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 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

YieldApril 30, 2026 · 6 min

The Waterfront Yield Premium

Direct-frontage trophies are pricing 90–140 bps inside their second-row peers. We map the spread across six coastal metros.

Briefs Library

Downloadable market briefs.

Concise PDFs prepared for principals and family offices. Distribute internally; do not publish.

Yield

Cap Rates by Metro · Q2 2026

PDF · 2 pages

Tax

1031 into Ultra-Luxury · Tax Brief

PDF · 2 pages

Cycle

2026 Inventory Inflection · Cycle Note

PDF · 2 pages

Investor Copilot

Underwrite any listing in seconds.

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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