CycleApril 8, 2026 · 6 min
The 2026 Inventory Inflection
Aged-on-market days at the top end have quietly become our most reliable leading indicator. The signal is now flashing in three of seven markets.
Brief available
Investor Insights
Yield, tax, and cycle intelligence.
Original research for principals who treat residential real estate as a portfolio asset, not just a lifestyle choice. Briefs are released quarterly; one-page notes between cycles.
CycleApril 25, 2026 · 6 min
The Rate Pivot and Luxury Absorption
Top-end absorption typically lags rate cuts by two quarters. We're now inside that window for the second half of 2026.
CycleApril 5, 2026 · 5 min
European Capital Flows into US Trophies
Euro-denominated buyers have re-emerged in three primary markets, with FX tailwinds doing meaningful work.
CycleMarch 20, 2026 · 6 min
The Sun Belt Cooling Thesis
Three years of double-digit appreciation in Phoenix and Austin is reverting. The pricing implications for $5M+ inventory.
Briefs Library
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Concise PDFs prepared for principals and family offices. Distribute internally; do not publish.
Investor Copilot
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Cap-rate, IRR, and hold-period sketches for any residence on Carrolander — public or private. Available to advisory clients in Phase 3.
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