Quarterly market & asset-class intelligence.
Quarterly PDF reports covering specific metros and asset classes — stratified analytics, capital-markets context, and transaction signals. ~30 pages each. Sold per-issue or as an annual subscription.
All Reports
Quarterly market read on a single top-25 metro. Job formation, permitting, transaction volume, cap-rate spreads, lender activity. Rotating coverage.
Deep-dive on one asset class per issue: multifamily, industrial, retail, office, hospitality, self-storage, data center. Pricing, debt terms, capital-markets posture.
Monthly read on the credit cycle — origination volume, distressed inventory, lender appetite by asset class. Companion piece to the Lender Edition.
Year-ahead reference for transaction professionals — cycle positioning, regulatory posture, regional themes, expected lender programs. Long-form.
Aggregated active cut sheets from major debt funds, life cos, and bridge shops — refreshed quarterly. Companion to the Lender Edition.
Asset-class cap-rate ranges by metro and sub-type — IRR-adjusted, with spread-to-Treasuries decomposition and trailing-12 change.
Curated transaction summaries by asset class and metro — buyer, seller, price, $/unit, going-in yield. Quarterly cadence.
Inbound and outbound household migration by metro and demographic cohort. Stratara-fed. Quarterly. Material for demand underwriting.
Quarterly read on public CRE REITs — origination volume, portfolio mix, leverage, distressed disclosures, capital raises, dividend posture.
Notable CRE finance litigation, fraud cases, and lender-broker disputes — with summaries and risk takeaways. For underwriters and credit committees.