I examine how $6.4 billion real estate brokerage Compass stacks up against the digital wealth and lending companies with a similar go-to-market strategy, and provide some ideas as to why it is successful. Compelling questions also emerge when looking on how technologies like AR/VR are commoditizing the property brokerage experience. Compass, a residential real estate startup that built out a platform for brokers -- proprietary and external -- and has recently raised $370 million at a $6.4 billion valuation. I found the language and positioning sort of eery, in how similar it was to the story in industries I closely follow. It even bought a CRM earlier this year, not unlike AdvisorEngine buying Junxure, or Salesforce getting into financial verticals. What I did find unusual, was the absolutely massive valuation.