For those of you attending the National Housing Supply Summit organized by Dennis Steigerwalt and Matt Hoffman in Washington DC, we've added an Innovators Roundtable Dinner to the calendar on March 17th.

It's officially earnings season…and there's no shortage of notable developments, starting with Homes.com's AI play (I'm not bullish it'll make a difference in the portal wars) and the Redfin/Rocket deal with Compass. We dropped summaries for ❇️CoStar, Compass, and Rocket❇️.

This year's international excursion is approaching, walking the Camino for six days May 9-16th…I share why GEM Walks the Camino is the perfect way to slow down and find a state of calm to ensure the priorities guiding your life and business, are the right ones. I call it finding your quietude.

Quietude: a state of stillness, calmness, and quiet in a person or place.

-DM

NEW GEM MEMBERS

• Adam Segal from Cove

UPCOMING GEM EVENTS

• San Francisco: Innovators Roundtable Dinner (March 12th)
• Washington DC: Innovators Roundtable Dinner (March 17th)
• Seattle: Private Residence Dinner (April 1st)
• Dallas: Innovators Roundtable Dinner (April 9th)

Interested in learning about future dinner opportunities? Sign up for GEM Primer.

In this Weekly Radar, we cover:

• Redfin/Rocket is teaming up with Compass in a big way.
• Portland is paying homeowners to rent spare bedrooms to add more affordable housing supply to the rental market.
• Another "cut out the agent" play went under.
• The GEM Proptech Index increased 1.32% from the previous week.

Latest from Geek Estate Blog:

Rental Fee Transparency and the Software Test for Property Managers

The compliance clock is ticking for property managers. What once started as a best practice in rental listings is rapidly becoming a regulatory expectation that demands real action. Fee disclosures that were previously buried in fine print, PDFs, or buried conversations during the leasing process…

GeekEstate BlogMerrick Lackner

Unlocking Donor-Advised Funds to Address the Homeownership Crisis

For the first time in modern history, an entire generation faces the prospect of being permanently priced out of homeownership, with long-term consequences for wealth accumulation, community stability, and economic mobility. At the same time, the philanthropic landscape has quietly changed. Donor-advised funds have accumulated…

GeekEstate BlogFrank Rohde

Privacy vs. Security: The Growing Battle Reshaping Real Estate Technology

In my twenty years in real estate technology, I’ve watched the industry shift through waves of advancing technology, regulatory change, evolving tenant expectations and new market pressures. Today, one challenge stands out from the rest for tech leaders in our industry: navigating the increasingly complex…

GeekEstate BlogNathan Miller

As always, links surrounded by the ❇️ emoji indicate exclusive GEM content. If you would like to have access to all links or attend our curated gatherings, please consider GEM membership.

Transmission Recap:
Last week, Drew Meyers pressure tested two startups that have announced funding lately. In Part I, he poked holes in Sekra's mission to reimagine what rental living can look like with community at the core. In Part II, he ❇️explored Oro and whether employer housing benefits can finally take hold❇️. Most recently, Jeff Turner wrote an important essay about AI voice, perhaps the most important topic of the whole year. If you're not thinking deeply about the implications of AI voice technology advances, you're building in the past. Dig in.

BIZ INTEL

PROPTECH INDEX WEEKLY - AS OF 2/27/2026
By: Community Relations

Consisting of 25 stocks, the GEM Proptech Index had a combined market cap of $243.102B, an increase of 1.32% from the previous week.

QUARTERLY EARNINGS SUMMARIES
Read full summaries for: ❇️CoStar, Compass, Rocket, Opendoor, Airbnb, Zillow, News Corp, and ProCore❇️ (will be published to Crystal subscribers once all ten earnings summaries are completed).

GEM MEMBER NEWS

• Rental Beast partnered with Esusu to bring credit monitoring and rent reporting to RenterLift. — Ishay Grinberg
• HomeCode Reviews launched with an analysis of more than 150 products. — Troy Palmquist
• Padsplit is one of Portland's "Qualified Home Sharing Providers." — Atticus LeBlanc
• Rechat and Canva partnered. — Shayan Hamidi
• Acres partnered with Hamlet to allow teams to visualize where there is meaningful municipal discussion. — Carter Malloy
• Katie Hill was a guest on the Housing Wire podcast: Listen

REAL ESTATE

ROCKETING UP PRIVATE LISTINGS
By: Drew Meyers

Compass "struck a three-year partnership with Rocket Companies to display coming-soon listings" that means agents have control over syndication to Redfin, "where the listings wouldn’t accrue days on market, price histories or home valuation estimates," according to Inman. Compass Private Exclusives will eventually be included in the syndication arrangement. Rocket will offer Compass clients a 1% reduction in the mortgage interest rate for the first year of a loan.

Robert Reffkin mentioned that "MLSs with rules that restrict off-MLS marketing of listings would 'lose their moral narrative'." Brian Boero has a great take on this, which is encouraged reading for those deep in residential.

Compass receives leads, more eyeballs on their coming soon and private exclusives, better financing for their clients, and strikes against Zillow in the process. Rocket obtains more inventory and a path to being cozy to the clients of the largest brokerage in the country, so as to serve them with mortgages.

It all makes sense.

Yet...