Research
Field Notes is where we think out loud, monthly. This is where we put the longer, sourced work: the frameworks and data behind that thinking, written up properly and free to download. Enter your email once and both papers are yours.
Checking Our Own Thesis Against the Data
A market-screening framework built on three public, checkable signals, population growth, job growth, and migration, and what it says about the markets we've already committed capital to. Includes the full data behind our Orlando and Reno positions.
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Download the PDF →The ROAD Act and the Next Wave of Capital Into Build-to-Rent
A federal law enacted in June 2026 closed the largest institutional landlords' main deployment channel and left build-to-rent as one of the few doors still open. What the data says about who's moving through it, where, and why the competitive window is closing.
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Download the PDF →More of our thinking, published monthly.
Research goes deep on one question at a time. Field Notes is the shorter, faster-moving notebook it's drawn from.