Longer reads

Pieces you can send to your partners.

Deeper essays on the housing market — what’s driving prices, where correction is coming, what we got right and wrong. Longer than the weekly briefings at /notes, shorter than a white paper. Free. Backed by public data.

All9 Macro3 Markets3 Policy2 Methodology1

MethodologyMar 1, 2026· 14 min

How we made our forecast more accurate — and what changed

Our v2 forecast adds unemployment, migration, and permit intensity as features. On an out-of-sample test the average error on 12-month metro forecasts dropped from 2.4% to 1.7%. A rare peek under the hood for clients and prospects who want to know how the sausage is made.

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