Flagship Report
The Multifamily Tsunami: 2026 Thesis Paper
Our flagship thesis paper: the maturity wall, the AI decade, and demographic demand — the data behind the multifamily entry window through 2029.
January 2026 · Download the report →
Research
The data behind the discipline
Thesis papers, maturity trackers, and submarket rankings — the research we use to underwrite the cycle, published for our investor network.
All reports
Report
Sunbelt & Midwest Submarket Rankings: Demand vs. Supply
Our submarket scoring framework for Sunbelt and Midwest multifamily: demand drivers, supply pipelines, and where the imbalance is widest.
June 2026 · Download the report →
Report
Maturity Wall Tracker: Multifamily Debt Maturities to 2029
Tracking multifamily debt maturities through 2029: annual volumes, lender mix, metro concentrations, and stress indicators, from named sources.
April 2026 · Download the report →
The Tsunami Brief
New research, delivered first
Network members receive each report before it's published here.