The PPW Podcast
The PPW Podcast
Online Marketplaces Group
News Roundup, 10/07/26: Baltic Classifieds' Buyback, REA vs Domain & OMYHOME's $1 Delisting
43 minutes Posted Jul 10, 2026 at 3:45 am.
Welcome00:24 Baltic Classifieds Group: borrowing to buy back shares08:30 REA Group vs Domain: the marketing claims lawsuits20:55 Simon's "very expensive selfie" confession23:50 OMYHOME sold to its own founders for $127:55 Enterprise vs consumer AI adoption in real estate41:51 PPW Europe 2026 — Madrid, 28–30 OctoberHosted by:Edmund Keith — https://www.linkedin.com/in/edmund-keith/Harvey Hancock — https://www.linkedin.com/in/harvey-hancock/Simon Baker — https://www.linkedin.com/in/stbaker/
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Show notes
Ed, Harvey and Simon break down the week's biggest stories from the world of real estate portals: a Baltic classifieds giant borrowing to buy back its own shares, the escalating legal fight between REA Group and Domain over their marketing claims, and OMYHOME's unusual delisting back to its own founders for a single dollar. Plus, is the market overestimating AI's short-term threat to portals?In this episode:• Baltic Classifieds Group borrows ~€118m to buy back its undervalued shares (on 78% margins)• REA Group and Domain trade lawsuits over the "nine in ten" and Matterport marketing claims• Simon's confession about a certain "four times more views" claim from 2002• OMYHOME sold to its founders for $1, wiping ~$20m of debt• Enterprise vs consumer AI adoption, and why portals' AI-referral traffic is still under 1%Chapters: