Insights
Quarterly observations from the desks of Vivian Halcyon and Andrew Mercer. Plain language, no forecasts we can't defend, written for clients who already know the market — not as content, but because writing helps us think.
The Archive
We publish four to six pieces a year. We also send a quarterly letter to our private list. To receive it, write to us directly.
On Forest Hill's quietest streets, the houses that move fastest aren't the most renovated — they're the most documented. We unpack the numbers behind architectural attribution.
A decade after the wineries arrived, the second wave of buyers is changing what gets built. Six conversations with architects, vendors, and our own clients on what comes next.
Our brief, occasionally unpopular, view on what "guidance" should mean in a market where most of the inventory we represent is never publicly listed. With three short examples.
A decade of Forest Hill transactions, the patterns you can see in the data, and the patterns you can only hear at the kitchen table. Excerpts from our private year-end letter.
Lake-front buyers no longer ask "how big is the cottage." They ask what's adjacent, who owns it, and whether you can put it together. A working note on assembly economics on the three lakes.
A short essay on the kind of acquisitions that have begun to anchor the County's quieter parts — and what they're not, despite what the magazines have started to suggest.
The Quarterly Letter
Our principals' quarterly letter is sent in print to a private list of clients and contacts. It contains the things we don't put on the website. To receive it, request access in writing.
Request the letter →