S. Patz & Associates is an approved market study provider for housing finance agencies in multiple states. Our studies support a wide range of clients and uses, from agency applications and conventional financing to acquisition decisions, unit mix and phasing strategy, and early-stage development planning.
Whether a client needs a preliminary assessment to evaluate site viability or a full-narrative study prepared to agency standards, we deliver analysis that is rigorous, defensible, and tailored to the specific demands of the assignment.
Our work reflects a thorough understanding of agency-specific guidelines, submission requirements, and reviewer expectations across a range of programs. Our studies are regularly used by tax credit syndicators, commercial lenders, public agencies, architects, engineers, and development teams throughout the project lifecycle.
Studies are prepared at the site-specific, neighborhood, citywide, regional, and statewide levels, and cover the full spectrum of rental housing types, including:
Every assignment begins with original research. We conduct in-person site inspections, survey comparable properties directly, and build our analyses from primary data rather than relying solely on third-party databases. Our analysts bring deep familiarity with local and regional housing markets across the states we serve, allowing us to interpret data in context and draw conclusions that reflect actual conditions on the ground.
We are meticulous about accuracy. Every table, calculation, and cross-reference in our reports is verified before delivery, and our narrative findings are grounded in the data presented throughout the study. The result is work that holds up under scrutiny, whether in response to agency reviewer comments, during a lender’s underwriting process, or as the analytical basis for a major investment decision.
We also understand that market studies do not exist in isolation. Our reports are written to support the full project team, and we remain available throughout the financing and development process to answer questions, respond to reviewer comments, and provide updated analysis as project parameters evolve.
While market studies are inherently technical, our reports are written in a clear, full-narrative format that makes the findings accessible and useful to a broad range of users. Agency reviewers, lenders, investors, architects, planners, and public officials can rely on our work with confidence, knowing the analysis is thorough, transparent, and well-supported.