While January was littered with headlines about technology sector layoffs, the data itself couldn’t be more convincing of the strength of the current labor market in the United States. Nonfarm payroll jumped to 517,000 jobs, utterly decimating the Dow ...

Colleges are traditionally considered economic hubs of the towns they reside in, offering a unique perspective on home price appreciation. With COVID-19 upending all aspects of life, we evaluate how this affects investing in residential real estate - a...

Unison looks into moving trends during COVID-19, specifically from Manhattan to the NYC suburbs. The findings confirm that suburban housing markets are persevering better than their adjacent urban areas.

We’re once again approaching fire season in California. While rain in April and May brought a slight reprieve, rainfall was not enough to compensate for one of the driest starts to a year on record. The combination of drought conditions and Covid-19, w...

Investors seeking exposure to residential real estate often ask why they should choose a home equity co-investment strategy over Single Family Rentals (SFR). In this article, we will break down the notion of the “one or the other” approach.

The recent eruption of Covid-19 onto the world stage has brought about significant turmoil within financial markets, as well as other asset classes traditionally deemed to be non-correlated. Residential real estate can provide a repository of shelter f...

An inverted yield curve is a negative indicator for stock returns, prompting risk aversion among market participants. As shown in the chart below, stocks perform poorly in environments of inverted yield curves. Housing on the other hand has not demonst...

In the U.S., we generally consider homes a bedrock investment. They’re a key anchor of many Americans' financial portfolios - and, increasingly, their retirement plans. But is that wise? The index shows that the long run average annualized volatility o...

Residential real estate is the largest asset class in the world, and is an invaluable hedge asset for investors with inflation-exposed liabilities. Home Ownership Investments are equity investments in individual homes made alongside the owner—they prov...

An LDI approach to investing necessitates looking at a pension’s assets exclusively from the lens of how they fare relative to the scope, size, and nature of a plan’s liabilities. Given the risk exposures of a typical pension plan, a residential real ...

In this Home Analytics series, we will develop a toolbox of statistical methods to help analyze the home as a financial asset. We begin by estimating expected risk, returns, and correlation to other asset classes. Later, we will explore applications of...

The “optimal” investment portfolio for an individual will be dependent on a multitude of factors, such as the person’s age, salary, liquidity needs, specific financial goals, and risk tolerance. These unique, individual circumstances should dictate th...

Real estate investment opportunities that reduce the potential for fees to chip away at returns should be considered as an attractive method to avoid the risk that fees and costs associated with maintaining assets erode returns (fees such as leasing fe...

Can a price be put on the pleasure of enjoying a mild winter’s day? To answer this question, we turned to residential real estate prices, as a measure of how much people were willing to pay to live in a sunnier location.

Residential real estate equity is one of the largest asset classes in the United States and is a significant proportion of the average household’s net worth. We study how diversified real estate indices lead to a dramatic understatement of the median h...

With over $71 trillion USD in AUM, institutional investment is a core driver of the global economy. Institutional entities have the common objective of generating cash flows capable of fulfilling future obligations. These obligations fluctuate with res...