Real estate,
priced by signal.
Institutional-grade forecasts for 384 US markets. We turn federal jobs, demographic, and housing data into a living view of where capital should go next — and where it shouldn't.
A research desk, distilled.
Everything an investment committee needs to understand a housing market — prices, supply, demand drivers, and where the forecast can break.
12-Month HPI Forecasts
Metro-level price forecasts refreshed monthly, with prediction intervals and scenario paths. Out-of-sample MAE of 1.7% on 12-month horizons.
384 MSA Coverage
Every Core-Based Statistical Area in the US, with consistent methodology applied to each. No cherry-picking, no manual overrides.
Federal Data Foundation
Every signal traces back to BLS, Census, FHFA, HUD, or FRED. No black-box providers. Full lineage on every number we publish.
Research Notes
Quarterly outlooks, thematic deep-dives, and methodology papers. Written for investors who want the why, not just the what.
Signal Alerts
Configure thresholds on any metric — cap rates, inventory shifts, permit acceleration — and get alerts when your markets cross them.
API Access
Pull forecasts, historical series, and underlying features into your own models. JSON REST, hourly rate limits, OpenAPI spec.
The top 12 metros, ranked and monitored.
| Market | Median Price | YoY | Risk | Signal |
|---|---|---|---|---|
01 New York-Newark-Jersey City NY-NJ-PA · CBSA 35620 | $725,000 | +4.1% | B | Hold |
02 Los Angeles-Long Beach-Anaheim CA · CBSA 31080 | $895,000 | +2.6% | C | Hold |
03 Chicago-Naperville-Elgin IL-IN-WI · CBSA 16980 | $332,000 | +6.2% | B | Expand |
04 Dallas-Fort Worth-Arlington TX · CBSA 19100 | $398,000 | +1.9% | A | Expand |
05 Houston-The Woodlands-Sugar Land TX · CBSA 26420 | $342,000 | +3.4% | A | Expand |
06 Washington-Arlington-Alexandria DC-VA-MD-WV · CBSA 47900 | $585,000 | +3.0% | B | Hold |
07 Miami-Fort Lauderdale-West Palm Beach FL · CBSA 33100 | $575,000 | -0.8% | D | Contract |
08 Philadelphia-Camden-Wilmington PA-NJ-DE-MD · CBSA 37980 | $361,000 | +5.6% | B | Expand |
09 Boston-Cambridge-Newton MA-NH · CBSA 14460 | $712,000 | +3.8% | B | Hold |
10 Atlanta-Sandy Springs-Alpharetta GA · CBSA 12060 | $385,000 | +4.7% | A | Expand |
11 San Diego-Chula Vista-Carlsbad CA · CBSA 41740 | $895,000 | +1.2% | C | Hold |
12 Phoenix-Mesa-Chandler AZ · CBSA 38060 | $461,000 | -1.2% | D | Contract |
Preview data shown. Production subscribers access all 384 MSAs, full forecast intervals, historical versioning, and downloadable CSV/Parquet exports.
Written every week by our research desk.
Q2 2026 Housing Outlook: The Stickiness of Shelter Inflation
Our updated 12-month forecast calls for national HPI growth of 2.8%, with material dispersion across sunbelt and coastal markets. Rate-lock unwind remains the dominant catalyst.
Read the noteMapping the Sunbelt Correction: Where Prices Are Normalizing
Phoenix, Austin, and Tampa lead a measured price reset as inventory catches up with post-pandemic migration flows. We identify six metros with the steepest forward risk.
How Sensitive Is US Housing to the Rate Path?
Our elasticity model links 10Y Treasury moves to affordability, inventory, and transaction volume. A 75bp cut unlocks an estimated 420K additional transactions over 12 months.
Build-to-Rent: Where Institutional Capital Is Going
SFR permit activity has concentrated in eight sub-markets, driven by demographic tailwinds and cap-rate compression relative to multifamily. Implications for single-family supply.
Built on public, auditable data.
Every forecast, every chart, every number on this platform traces back to a federal or open research source. If we can't cite it, we don't publish it.
- Series
- Employment, wages, JOLTS, CPI shelter
- Frequency
- Monthly
- Coverage
- National, state, MSA
- Series
- Mortgage rates, 10Y Treasury, macro indicators
- Frequency
- Daily / Weekly / Monthly
- Coverage
- National
- Series
- ACS demographics, building permits, housing starts
- Frequency
- Monthly / Annual
- Coverage
- Block group → national
- Series
- House Price Index (HPI), purchase-only
- Frequency
- Monthly / Quarterly
- Coverage
- MSA, state, national
- Series
- Fair market rents, USPS crosswalks, CHAS
- Frequency
- Annual
- Coverage
- MSA, county, ZIP
- Series
- ZHVI (home values), ZORI (rents), inventory
- Frequency
- Monthly
- Coverage
- ZIP, metro, national
- Series
- Market tracker, days on market, sale-to-list
- Frequency
- Weekly / Monthly
- Coverage
- Metro, county, city
Transparent, research-grade access.
Monthly or annual. Cancel anytime. Every tier includes the full forecast set — what scales is the depth, flexibility, and support.
Analyst
For individuals building conviction in specific markets.
- All 384 MSA forecasts
- 12-month HPI outlook
- Weekly research notes
- CSV export (5 / mo)
- Email support
Professional
Most popularFor investors managing active portfolios.
- Everything in Analyst
- Unlimited CSV / Parquet export
- Signal alerts (metric thresholds)
- Historical forecast versioning
- Back-test framework
- Priority support
Enterprise
For funds, advisors, and policy teams.
- Everything in Professional
- API access (OpenAPI / JSON)
- SSO + team management
- Custom model fits on request
- White-glove onboarding
- Dedicated analyst hours
Request access to the private beta.
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