Deal underwriting

Real Estate Investing

Dalio was right. The data just confirmed it.

May 12, 2026

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11 min read

Dalio was right. The data just confirmed it.

April jobs revealed the labor side of stagflation. Here's what it changes for every deal you underwrite this year.

Real Estate Investing

Sellers just changed how they price. Here's the tell.

May 5, 2026

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9 min read

Sellers just changed how they price. Here's the tell.

Fewer price cuts. Lower list prices. The behavioral shift Realtor.com just flagged changes how investors should hunt this spring.

Real Estate Investing

+10

The Fed isn't moving rates. The bond market already did.

Apr 28, 2026

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10 min read

The Fed isn't moving rates. The bond market already did.

Three weeks of falling rates without a Fed cut. Mortgage applications just jumped 7.9%. Here's what's actually moving the market.

Real Estate Investing

+10

The inventory story nobody's telling you.

Apr 21, 2026

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9 min read

The inventory story nobody's telling you.

Inventory growth is collapsing. Florida and Dallas are already negative YoY. Here's what that actually means for investors.

Real Estate Investing

Sales cratered. Prices hit a record. Here's why both are true.

Apr 14, 2026

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14 min read

Sales cratered. Prices hit a record. Here's why both are true.

March home sales hit a 9-month low. The median price hit an all-time March record. For investors, that tension is the thesis.

Real Estate Investing

The spring that almost was. Here's what changed.

Mar 31, 2026

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12 min read

The spring that almost was. Here's what changed.

Rates hit 5.98% on Feb 26. A war started two days later. Here's what investors do now.

Real Estate Investing

Rates snapped back. Here's what that breaks.

Mar 24, 2026

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11 min read

Rates snapped back. Here's what that breaks.

6.22% this week. Was 5.98% three weeks ago. If your spring underwrite assumed a 5-handle, read this.

Real Estate Investing

+10

Why deals feel so close right now, but still don’t work

Mar 17, 2026

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4 min read

Why deals feel so close right now, but still don’t work

Everything almost pencils. Here’s what’s quietly breaking your deals.

Buy & Hold

Feb 17, 2026

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5 min read

Rates aren't the story anymore

Investors waiting for 5% are missing the real 2026 edge: stability.

Data-driven investing

A balanced market doesn’t mean safe deals

Feb 10, 2026

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6 min read

A balanced market doesn’t mean safe deals

The forecasts agree on the trend but they disagree on where deals actually work. That gap is your edge (or your risk).

Real Estate Investing

+11

Feb 3, 2026

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6 min read

Real estate isn’t broken — it’s split

The K-shaped economy is already showing up in housing. Here’s how investors pick the right side.

Buyer Leverage

The market didn't get easier, investors just need better filters

Jan 27, 2026

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6 min read

The market didn't get easier, investors just need better filters

Inventory’s up, rents are flat, jobs are uneven. Here’s how smart investors are adjusting.

Buy & Hold

+15

Jan 6, 2026

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7 min read

Follow the movers, not the headlines

Cash flow lives where people land. Here’s how to target migration pockets in under 5 minutes.

Rent caps

+10

New year, new rules—don’t model 2026 with 2025 math

Dec 30, 2025

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8 min read

New year, new rules—don’t model 2026 with 2025 math

CA appliances, OR 9.5% rent cap, IL deed-fraud alerts, DC updates—plus a fast contractor checklist to de-risk Q1 deals.

Deal underwriting

Dalio was right. The data just confirmed it.

Sellers just changed how they price. Here's the tell.

The Fed isn't moving rates. The bond market already did.

The inventory story nobody's telling you.

Sales cratered. Prices hit a record. Here's why both are true.

The spring that almost was. Here's what changed.

Rates snapped back. Here's what that breaks.

Why deals feel so close right now, but still don’t work

Rates aren't the story anymore

A balanced market doesn’t mean safe deals

Real estate isn’t broken — it’s split

The market didn't get easier, investors just need better filters

Follow the movers, not the headlines

New year, new rules—don’t model 2026 with 2025 math

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