Where smart capital is deploying in U.S. housing - before the crowd gets there.

Data-driven residential market intelligence built from real underwriting and live deal flow. Not headlines. Not hype.

Where smart capital is deploying before the crowd gets there.

Data-Driven | Market Intelligence | Built from Real Underwriting & Live Deal Flow

The Allocation Memo

Every week - where institutional capital is moving in U.S. real estate and other alternatives

Through M&A, Joint Ventures, 1031 Exchanges, and Closed-End Funds, Daniel Erb Has Raised and Transacted Millions in U.S. Residential Real Estate on Behalf of LPs.

What's Inside

  • Markets where smart capital is entering

  • Real underwriting insights from active deals

  • Mispriced opportunities most operators are missing

  • Key risks to watch right now