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Bold Names

Can Zillow’s 'Super App' Fix a Broken Housing Market?

Bold Names

The Wall Street Journal

Technology

4.41.4K Ratings

🗓️ 27 February 2026

⏱️ 27 minutes

🧾️ Download transcript

Summary

"Depressed." That’s how Zillow CEO Jeremy Wacksman describes the current state of the U.S. housing market. With sales hitting 30-year lows and a deficit of nearly 5 million homes, the American dream of homeownership feels further away than ever for many. On the latest episode of the Bold Names podcast, Wacksman joins WSJ’s Tim Higgins to discuss how Zillow is pivoting to become a "housing super app" and why he believes the solution to affordability is a local supply revolution. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: Why Cigna’s CEO Is Confident We Can Fix American Healthcare How SAP's CEO Is Remaking the European Tech Giant For The Age Of AI Affirm’s Max Levchin: Why ‘Buy Now, Pay Later’ Beats Credit Cards Let us know what you think of the show. Email us at BoldNames@wsj.com. Sign up for the WSJ's free Technology newsletter.Read Tim Higgins’s column.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

If you had one word to describe the current housing market, what would you choose?

0:10.1

Depressed. And the reason for that, which we've read lots of headlines about, is affordability.

0:15.5

High home prices, elevated mortgage rates, lack of supply, a lot fewer people than normal are moving in a given year.

0:23.4

This week on bold names, we're talking to Jeremy Waxman.

0:27.3

He's the CEO of Zillow.

0:29.2

The real estate site has its finger on the pulse of the national real estate market.

0:34.0

And as Jeremy just mentioned, there have been better days.

0:38.2

So what should we expect this year?

0:40.4

That's next.

0:42.0

From the Wall Street Journal, I'm Tim Higgins, and this is Bold Names,

0:46.3

where you'll hear from the leaders of the bold name companies featured in the Wall Street Journal.

0:51.3

Today we ask, how is Zillow changing the way you hunt for your new home?

0:58.7

Jeremy, thanks for joining bold names. I want to take this opportunity to take a temperature

1:03.8

of the nation's real estate market. Your data on Zillow.com, those buyers and sellers out there,

1:09.9

gives you such a window into the state of the

1:13.2

housing industry. What are your economists telling you about the housing market in 2026?

1:19.1

Well, thanks for having me. I'm happy to be here. Our economists are saying that there'll be a little

1:25.1

bit of improvement in 2026 versus last year, but we're still in a

1:29.4

really challenged housing market. When I talk to pollsters out there, they say affordability is one of

1:33.8

the biggest issues that they hear from voters. We see it on all sorts of topics from health care,

1:40.3

and more importantly, probably housing. And I think, you know, Zillow is an interesting spot in this, right?

1:47.0

You get what?

...

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