Section
Data-driven analysis of US real estate and capital markets.
Domestic migration to the Sun Belt has reshaped US property markets. Here is how population flows translate into rents, values and risk for investors.
Market Insights
Jobs, supply pipelines, rent-to-price ratios and operating costs: the core metrics experienced investors review before buying property in an unfamiliar city.
Market Insights
The Fed's link to real estate values runs through Treasury yields, financing costs and risk spreads. Here is how rate changes move cap rates and prices.
Market Insights
Gateway cities promise liquidity; secondary markets promise yield and growth. A framework for comparing risk-adjusted returns across US property markets.
