Analysis
Market commentary written from the same data the forecasts run on. One or two pieces a month, no filler.
July 26, 2026
We Ranked Every ZIP Code Against Its Own Metro. Most of the Signal Was Noise.
We tested a simple momentum score across every ZIP code in 894 US metros, 23 years of data. It works, but only in 338 of the metros we could test, and it breaks down hard exactly when rates move fast.
July 17, 2026
The Midwest Is Having a Housing Boom. The Coverage Is All About the Northeast.
Fortune and NAR framed the housing split as West falling, Northeast rising. We checked all 894 metros Sialim tracks. Four out of five Midwest markets are up 3% or more this year, a broader boom than the Northeast's.
July 12, 2026
How Many Years It Takes to Save a Down Payment, by Metro
We paired our own home-price data with 2024 Census income figures for the 25 largest metros. The gap between the fastest and slowest metro to a 20% down payment is 26.6 years.
July 10, 2026
The Four Numbers Everyone Quotes and Almost Nobody Underwrites
Cap rates, absorption, cash-on-cash, cost of capital: what the last month of research supports, and where the industry's favorite narratives fail arithmetic.