Offerpad Solutions (OPAD) Corporate presentation summary

Mission and platform overview

• Aims to simplify home buying and selling by providing speed, certainty, and control through a single platform.

• Built an integrated platform anchored by a proprietary Cash Offer, with additional solutions: Cash Offer Marketplace, Brokerage Services, and Renovate.

• Over $12 billion in lifetime revenue, 85,000+ transactions, and 39,000+ homes renovated and sold as of Q2 2026.

• Proprietary technology stack and AI-driven systems (SCOUT & HENRY) optimize pricing, risk, and operational workflows.

Operating plan and strategic objectives

• Operating plan focuses on three objectives: scale transactions through disciplined growth, expand contribution margin, and drive operating leverage as volume scales.

• Targets breakeven at ~1,000 quarterly transactions, with scalable growth to 3,500 quarterly transactions based on historical averages.

• Growth driven by precision home selection, broader transaction pathways, and higher funnel conversion, leveraging AI and data.

Margin expansion and service diversification

• Expands contribution margin by optimizing transaction mix and scaling adjacent services (title, mortgage, renovation, warranty, etc.).

• Focuses on reducing holding costs through tighter lifecycle execution and improved coordination across acquisition, renovation, and resale.

• Service layer expansion is phased, attaching new services as transaction volume grows.