Strategy & capital
Foresight Covenant
Read published supply and investment levels in markets where the book is exposed — starts, completions, permit values and residential investment — without unvalidated prudential scrapes.
What the weekly edition delivers
- Starts and completions as unadjusted unit levels, with ratios only when both levels and a minimum basis clear
- Residential building-permit values with the thousands-of-dollars scalar applied
- Residential investment in building construction as put-in-place exposure context
- New Housing Price Index levels for followed geographies
Signals tracked
| Signal | What the edition reads from it |
|---|---|
| Supply versus absorption | Starts-to-completions ratio only with both levels, matching definitions and a minimum completion basis. |
| Permit value level | Residential permit value after SCALAR_FACTOR correction. |
| Investment level | Residential put-in-place investment for a followed geography. |
| NHPI level | New Housing Price Index point for a followed geography and component. |
Start the conversation
Standard subscription: $199 / month
Founding Circle rate: $135 / month
This edition opens with a direct conversation: the scope is set against the subscriber's actual book of work before the first send.
Source
Every edition is built on official public records, used under the licence set by each data publisher. Provenance is detailed on the method page.