Watch List · v0.10 templates
Clone a named template or build a custom set of criteria from scratch. Cloned templates are fully editable — pick the closest match and tweak from there.
Mid-size SFR independents in growth markets
Captures independent SFR property managers with 100-500 doors per market, focused on growth markets with low concession use. Thesis is operational scale and density.
Required: Operator type · Preferred: Unique units listed (last 12 months), Concession frequency, Footprint growth (year-over-year)
Larger operators where adjacent service verticals can layer in
Captures larger operators with concentrated footprints where adjacent service verticals (construction, insurance, in-house leasing) can be layered in. Thesis is multi-vertical value capture.
Required: Operator type · Preferred: Estimated portfolio (median), Density in primary city
100-300 door independent operators in growth markets
Captures the bread-and-butter independent SFR operator in the 100-300 unit range. Thesis is straightforward roll-up at attractive valuations.
Required: Operator type, Unique units listed (last 12 months) · Preferred: Footprint growth (year-over-year)
Operators showing operational stress signals
Captures operators with high concession use and declining listing trajectory — indicators of operational stress and possible willingness to sell. Thesis is identifying turnaround candidates below replacement cost.
Required: Operator type · Preferred: Concession frequency, Footprint growth (year-over-year), Unique units listed (last 12 months)
1000+ unit operators with multi-market footprints
Captures institutional-scale operators across multiple markets. Thesis is tracking platform-level operators at fund-of-funds scale.
Required: Operator type, Estimated portfolio (median)
Custom criteria, blank slate
Build a custom watch list from a blank slate. Use this when none of the templates above match what you’re tracking closely enough to be a useful starting point.
