundred dollars back which twenty six hundred dollars back is already more than their minimum package value in this range if I go up to say six seventy five red fins offering me up to six thousand three hundred ninety dollars back I mean that's awesome that's that's great now I still wouldn't be that inclined to use red fin or Amazon because again I want that agent that's going to find me wet steals it's gonna find me really good real estate that I'm going to be able to rent out in the future and I'm focused on long-run investing with this agent and building my real estate portfolio with them I don't know the more I look at this this whole real estate amazon turnkey thing it seems a little bit gimmicky to me it seems a little desperate by rheology and I mean it's a good move for them to make don't get me wrong I mean rheology with their plummeting market value they are going to love this partnership and I think Amazon's going to love it as well because it's an easy industry for them to just slap the amazon brand on and great start sending us more business it's not a bad idea I'm just not that convinced that the value is there for buyers just to take randomly assigned agents from this particular company instead I'd be much more inclined to do what I recommend pick up the phone start meeting with agents that invest and make flippers money and make rental investors money that's the agent I want to work with I want agents that have good connections to contractors handyman and vendors and you know what the other thing you can do and I mean not saying you should do this but the other thing you could do is you could go hey I got partnered up with this agent from rheology using Amazon turnkey but they don't you know that I don't know maybe they do maybe they don't maybe they're not as inclined to investing as it seems like you are would you mind giving me like a little bit of a kickback you know two thousand dollars and I'll go work with you that's probably more of what I'd be inclined to do because I really like that consumers have choice when they go to buy but that is when you're going to buy find the agent that you're gonna be compatible with that also invests in real estate to make you money rather than just being assigned an agent so you can get your echo dot in your ring not really seeing the massive value there so overall for me this is a big pass although it's very interesting to see Amazon invading the space I would have really expected them to do it better than this but hey like I said could still be a good way to make some money on Amazon stock or rheology stock because I have a feeling both of them will probably do well with this over next few quarters as they really use that Amazon brand to leverage this to see what happens thanks again ]
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