Rocket and Compass Partner to Expand Redfin Listings in Challenge to Zillow
Rocket Companies (RKT) and Compass (COMP) have forged a three-year strategic partnership, bringing over 500,000 Compass listings to Redfin's platform. The deal, announced on February 26, 2026, includes "coming soon" and "private exclusive" listings, significantly boosting Redfin's inventory. Rocket will offer Compass clients a 1% interest rate reduction or a $6,000 lender credit, sweetening the collaboration.
Market reaction was immediate, with Rocket's stock climbing 8.3% in after-hours trading and Compass rising 3.5%. The MOVE positions Rocket—which now owns Redfin and Mr. Cooper—as a stronger competitor to Zillow's dominance in online real estate. Redfin's annual traffic of nearly 2 billion visits guarantees Compass sellers exposure to 60 million potential buyers.
The partnership arrives as Rocket reports better-than-expected Q4 earnings, while Compass slightly missed loss-per-share estimates. This alliance reshapes the digital real estate landscape, combining Rocket's financial muscle with Compass's premium listings.