Two clients are due for their annual report this month.
Everything the hub knows about each member, in one place — diagnostic trend, tool activity, and what they told you they're working on.
Each client holds the property, purchase, and contact details every report needs. Add once, reuse for every run.
These are the fields the Market Impact Report pulls from. Purchase date and price drive the value-trend section.
A nine-page annual check-in for a specific homeowner — national FHFA data narrowed to their state, metro, neighborhood, and the value trend since they bought.
Your home is one of the largest, if not the largest, financial asset you own. Like any investment, it makes sense to check in on it regularly. That's exactly what this report is designed to do.
Once a year, I put together a snapshot of what's been happening in the real estate market. We start at the national level, move to the state level, and finally look at data right here in your neighborhood. My goal is to make sure you always have a clear picture of where things stand, so you can make informed decisions whenever the time is right.
With this information you can better assess your insurance coverage, manage financial planning, help with any renovation project decisions, and have a better overall understanding if a move is on your mind.
If any of this sparks questions, or you'd like a more detailed look at how your home would be positioned in the market today, I'm always just a phone call away.
Every quarter, the Federal Housing Finance Agency publishes its House Price Index, tracking how home values have shifted across the country since 1991. Here is the long view, and where the national market stands today.
One-year price change in every state. Cooler tones show stronger appreciation; warmer tones show softening.
How home prices across the Charleston–North Charleston, SC area have moved over the past three decades, by the FHFA House Price Index, with your purchase marked.
MLS activity in your immediate market area over the past twelve months — the most current picture of supply, demand, and pricing near your home.
Recent activity for comparable homes near you over the past several months — a snapshot of the value range a buyer would weigh today. This is not a substitute for a full comparative market analysis.
This ties the national and local data back to your purchase. Rather than pinpointing a current value — which requires a full comparative market analysis — it gives an honest look at how the market has moved since you bought in January 2023.
This section ties the national and local data back to your specific purchase. Rather than pinpointing a current value — which takes a full comparative market analysis — it offers an honest look at how the market has moved since you bought. If you'd ever like a tailored analysis of where your home would be positioned today, I'm glad to put one together.
Your home is more than an investment, it's where life happens. While the market data in this report tells one part of the story, there are a few other things worth putting on your radar every year around this same time.
I'm grateful that you've made your house a true home. Thank you for trusting me to be part of your homeownership journey — I don't take that lightly, and I'm always here when you need me.