Industry Relations Forecast 2026: Mortgage Rates, MLS Wars, and Industry Consolidations
Rob Hahn and Greg Robertson close out the year with their annual predictions episode. They debate where housing transactions, interest rates, and home prices are headed, then turn to broader market forecasts. The conversation shifts to industry-specific predictions around lawsuits, private listings, MLS policy, portal strategy, and where consolidation may reshape brokerages and real estate technology next.
Key Takeaways-
Existing home sales, interest rates, and median home price predictions — with very different rationales.
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Why mortgage rates may be driven more by the bond market than the Fed.
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Bold calls on NASDAQ, gold, and Bitcoin.
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Compass vs. Zillow and the future of private listings.
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A potential overturning of the NAR settlement and what that would mean for the industry.
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Why forms litigation could be the next major legal battleground.
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What portals like Zillow, Realtor.com, and Homes.com may need to change.
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Predictions around major brokerage, franchise, and proptech consolidation.
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MLSs redefining participants, IDX access, and control of listing data.
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