February 2026

More activist investors push CoStar to exit Homes.com business

Investors at D.E. Shaw & Co., L.P. are joining Third Point Investments in calling for CoStar to either divest or shut down Homes.com.  On Wednesday, Edwin Jager and Michael O’Mary, two managing directors at D.E. Shaw, sent an open letter to CoStar Group’s board or directors, expressing their “continued disappointment” with what they say is […]

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Out-of-pocket health care costs eat up retirees’ income

Out-of-pocket health care costs continue to take a sizable bite out of retirees’ finances — even as Medicare coverage expands and recent policy changes aim to reduce drug costs, according to a new brief published by the Center for Retirement Research at Boston College. Using data from the 2018-2022 versions of its Health and Retirement

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Mortgage M&A wave creates more mega-lenders

Terry Schmidt believes she surprised the mortgage industry. Schmidt, the director and CEO of Guild Mortgage Co., was referring to the June 2025 announcement that the company would be acquired by Bayview Asset Management. The transaction officially closed in November. “Many found that this was very surprising because we’ve been independent for so long,” Schmidt

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How stable mortgage rates are affecting regional housing markets

The national housing market closed out January with relatively little week-over-week movement, but the latest data shows a market increasingly shaped by regional differences rather than a single national trend. Pricing, inventory and time on market all point to stabilization at the national level, even as local conditions continue to diverge. National conditions hold steady

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Atlas launches A4 Credit Partners for residential transition loans

New York-based Atlas Real Estate Partners this week announced the launch of A4 Credit Partners, a small-balance mortgage lending platform targeting credit opportunities within the residential transition loan (RTL) market. As part of the launch, A4 Credit Partners is seeking to raise $150 million to originate a variety of first-lien mortgages. It will primarily focus

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Ryan Schneider exits as Compass finalizes Anywhere Real Estate deal

As Anywhere Real Estate embarks on its next chapter as part of Compass International Holdings, it will be doing so without CEO Ryan Schneider.  Schneider was the CEO and president of Anywhere for over eight years prior to its acquisition by Compass, which was first announced in September 2025.  A Compass International Holdings spokesperson confirmed

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How one CDFI is navigating the chaos in Minneapolis

Key insight: WomenVenture, a Minneapolis-based Community Development Financial Institution, has assisted 108 small businesses seeking emergency assistance as federal immigration enforcement operations strain revenues and workforces across Minnesota. Forward look: The organization is establishing an emergency rapid response fund with other Minnesota CDFIs and community foundations, while navigating uncertainty around the CDFI Fund, which provides

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HEIs see boost from investors but also legal setbacks

Economic trends look to be a primary driver in growth of the home equity investment segment, which is seeing investor interest and liquidity enter the market in the new year but also ongoing legal obstacles.  Processing Content Current housing costs are paving the way for consumer uptake. In a survey conducted last summer by HEI

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Bessent offers deregulatory vision, but few specifics

Key insight: Treasury Secretary Scott Bessent said that the smallest banks should be deregulated, but didn’t endorse any specific policies to do so.  Forward look: Chairman French Hill’s, R-Ark., community bank policy package has been overtaken by crypto bills and other priorities on the House floor and the Senate.  Expert quote: “Stop being his flunky.”

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