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
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.
01
New SF and MF permits by metro and submarket. Volume, type, and 4-week trend.
02
Closed sales by tier and submarket. WoW and YoY. Off-market vs MLS split.
03
Notices of default by county. Distressed pipeline forming or fading.
04
Median PPSF by tier, with outlier flagging. Pricing power, where.
05
30yr mortgage vs 10yr UST. Where the takedown math is moving for builders.
06
FAIR Plan adds, CEA growth, carrier exits. Where insurability gates closings.
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