Comparing the Market Positioning of Big SFR Operators

As the single-family rental (SFR) market becomes more competitive, every investor must clearly define their positioning. The Locate Alpha team looked at 4,000 active listings by national SFR (single family rental) operators around the country, active in late February 2022. We took Invitation Homes and American Homes for Rent as examples, examining their listings in all national markets.

The Gas Station Effect

Some things, when near to a home, can have a negative effect on value. What about gas station? The fumes, traffic and noise would probably make a home less desirable if the home is too close. But how much, and can the data show this?

What Is Driving Rental Growth?

Locate Alpha is full of information to describe investment locations. But what made us choose the variables that we did? How do we know — and prove — that what we put on the scorecard to describe a neighborhood is relevant information?

Under-Inflated Second Home Markets: Do They Exist?

Prices are rising around the country, and the same is true for vacation homes. What we did not expect to see that was that even the second-tier of lesser-known vacation spots have also shot up in price, leaving few areas untouched by rapid price growth. Where are these under-inflated markets?

Identifying Underdevelopment Near Downtown Dallas

For the last several years, we have been following the planning of the I-345 corridor re-development near downtown Dallas. The idea, which has been studied since 2014, revolves around dismantling a freeway that has bisected the city since the early 1970s and contributed to under-performance in nearby areas. In a conversation with Patrick Kennedy, one of the masterminds and proponents of the initiative, I thought about whether there is an obvious way to calculate which specific areas are most affected by under-development and are best placed for revival if the I-345 freeway is dismantled.