VALORE REGISTRY

Vol. III Reference Library Reports & Briefs · 2026

Reports & Briefs.

The editorial reference layer your AI team learns from — the market read behind the platform stack.

The single home for the editorial reference layer. Longer-form analytical Reports on capital markets, asset classes, cap-rate spreads, and migration flows — plus short practitioner Briefs that answer one recurring CRE finance question each. A market read, not a marketing deck.

Catalog
10 reports across 5 categories · 8 paid briefs · 2 free briefs
Format
PDF · source-attributed · one-time purchase per issue
Cadence
Quarterly and annual reports · briefs ship when warrant

01 / Reports

Longer-form analytical products · quarterly & annual cadence

Report / Structure

What a report contains

Top-25 Metro Report outline

Sample structure · Top-25 Metro Report ~17 pages
Page 1
Cover & Executive Summary One-paragraph market read with three signal sentences. What changed, what it means, what to watch.
Pages 2–4
Demand Snapshot Job formation by sector, permitting activity, household migration net flow, absorption pace.
Pages 5–7
Supply Pipeline Deliveries, under-construction, pipeline by submarket, vacancy by asset class and submarket.
Pages 8–10
Cap Rate Spreads & Transaction Volume Going-in cap rates, spread-to-Treasuries decomposition, trailing-12 transaction volume by asset class.
Pages 11–13
Capital Markets Activity Active lenders by asset class, recent originations, bridge vs. permanent disposition, debt fund appetite.
Pages 14–16
Regulatory & Outlook Notes Zoning activity, rent-control posture, notable regulatory changes. 12-month forward read.
Page 17
Methodology, Sources & Footnotes All data sources named. Public data, regulatory filings, and direct market participation where noted. No proprietary feed implied.

02 / All Reports

All reports by category

10 reports · in release priority order

Capital Markets

2
Capital Markets Brief Monthly read on the credit cycle — origination volume, distressed inventory, lender appetite by asset class. Companion piece to the Lender Edition.
Monthly $19 founders / $29 Launch Preview
Lender Cut-Sheet Compendium Aggregated active cut sheets from major debt funds, life cos, and bridge shops — refreshed quarterly. Companion to the Lender Edition.
Quarterly $39 founders / $49 Ships post-launch View

Market Intelligence

3
Top-25 Metro Report Quarterly market read on a single top-25 metro. Job formation, permitting, transaction volume, cap-rate spreads, lender activity. Rotating coverage.
Quarterly $39 founders / $49 Ships post-launch View
Asset-Class Quarterly Deep-dive on one asset class per issue: multifamily, industrial, retail, office, hospitality, self-storage, data center.
Quarterly $39 founders / $49 Ships post-launch View
Cap Rate Quarterly Asset-class cap-rate ranges by metro and sub-type — IRR-adjusted, with spread-to-Treasuries decomposition and trailing-12 change.
Quarterly $39 founders / $49 Ships post-launch View

Activity & Transactions

3
Recent Sales Report Curated transaction summaries by asset class and metro — buyer, seller, price, $/unit, going-in yield. Quarterly cadence.
Quarterly $39 founders / $49 Ships post-launch View
Migration Report Inbound and outbound household migration by metro and demographic cohort. Stratara-fed. Quarterly. Material for demand underwriting.
Quarterly $39 founders / $49 Ships post-launch View
REIT Tracker Quarterly read on public CRE REITs — origination volume, portfolio mix, leverage, distressed disclosures, capital raises, dividend posture.
Quarterly $39 founders / $49 Ships post-launch View

Distress & Watchlist

1
Litigation & Fraud Watch Notable CRE finance litigation, fraud cases, and lender-broker disputes — with summaries and risk takeaways. For underwriters and credit committees.
Quarterly $39 founders / $49 Ships post-launch View

Outlook

1
Annual Outlook Year-ahead reference for transaction professionals — cycle positioning, regulatory posture, regional themes, expected lender programs. Long-form.
Annual $79 founders / $99 Ships post-launch View

03 / Briefs

Free briefs — shipping first

Short field references · 10–16 pages · 2 free · 8 paid

Free Shipping first

Property Analysis with Claude

A practical guide to using Claude for CRE underwriting tasks: rent roll review, lease abstraction, market comp summarization, and document Q&A.

Who it’s for CRE professionals who want to use Claude for rent roll review, lease abstraction, and document Q&A
What it answers Prompt patterns that work for CRE underwriting tasks, with real examples
Free Shipping first

Property Analysis with ChatGPT

Companion guide for ChatGPT — prompt patterns that work, where it fails on CRE-specific tasks, and which workflows to keep with which model.

Who it’s for CRE professionals already using ChatGPT who want to know where it works and where it fails on CRE tasks
What it answers Which workflows to keep with ChatGPT vs. where to switch models entirely

Each brief is a 10–16 pp PDF. Source-attributed. Field-tested. Updated when statute or market practice changes. No subscription required – each brief is a one-time purchase.

04 / Practitioner References

8 briefs · in priority order

05 / Structure

What every brief contains

Standard structure · all paid references

Brief structure · all paid references ~12 pages
Page 1
One-Page Executive Answer The definitive answer to the question, compressed to a single page. Suitable for quick reference mid-deal.
Pages 2–4
Practical Mechanics What’s actually involved: process steps, timelines, parties, documentation. How it works in the field, not in theory.
Pages 5–7
Negotiation Points / Counterparty Dynamics What is negotiable, who holds leverage at each step, and the specific language or terms to push back on.
Pages 8–10
Common Mistakes / Pitfalls What practitioners get wrong, what lenders and counsel look for, and where deals stall or die on this issue.
Page 11
Closing Checklist Every action item, document, and sign-off the topic requires before a deal can close.
Page 12
Source Notes & Citations All sources named. Regulatory references, statutory citations, and practitioner guidance clearly attributed.
Briefs Library Bundle

All 8 paid briefs at a single price. Available at launch for Dispatch subscribers at founders’ pricing.

View bundle pricing
How these products differ
Reports Longer-form analytical products — 17 to 30 pages per issue
Briefs Short field references — 10 to 16 pages, one question answered
Templates Working files — XLSX, DOCX, PDF instruments for production use
Data Registry Lender directories — 745 entries, active capital-source map