Market Stadium Report

Over the past few months, we’ve been asked a recurring question: What are markets with a lot of Starbucks really like?” To answer, we grouped ZIP codes by Starbucks density — *No Starbucks (0), Few (1–4), Many (5+)* — and compared their housing, demographics, and market performance.

With the growing expectations for a rate cut in September, it’s a timely moment to take a closer look at which U.S. metros are seeing the fastest rise in 30–89 day mortgage delinquencies.

Markets aren’t just about where they are today — it’s about how fast they’re shifting. A city that looks cold on the surface might be heating up underneath, while a “hot” market could already be running out of steam. By combining current levels with year-over-year growth, we can see which metros are really on the move. In my previous newsletter post, I compared Sold Units (transactions) and Current Listing Units (inventory) purely based on Current levels.

This week, I wanted to take a closer look at how transactions (Sold units) are moving relative to active inventory (Listings) across U.S. metros. So I mapped the 50 largest markets into four simple quadrants:

Real estate markets are always a balancing act between what’s being built and what people are willing to pay. When construction cranes rise and rents shift, they reveal the underlying story of supply, demand, and investor confidence.

What if you could spot the next hot rental market before it even makes headlines? Our latest rent-growth map doesn’t just show who’s winning and losing today — it reveals which markets are quietly gearing up for their next big move. I segmented the market into four quadrants (Q1–Q4) using multifamily rent 1-year growth rate (x-axis) and average month-to-month change (y-axis).

Orlando is booming, again.

According to The Real Deal, lenders are betting on Chicago multifamily again. Despite high rates and political uncertainty, limited new supply is driving rent growth and pulling investor capital away from oversupplied Sun Belt markets.

According to The Real Deal & RentCafe, “Houston and Dallas top the nation in millionaire renter growth.”