Quarterly RefreshPlaybook.
How the market-report engine runs every quarter. You pull the same CoStar exports in the same shape; one regeneration pass rebuilds every deliverable — masters, per-market reports, combined books, and print PDFs — across Retail, Apartments, Office, and Industrial.
The Loop
Export from CoStar
Two files per asset class — a Markets metrics export and a Sale Comps export — each covering all 22 markets at once.
Hand them over
Drop the files in and say the word. No reformatting, no per-market splitting — the raw CoStar exports are the input.
One regeneration pass
Data is merged, de-duplicated, benchmarked, and narrated. Every report and PDF rebuilds from the fresh numbers.
The Inputs — Two Exports per Asset Class
| Export | CoStar source & filter | Feeds |
|---|---|---|
| Markets metrics “GeographyList” format |
CoStar Analytics → select the 22 markets + a “United States” row → property type → export all metric & demographic columns. | The six at-a-glance dials, the national-index benchmark, and the demographics strip. |
| Sale Comps “CostarExport” format |
CoStar Sale Comparables → property type → all 22 markets → Sale Date = last 90 days → status Sold + Under Contract + Escrow → export all columns. | The “Notable Transactions” table — closed trades plus the in-play section — and the market medians. |
1. Include the “United States” row in every Markets export — that single row refreshes the national-index benchmark automatically, so the dials never drift. 2. Keep the 90-day comp window; the dials remain trailing-12-month. The quarter is labeled from the run date (e.g. Q3 2026).
The 22 Markets
These are CoStar market (metro) definitions, not counties. County requests map in: Stanislaus → Modesto · Madera → Fresno · Monterey → Salinas · Solano → Vallejo-Fairfield · Marin → San Rafael · Sutter/Yuba → Yuba City · Butte → Chico · Shasta/Tehama → Redding.
What Each Run Produces
Per asset class, every quarter:
Across all four asset classes that is four masters, 88 per-market reports, and four combined books — all from eight dropped files.
The Six Dials
Retail / Office / Industrial — Sales Volume, Sale Price/SF, Cap Rate, Asking Rent ($/sf·mo), Vacancy, Rent Growth.
Apartments — same, but Price/Unit and Asking Rent ($/unit·mo).
The Trigger
Drop the exports and say: build Q3 2026 — retail + apartments (or all four). Name files clearly — e.g. Retail-Markets-Q3-2026.xlsx, Retail-Comps-Q3-2026.xlsx — so the right files pair to the right asset class.
Comps with no CoStar market tag that can’t be county-mapped are excluded from the per-market tables; market totals and dials are unaffected (they come from CoStar’s own market roll-up). Sparklines are intentionally omitted — dials show value, direction, and the national benchmark, all fully sourced.