Report History

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Whitepaper

Turning QMI Data Into Actionable Land Insights

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Landchecks leverages Quick Move-In (QMI) home inventory as a real-time indicator of how builders are currently pricing and underwriting residential product. By converting residual land value indications into lot-level economics, users evaluate implied lot pricing by product type.

"The methodology is intentionally transparent and repeatable, allowing users to understand each step of the process and apply professional judgment where appropriate."
Whitepaper

National Pulse Check: Single-Tenant QSR Real Estate

PDF

Single-tenant Quick Serve Restaurant (QSR) real estate continues to prove itself as one of the most resilient asset classes. After analyzing 96 active QSR listings across 26 states, a clear picture emerges of disciplined pricing and modest yield compression.

$182k
Average NOI
5.33%
Avg Asking Cap
96
Active Listings

At a national level, the clustering of cap rates around 5.33% signals strong buyer confidence despite broader economic noise. Site quality remains paramount—corner locations command tighter cap rates due to enhanced ingress/egress and visibility.

Geographic Consistency

Whether in primary growth states or secondary markets, QSR assets are being underwritten with remarkably similar expectations. This speaks to the maturity of the asset class and drive-through demand fundamentals.

Well-located QSR real estate remains a preferred parking place for both private and institutional investors, rewarding clarity, durability, and simplicity in site selection.

Market Snapshot

Top 5 Single Tenant Listing Brokers in the US

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We've examined 1,647 listings totaling $6.32 billion. The leading five brokers accounted for 781 listings worth an aggregate $3.15 billion, boasting an average asking price of $2.4 million and a cap rate of 6.2%.

Volume Leader

Marcus & Millichap leads with 257 listings ($1.01 billion), suggesting a broad national footprint.

Premium Focus

Cushman & Wakefield excels in higher-value deals with an average asking price of $4.75 million.

Builder Intelligence

Lennar Homes: Q1 2026 QMI Inventory Analysis

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Surveying 4,522 QMI homes across 8 states, Lennar's data highlights a strategic shift toward compact lots (avg 45' FF) to enhance density. Florida remains a powerhouse with 1,193 homes tracked at an average price of $474,417.

State Allocation Summary (Rural/Infill)

Florida

$80k - $128k

Texas

$47k - $75k

Nevada

$105k - $168k

Georgia

$69k - $110k

Aggregate Data

State-Level Q1 2026 New Home (QMI) Analysis

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Analysis of 80,000+ listings reveals Texas as the volume champion (55.8% supply), while Florida reflects high demand with 19.2% concentration. 50-foot frontage remains the national benchmark for production housing.

Nevada commands the highest price points (~$724k) and cost efficiency (~$300/SF), suggesting constrained supply relative to inflow.

Valuation Model

Corner vs. Non-Corner Retail Paired Analysis

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Based on 897 single-tenant retail listings, corner sites command a measurable price premium of 22% and approximately 18% higher NOI expectations.

22%

Price Premium

18%

NOI Premium

27

Cap BPS Compression

Methodology

Why Normalized Single-Tenant QSR Data Matters

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Traditional listings often suffer from unstructured data. We explore how vetting site attributes—like corner sites and building configuration—enables a smarter analytical framework for net-lease investors.