Opendoor was left for dead earlier this year, trading under $1 and facing possible delisting. But with Shopify veteran Kaz Nejatian stepping in as CEO — on a $1 salary and a $2.8B stock-based gamble — the company is staging a dramatic reset. Founders are back, fresh capital has been injected, and milestones are tied directly to share price targets up to $33. For investors, this creates a unique high-risk, high-reward setup. The question is simple: will this moonshot transform Opendoor into a real estate disruptor — or another failed experiment?

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Imagine stepping into a company at the edge of collapse—shares sinking below a dollar, investors circling impatiently, critics questioning if survival is even possible. That’s where Opendoor stood earlier this year. For many, the stock looked destined for obscurity, just another name in the crowded graveyard of “meme stocks.”

But then came a spark.

Opendoor has refreshed its leadership by appointing Kaz Nejatian, a veteran of Shopify $SHOP ( ▼ 0.46% ) , as the new CEO of Opendoor $OPEN ( ▼ 6.06% ) . The deal is unlike anything you typically see in the real estate sector. His pay? A symbolic $1 salary, no cash bonuses, and instead, one of the most aggressive stock-linked packages Wall Street has witnessed. If he can execute, he could walk away with nearly $2.8 billion and control almost 12% of the company.

That level of compensation doesn’t just reward success—it demands it. The board has set milestones tied to specific share price targets, ranging from $9 to $33. Each is a gate that must be crossed before more stock vests. Failure means nothing. Success means billions. For investors like you, this isn’t just a leadership change—it’s a moonshot moment.

And Nejatian won’t be alone. Founders Eric Wu and Keith Rabois are back, bringing what the company calls “founder mode” energy. Alongside that, Khosla Ventures and Wu have injected fresh capital. This is not window dressing. It’s a coordinated reset designed to jolt the business back to life.

If you’ve been burned by “lottery ticket” stocks before, the skepticism is understandable. Opendoor’s volatility is not for the faint of heart. In fact, some analysts liken owning it to gambling on a jackpot. The stock surged 78% in a single day after Nejatian’s appointment—numbers that scream speculation.

But here’s what makes this moment different:

For you as an investor, the opportunity is simple: Do you believe Opendoor can execute? If yes, the upside potential could be transformational. If not, the downside risk is equally sharp.

Let’s break down the compensation package so you see exactly what’s at stake.

If Nejatian succeeds, he’ll not only enrich himself but also cement his stake as larger than Eric Wu’s when the company went public via SPAC in 2020. For you, that means one thing: a leader who is fully chained to stockholder value.

This model isn’t entirely new. Similar pay structures have worked for CEOs at Airbnb and DoorDash, fueling rapid growth and aligning vision with shareholder return. The difference here? Opendoor’s path is far steeper.

Before getting swept away by the numbers, the risks deserve equal weight.

That’s why your approach matters. This isn’t a stock to “set and forget.” It’s one to watch closely, with position sizes that respect the risk.

You’re busy. You don’t have hours to dissect every meme stock swing or earnings call nuance. So here’s the distilled takeaway:

Opendoor has engineered one of the boldest CEO compensation bets in years. Kaz Nejatian is being challenged to deliver stock growth that could reshape the company’s future—or expose it as another overhyped experiment. With founders back at the table, capital injected, and AI-driven ambitions front and center, this is a moment of high risk and high reward.

As an investor, you need to decide whether this bet fits your portfolio. If your appetite leans toward asymmetric upside—a small stake with the potential for outsized returns—Opendoor could be worth your attention. If stability and predictability are your north star, this may not be your stock.

Think of it like this: You’re not betting on real estate. You’re betting on whether a CEO, armed with founder backing and an AI-driven vision, can transform a business on the brink into a market leader.

And sometimes, it only takes one bet like this to change the game.

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