Survey: Best Practices for CMAs and Presentations

Download the 2026 Survey of Best Practices for CMAs

We are excited to present the 2026 Survey of Best Practices for CMAs and Listing Presentations—an updated and expanded edition of the survey first published in
The Art of the CMA.

This survey was conducted by Giant Steps Advisors and produced in partnership with Lone Wolf Technologies.

Giant Steps Advisors is a real estate technology advisory firm founded by Greg Robertson and Dan Woolley — co-founders of W+R Studios, creators of Cloud CMA. W+R Studios was acquired by Lone Wolf Technologies in 2020. Today, Greg, Dan, and the Giant Steps team work with MLSs, proptech companies, and real estate leaders on go-to-market strategy, product development, and business growth.

Lone Wolf Technologies is one of the real estate industry's most trusted technology partners — providing CMA, transaction management, and listing presentation tools to hundreds of thousands of agents and brokers across North America. Their platform is where many of the agents who responded to this survey do their daily work. This partnership reflects a shared commitment to research that moves the industry forward.

If CMAs are the script, then the Listing Presentation is the stage. Through a global pandemic, rising rates, tightening inventory, and new compensation rules, the CMA has not just survived — it has grown more essential. 89.6% of respondents say CMAs will be more relevant in the future, up from 67% in 2020.