Multifamily layer map
GICS “Real Estate ~100%” is not the risk view. Start with US multifamily. Gateway class-A vs Sunbelt cycle-beta vs levered small-cap. Occupancy on the card is the print. Later layers are empty slots — do not rec them until that sleeve is open.
17 names on the map · 4 gateway class-A · 16 with marks. Click a ticker for research; pin adds it to the watchlist. Occupancy / supply scores are a manual snapshot, not a scraped occupancy print.
SSNOI / occupancy calendar
REIT prints are SSNOI, occupancy, guidance, and cap-rate commentary — not a reason to dump a 12-month name. Dates are a cached research snapshot, not a live IR feed. Yahoo earnings stay on Research. The 1–5 chips are an occupancy/supply debate snapshot, not a live occupancy print.
- EQR Q3 SSNOI / occupancy / trade-outs
If occupancy or blended lease trade-outs break coverage, the gateway hold needs a re-underwrite — not a 20-DMA rule.
Cached research snapshot — typical print window, not a live IR calendar
- AVB Q3 occupancy / development pipeline
Development as % of assets and occupancy. A pipeline print that stretches coverage is the falsifier, not the session.
Cached research snapshot — typical print window, not a live IR calendar
- ESS Q3 West Coast occupancy / rents
West Coast rent-control / occupancy. A break vs the hold path is a coverage question, not a DMA close.
Cached research snapshot — typical print window, not a live IR calendar
- MAA Q3 SSNOI / occupancy / Sunbelt deliveries
Sunbelt deliveries vs occupancy and trade-outs. If they push through coverage, the cycle hold is wrong.
Cached research snapshot — typical print window, not a live IR calendar
- UDR Q3 guidance / same-store
Guidance vs occupancy. A cut that is only the known path is already in the multiple.
Cached research snapshot — typical print window, not a live IR calendar
- CPT Q3 occupancy / Sunbelt garden
Second sunbelt print — research, not a second cycle line. Occupancy vs deliveries.
Cached research snapshot — typical print window, not a live IR calendar
Gateway class-A
Coastal infill, rent-control, supply-constrained class-A. Occupancy on the card is the print — not a bottleneck score.
Occupancy / supply 4/5 — Coastal infill / rent-control still the scarce-dirt argument. Snapshot of the debate, not a live occupancy feed. (Cached research snapshot — not a live occupancy/supply print)
Sunbelt / garden
Deliveries, occupancy, rent growth, rates. Cycle-beta vs gateway class-A — not a second core sleeve.
Occupancy / supply 3/5 — Deliveries vs occupancy. Cycle-beta vs gateway class-A. (Cached research snapshot — not a live occupancy/supply print)
Urban mixed-density
City mixed-density MF. Not the same book as garden Sunbelt or coastal class-A.
Occupancy / supply 3/5 — Mixed-density urban. Not garden, not gateway. (Cached research snapshot — not a live occupancy/supply print)
Small-cap / levered
Higher leverage, refinancing wall, floating mix. Default CSP-only. Crowd velocity is a warning.
Occupancy / supply 2/5 — Leverage / refi wall is the credit snapshot. Not an occupancy slogan. (Cached research snapshot — not a live occupancy/supply print)
Single-family rental
Adjacent housing, not apartments. Satellite. Same rates tape, different ops.
Occupancy / supply 2/5 — Adjacent housing. Same rates tape, different ops. (Cached research snapshot — not a live occupancy/supply print)
Industriallater layer · empty
Later layer. Empty until you open it — do not rec from the watchlist.
Occupancy / supply 1/5 — Later layer — empty. Not a rec. (Cached research snapshot — not a live occupancy/supply print)
Net leaselater layer · empty
Later layer. Display/research only until the sleeve is in the map.
Occupancy / supply 1/5 — Later layer — empty. Not a rec. (Cached research snapshot — not a live occupancy/supply print)
Mallslater layer · empty
Later layer. Empty slot — no fake holdings.
Occupancy / supply 1/5 — Later layer — empty. Not a rec. (Cached research snapshot — not a live occupancy/supply print)
Healthcarelater layer · empty
Later layer. Empty slot — no fake holdings.
Occupancy / supply 1/5 — Later layer — empty. Not a rec. (Cached research snapshot — not a live occupancy/supply print)
Towerslater layer · empty
Later layer. Empty slot — no fake holdings.
Occupancy / supply 1/5 — Later layer — empty. Not a rec. (Cached research snapshot — not a live occupancy/supply print)
Empty slot — no fake holdings. Promote a name from the watchlist when you open this sleeve. Recs will not BUY here until the layer is in the map.
Data-center / cololater layer · empty
Later layer. Empty until you open it. EQIX is watchlist research only.
Occupancy / supply 1/5 — Later layer — empty. EQIX is watchlist research only. (Cached research snapshot — not a live occupancy/supply print)
Timberlater layer · empty
Later layer. Empty slot — no fake holdings.
Occupancy / supply 1/5 — Later layer — empty. Not a rec. (Cached research snapshot — not a live occupancy/supply print)
Empty slot — no fake holdings. Promote a name from the watchlist when you open this sleeve. Recs will not BUY here until the layer is in the map.
Lodginglater layer · empty
Later layer. Empty slot — no fake holdings.
Occupancy / supply 1/5 — Later layer — empty. Not a rec. (Cached research snapshot — not a live occupancy/supply print)
Empty slot — no fake holdings. Promote a name from the watchlist when you open this sleeve. Recs will not BUY here until the layer is in the map.
Layer map is a research universe, not a recommended portfolio. Size from the recs engine against a written 12-month card, not from this tape.