Market Reports
Monthly cross-source market intelligence for real estate investors — built on data most tools never combine.
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The Yield–Appreciation Tradeoff Was Real. Then It Broke.
The rule that high-yield markets sacrifice appreciation held before 2020, vanished in the boom, and reversed in the cooling. Across 2015–2026 U.S. metro data, high yield won on total return in every regime — and inside metros, yield and appreciation are simply decoupled.
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"Can They Pay the Rent?" Is the Wrong Question
Why "will my tenants pay?" is both a Fair Housing trap and a lagging signal — and how a four-signal index measures what actually matters: how much margin a rental market has before rent breaks.
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Where Rent Growth Is Accelerating — and Where It's Cooling — Across 5,400 US ZIP Codes
Screening 5,400 US ZIP codes by rent-growth acceleration instead of level: a heating Midwest and reawakening coastal gateways on one side, a broad cooling cohort from Tampa Bay to Los Angeles on the other.
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The Sun Belt Rent Crash Is Real — It's Just Not Houses
A viral video blames unsold homes for falling Sun Belt rents. Split rent by structure type and single-family is still positive across the region — the softness is entirely in apartments, and only where the 2021–2023 construction wave landed.
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The Freeze Was Real. It's Melting. The Debate Hasn't Caught Up.
The lock-in vs. build-more argument is two camps describing different years of the same market. National listing data shows the housing constraint migrated from supply to demand — and unaffordability doesn't live where supply is tight.
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The Yield Trap That Wasn't: Does Cheap-Market Cash Flow Really Erode Over the Hold?
Testing a common belief — that high-yield 'cheap' markets see their cash flow erode over the hold — against five years of rent and price data across 171 metros, three time windows, and a clean entry-yield test. The belief doesn't survive the data, and why it fails is more useful than the belief.
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The Hottest Markets in America Are Cooling — and the Cheapest Are Heating Up
A composite month-over-month momentum score across six Zillow signals shows the affordable Northeast and Rust Belt heating up while the expensive West Coast, Florida, Austin, and Denver are cooling.
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Is the Money Following the People? Six Markets Where Investors and Movers Disagree
Crossing IRS migration against CFPB HMDA investor share to find the six US counties where resident movement and investor money point in opposite directions.