`0.22.0` We're introducing enhanced transaction classifications across our metrics endpoints, bringing the granular insights from our property-level data to our aggregated metrics. These changes bring powerful new capabilities to your market analysis: - Greater precision and visibility in distinguishing between market-rate sales and other transfers - Consistent transaction classification across property-level and aggregated metrics - Enhanced ability to track institutional investor activity via integration of `SOLD_INTER_PORTFOLIO_TRANSFER` and `NON_ARMS_LENGTH_INTRA_PORTFOLIO_TRANSFER` ## Transaction Classifications Our metrics now distinguish between different types of property transfers: **Sales (Arms-Length Transactions)** - `SOLD`: Transactions conducted at fair market value between unrelated parties. - `SOLD_INTER_PORTFOLIO_TRANSFER`: Transactions between two distinct entities. **Transfers (Non Arms Length Transactions)** - `NON_ARMS_LENGTH_TRANSFER`: Transfers where the buyer and seller have a pre-existing relationship (e.g., identical last names) or the transaction isn't at fair market value (price is $0 and not in a Non-Disclosure state). - `NON_ARMS_LENGTH_INTRA_PORTFOLIO_TRANSFER`: Transfers within the same entity portfolio. ## Key Changes and Technical Details ### Market Metrics **All Cash** `/v1/market_metrics/{parcl_id}/all_cash` ```json { "date": "2024-01-01", "count_sales": 800, "pct_sales": 25.5, "count_transfers": 1000, "pct_transfers": 30.0 } ``` - `count_sales`: Count of all cash arms-length sales (`SOLD` and `SOLD_INTER_PORTFOLIO_TRANSFER`) - `pct_sales`: Percentage of arms-length sales (`SOLD` and `SOLD_INTER_PORTFOLIO_TRANSFER`) within the specified `` completed as all cash transactions - `count_transfers`: Count of all cash transfers across all `SALE` types (arms-length and non-arms-length) - `pct_transfers`: Percentage of transfers across all `SALE` types (arms-length and non-arms-length) within the specified `` completed as all cash transactions **Housing Event Counts** `/v1/market_metrics/{parcl_id}/housing_event_counts` ```json { "date": "2024-01-01", "sales": 500, "new_listings_for_sale": 800, "new_rental_listings": 400, "transfers": 750 } ``` - `sales`: Completed arms-length sales (`SOLD` and `SOLD_INTER_PORTFOLIO_TRANSFER`) for the specified `` within the given month - `new_listings_for_sale`: Properties newly listed for sale for the specified `` within the given month - `new_rental_listings`: Properties newly listed for rent for the specified `` within the given month - `transfers`: Completed transfers across all `SALE` types (arms-length and non-arms-length) for the specified `` within the given month ### Investor Metrics **Housing Event Counts** `/v1/investor_metrics/{parcl_id}/housing_event_counts` ```json { "date": "2024-01-01", "acquisitions": 150, "dispositions": 75, "new_listings_for_sale": 200, "new_rental_listings": 300, "transfers": 250 } ``` - `acquisitions`: Total number of investor arms-length acquisitions (`SOLD` and `SOLD_INTER_PORTFOLIO_TRANSFER`) for the specified `` within the given month - `dispositions`: Total number of investor arms-length dispositions (`SOLD` and `SOLD_INTER_PORTFOLIO_TRANSFER`) for the specified `` within the given month - `new_listings_for_sale`: Total number of investor-owned properties newly listed for sale for the specified `` within the given month - `new_rental_listings`: Total number of investor-owned properties newly listed for rent for the specified `` within the given month - `transfers`: Total number of investor transfers across all `SALE` types (arms-length and non-arms-length) for the specified `` within the given month **Purchase to Sale Ratio** `/v1/investor_metrics/{parcl_id}/purchase_to_sale_ratio` ```json { "date": "2024-01-01", "purchase_to_sale_ratio": 1.5 } ``` - `purchase_to_sale_ratio`: Investor purchase to sale ratio within a given month, calculated by dividing the number of investor purchases (acquisitions) by the number of investor sales (dispositions) - 1.00: Equal numbers of purchases and sales, achieving a 1:1 balance - 1.00: More purchases than sales - <1.00: More sales than purchases - 0: No purchases (numerator = 0) - NULL: No sales (denominator = 0) ### Portfolio Metrics **SF Housing Event Counts** `/v1/portfolio_metrics/{parcl_id}/sf_housing_event_counts` ```json { "date": "2024-01-01", "acquisitions": 150, "dispositions": 75, "new_listings_for_sale": 200, "new_rental_listings": 300, "transfers": 250 } ``` - `acquisitions`: Total number of investor arms-length acquisitions (`SOLD` and `SOLD_INTER_PORTFOLIO_TRANSFER`) of single family properties, segmented by portfolio size, for the specified `` within the given month - `dispositions`: Total number of investor arms-length dispositions (`SOLD` and `SOLD_INTER_PORTFOLIO_TRANSFER`) of single family properties, segmented by portfolio size, for the specified `` within the given month - `new_listings_for_sale`: Total number of investor-owned, newly listed for sale single family properties, segmented by portfolio size, for the specified `` within the given month - `new_rental_listings`: Total number of investor-owned, newly listed for rent single family properties, segmented by portfolio size, for the specified `` within the given month - `transfers`: Total number of investor transfers across all `SALE` types (arms-length and non-arms-length) of single family properties, segmented by portfolio size, for the specified `` within the given month ### New Construction Metrics **Housing Event Counts** `/v1/new_construction_metrics/{parcl_id}/housing_event_counts` ```json { "date": "2024-01-01", "sales": 100, "new_listings_for_sale": 300, "new_rental_listings": 150, "transfers": 125 } ``` - `sales`: Total number of arms-length sales (`SOLD` and `SOLD_INTER_PORTFOLIO_TRANSFER`) of new construction properties for the specified `` within the given month - `new_listings_for_sale`: Total number of new construction properties newly listed for sale for the specified `` within the given month - `new_rental_listings`: Total number of new construction properties newly listed for rent for the specified `` within the given month - `transfers`: Total number of transfers across all `SALE` types (arms-length and non-arms-length) of new construction properties for the specified `` within the given month ## Developer Notes - New `sales`, `acquisitions`, and `dispositions` fields specifically track arms-length transactions (`SOLD` and `SOLD_INTER_PORTFOLIO_TRANSFER`) - New `transfers` field captures all transaction types, providing a complete view of property movement - For genuine market-rate transaction analysis, use the `sales`/`acquisitions`/`dispositions` fields - For total transaction volume, use the `transfers` field - All cash metrics now provide both market-rate (`count_sales`/`pct_sales`) and total transaction (`count_transfers`/`pct_transfers`) views - Pricing endpoints across API now explicitly include only arms-length sales (`SOLD` and `SOLD_INTER_PORTFOLIO_TRANSFER`). Data and JSON structure remain unchanged. We welcome your feedback on these enhancements and look forward to seeing how they improve your housing market analysis workflows.