Institutional Data,Bigger Returns.
Weekly insights for real estate professionals and investors. The data about velocity, momentum and institutional investment funds in local markets.
Free • Wednesdays 10am Pacific
Why Austin finally slowed, and what the next six months actually look like.
Lead —Three quarters of falling absorption finally caught up with sellers this month. Median ask down 2.1% MoM; days-on-market crossed 50 for the first time since 2019.
We walk through twelve closed comps in 78704 and 78745, what the appraisers are flagging, and the one neighborhood that's quietly bucking the trend.
Read Wednesday's issue →What changed in Brooklyn after the rate cuts.
Builders are quietly cutting list prices, not incentives.
April: inventory is back. Pricing power isn't.
The myth of the locked-in homeowner.
Phoenix is the canary again.
What appraisers are quietly flagging in Q2.
March: the spring market that wasn't.
Why the 30-year mortgage is finally breaking.
I spent 10 years running acquisitions teams for SFR institutions. This is the data I built for me.
I started sharing the data and insights I was building with a handful of friends and coworkers, and it found its way out.
Today I look at tens of thousands of data points and write a letter that goes out to investors, brokers, flippers, analysts, market directors, wholesalers, builders, a couple of chief investment officers, and the occasional economist. Better data yields better investments, and my goal is to democratize it for the everyman.
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