Outlook and research notes.
Quarterly forecasts, thematic deep-dives, methodology papers, and weekly market notes. All published on re-invest.ai. All backed by transparent data.
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.
Mapping 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.
Zoning Reform and Supply Elasticity: A Three-State Comparison
Minneapolis, Portland, and Austin offer natural experiments in zoning liberalization. Early supply responses suggest meaningful price impact over a five-year horizon.
Forecast Methodology v2: What Changed and Why
Our v2 HPI forecast adds unemployment, in-migration, and permit intensity as features. Out-of-sample MAE on 12-month metro forecasts improved from 2.4% to 1.7%.