Insights

Bay Area market intelligence.

Quarterly notes on what's actually moving — and why.

Q4 2024

Why Cupertino sales velocity is decoupling from the rest of Silicon Valley

Apple Park, top-tier schools, and a deep multilingual buyer pool are creating a structurally tighter market than even comparable Palo Alto inventory.

Coming soon →

Q3 2024

Prop 19 portability: the downsizing window most Bay Area homeowners aren't using

How long-tenured homeowners can carry a 1980s tax basis to a new primary residence — and the timing decisions that matter.

Coming soon →

Q2 2024

Off-market activity in Atherton: what the listed inventory doesn't show

The most expensive zip code in America runs on private networks. Here's what that means for buyers and sellers entering the market.

Coming soon →