Treka Builds · Market Intelligence

A weekly market read,
for people who actually close.

Every Monday. Permit flow, deed velocity, NOD signal, comp movement, and rate-spread context — written by operators, for operators. No horoscopes, no "experts say."

Free for now · 1,400+ operators on the list

Sample issue · CA Macro
Wk 47 / 26
Sac metro · permits issued487 ↑ 6.2%
Bay Area · deed velocity−3.1% wow
CA · NOD filings+12.4% mom
30yr vs 10yr spread240 bp
CEA earthquake adds+8.7% wow
FAIR Plan · new policies+22% mom

Operators read: rate spread says builder takedowns get easier in Q1; NOD jump says distressed acquisition opportunities widen; FAIR Plan growth says wildfire-zone insurance is finally placing again.

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Weekly reports on permit volume, NOD flow, deed velocity, comps movement, and rate spread — written for operators, not retail readers. Delivered free to your inbox.

Sacramento Metro · May 2026 Updated weekly
Median sale price$542,000 ↑ 4.2%
Avg days on market18 days ↓ 3 days
NOD filings (30-day)1,203 ↑ 8%
Active inventory1,847 homes ↓ 11%
30-yr rate trend6.82% ↓ 0.14%
CA legislative watchSB 9 density updates
What's in every issue

Six datasets,
one read.

01

Permit flow

New SF and MF permits by metro and submarket. Volume, type, and 4-week trend.

02

Deed velocity

Closed sales by tier and submarket. WoW and YoY. Off-market vs MLS split.

03

NOD filings

Notices of default by county. Distressed pipeline forming or fading.

04

Comp movement

Median PPSF by tier, with outlier flagging. Pricing power, where.

05

Rate spread

30yr mortgage vs 10yr UST. Where the takedown math is moving for builders.

06

Insurance signal

FAIR Plan adds, CEA growth, carrier exits. Where insurability gates closings.

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