SFR Analytics Blog

Launching our research and analytics blog

Note: if you’re receiving this email, you’ve signed up for the waitlist at SFR Analytics or are a user of one of our software tools. If you’d like to opt out from the blog, please use the button in the footer of this email.

Launching the SFR Analytics Blog

At SFR Analytics, we bring proprietary data to bear to understand the residential real estate market in real-time.

To date, we’ve published brief highlights of our analysis on our LinkedIn page. Popular topics have included full portfolio breakdowns of SFR funds (like American Homes 4 Rent and Invitation Homes), cohort-level analysis of Opendoor’s and OfferPad’s unit profitability, and rental yields.

Now, we’re launching a blog to host longer form, more in-depth research pieces. Almost all content posted on the blog will remain free and openly available. In the future, we’ll roll out a paid tier that provides access to fine-grain, real-time data that is actionable for SFR acquisitions and fix-and-flip lenders.

Data Overview

We’ve built a comprehensive collection of data about single-family homes in the United States and the people who inhabit them, with most sources updated daily.

This includes:

• Deed

  • Sale date, sale amount, buyer, seller, mortgage, etc

• Assessor

  • Bedrooms, bathrooms, owner, mortgage, lot size, square footage, pool, garage, etc

• Rental and for sale listings

  • Listed date, listed price, price changes, listing removed date, etc

• Property characteristics

  • Evaluation of roof, yard, driveway, etc condition based on computer vision models applied to street view images

• Individual-level demographic data

  • Age, income, wealth, marital status, etc

• Building permits

  • 55m+ properties and 310m+ building permits nationwide

• Entity mapping

  • Links between disparate LLCs to controlling entities

    • Ex: “Buys Homes 1 LLC”, “Buys Homes 2 LLC”, etc → “Buys Homes Enterprises”

• Contact information

  • For controlling entities, emails and phone numbers associated with operators

Analysis Overview

On this blog, we’ll dive deep into a variety of topics surrounding the SFR market including:

• Fix-and-flip investor activity

• Private lender activity

• Public SFR REIT stock prices and earnings forecasts

• iBuyer revenue and unit-economics analysis

• SFR fund portfolio overviews and activity tracking

• SFR rent price trends, including trends within SFR fund portfolios broken down by geography

• Demographic analysis of neighborhoods

Software Overview

In addition to publishing research, SFR Analytics releases software tools:

• Buyer activity tool

  • Overview:

    • Find nationwide data coverage for investor activity, including purchases and portfolio holdings along with contact information

    • Useful for finding investors to disposition deals to, find active investors, and keep a pulse on market activity

  • Note: Publicly available, visit https://www.sfranalytics.com to get started

• Private lender activity tool

  • Overview:

    • Find nationwide private lending activity, including origination count and volume along with full borrower lists for each lender along with borrower contact information

    • Useful for lead generation for private lending businesses, as well as understanding customer loyalty and retention

  • Note: Available, reach out to glenn@sfranalytics.com or phil@sfranalytics.com to get started

• Public SFR REIT analytics tool

  • Overview:

    • See real-time calculations for rent growth for Invitation Homes (INVH), American Homes 4 Rent (AMH), and Tricon Residential (TCN), along with price cuts

  • Note: Available, reach out to glenn@sfranalytics.com or phil@sfranalytics.com to get started

Consulting Overview

Beyond software tools, we also selectively take on consulting engagements. A few common categories below:

• Market selection

  • Market selection and prioritization grounded in historical rental and investor activity, enriched with demographic, housing stock, and performance data

• Customer propensity modeling

  • Targeted models built by SFR Analytics have supported $50m+ in advertising spend, providing >2x ROI lift vs baseline

• Buy box targeting

  • Support for programmatic acquisitions pipeline meeting flexible criteria

• Custom API development

  • Bespoke endpoints to power internal tools, enrich CRM data, and support consumer-facing portals

---