Key takeaways
- A source date differs from the period measured.
- Uncertainty and definitions belong in acquisition notes.
- Local evidence should be linked to the benchmark.
Source record
2 cited sources
Last verified
2026-08-10
In this article
Quick Overview
An acquisition note should make its market context reproducible. Write down the survey period, publication date, estimate, geography, definition, and uncertainty. This prevents a national benchmark from being mistaken for a local property fact.
Portfolio application
Use the June 2026 new-home sales research as a model for retaining estimate and uncertainty together. Add local listings, closed sales, rent evidence, and financing assumptions separately.
Common Mistakes
Do not label a page access date as the survey period. Do not remove a source's uncertainty language from a dashboard summary.
Method and limits
The Census and HUD new-home sales release states the survey month, estimate, and publication-date context.
Common Questions Answered
What is the minimum note?
Save source, release date, measured period, geography, definition, estimate, and limitation.
Does a current release replace the old note?
Not always. Preserve the earlier version when it supported a decision, then add the newer release separately.
Ready to improve acquisition controls?
Use acquisition research support to keep external data attached to underwriting.