Building Market Intelligence

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Monitoring Industry Strategies

We can study historical data all we want—and we do—but strategic decisions made today by housing industry executives as well as home buyers and sellers are what moves the market.

The Light: Demand Shifting from Owning to Renting

High home prices and rapidly rising mortgage rates have created a rosy backdrop for the rental sector, with many prospective home buyers …

The Light: Much Needed Build-to-Rent Supply Is on the Way

With the backdrop of anemically low resale supply (check out our resale agent survey), as well as for-sale new home supply, we are monitoring growth of the build-to-rent (BTR) market to help alleviate the housing shortage.

The Light: Low Risk Land Acquisition

Home builders have been ramping up their land holdings, and doing so in a way that protects them in the event of a downturn.

The Light: Single-Family Rental Industry Ending 2021 on a High Note For Landlords

As we close out 2021, we are looking forward to what 2022 brings to the rental and housing industry.

The Light: Over $30 Billion in Capital Is Chasing 35-Year High in Single-Family Rent Growth

We identified 43 announcements totaling more than $30 billion in capital (see infographic below) that are targeting US rental housing.