Email
After clicking the Email button, the following email dialog box appears on the screen.
This feature can be used to send report/s via email to clients. The sender must fill out several required fields as follows:
1). Report Variations (required)
There are five report categories which are shown in the report tab. There are report variations in each report category. If you would like to include some report variations, please check the report category first and select the report variation in it.
2). Data Table and % Change Summary Table Inclusion (optional)
By default, both Data Table and % Change Summary Table are excluded from the email. If you would like to include one or both of them, please select Yes.
3). Preparer's Name (optional)
Preparer's Name is optional. By default, it is blank.
4). Report Summary
The Report Summary shows the summary of the report for your convenience and reference when writing verbiages in the email.
5). Email Setup (required)
The sender email address (Your Email) and at least one receiver email address (To) are required. You can add more receiver in the To, Cc and/or Bcc.
You can attach files to this email as long as the file size is not bigger than 10 MB.
Once the Email button is clicked, the email is sent to the recipient/s. The sender will get a confirmation email if the recipient/s open or read it.
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Print
After clicking the Print button, the following dialog box appears on the screen.
This feature is used to print one or more reports. Customize the printed report by selecting which report/s that will be included, including % change summary table and/or data table, and showing the preparer name in printed report. The Report Summary is shown on the dialog box for your information.
Once the "Create Report" button is clicked, the report is compiled and the regular Print dialog box appears on the screen (see below). You can find the printed report in your printer as soon as you have clicked the Print button.
How to print graph/s and data table/s?
1. Be sure that all pop-up blockers are turned off.
2. Be sure that you are using the PRINT button in the report rather than the Print function in your web browser (ie: do not use "File>Print").
3. Set the Page Set-Up settings and margins
- In INTERNET EXPLORER*, go to the FILE menu at the top left-hand side of your screen.
- From the FILE menu, choose PAGE SETUP.
- On the pop-up window that appears, change all four of your MARGINS to 0.25.
- Try printing again, using the PRINT button in the Facts & Trends™ interface
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Help
After clicking the Help button on the Facts & Trends™ report page, this help document appears on the screen.
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Tutorial
After clicking the Tutorial button on the Facts & Trends™ report page, the Tutorial window appears on the screen. You can come back to this feature whenever you need more information on how to present this report to your buyer and/or seller clients.
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Save Graph
This feature enables you to save the graph to your own computer for various usages, such as for your marketing materials.
How to save a graph to include in marketing materials?
1. Be sure that all pop-up blockers are turned off.
2. Click Save Graph button
After clicking the Save Graph button, the following dialog box appears on the screen.
You can select the Image Size and click Save Graph.
3. The browser's File Download dialog box appears on the screen to give you an option in which location (in your computer) you would like to save the graph file to. Click this button and save the graph to a location on your computer than you can access easily later. By default, the graph file name is TGChartImage.png. You can certainly change it to different name when you save it in your computer.
4. The graph will be saved as a picture/image file and you can now upload it to all kinds of programs like Word, Publisher, Powerpoint, and even your website - just as you would a property photo, or your own headshot.
5. For further information on how to upload/import an image into the software program you are using, consult your software's manual or help documentation.
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Search Criteria
The search criteria covers the criterias, such as: location, property type, price range, square footage range, date range,
etc. The additional search criterias, such as: bedrooms, full bathrooms, half bathrooms and year built, are collapsed by default. Depending on the data availability in your MLS, those field criterias
may not all available. You can click > to expand the criteria (see blow) and select the available items.
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Select a Region
This drop down lists provides the list of the available regions. Depending on the report setup, the region list can be the MLSs or counties. The region has to be selected first before selecting other report criterias.
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Select a Location
This drop down lists provides locations that are available in the selected region.
The location fields differ in each region. Depending on the report setup, the location fields can consist of community, area, city, zip code, etc. The location fields are mutually exclusive. This means you can only select one location field at a time. You cannot select a community and a zip code at the same time.
You can select multiple items in the same location field.
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Select Property Types
This drop down list provides the property types that are available for the report. Select one or more property types you want to include in your report.
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Select a Price Range
This selection provides the price range criteria. Select the minimum and maximum price for your report from the drop down list or use the slider or simply enter the price (without comma and/or $ sign) in both drop down lists.
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Select Square Footage Range
This selection provides the property square footage criteria. Select the minimum and maximum square footage for your report from the drop down list or use the slider or simply enter the square footage
in both drop down lists.
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Select a Date Range
This drop down list provides the date range choices. There are 2 different date range categories:
1. Pre-defined date range
The pre-defined date range covers the regular 15-month date range and long-ranged report.
The regular 15-month date ranges are listed as the start and end month. You can select any one of them.
The long-ranged report covers "Last 2 Years", "Last 3 Years", .... , up to 15 years depending on how far back is your MLS data that we have in our database. Starting on "Last 6 Years", the reports are represented quarterly.
2. Custom date range
If you selected Custom date range, you can define the begin and end month of the report. The minimum range is 6 months and the maximum range is 25 months.
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Select Bedrooms
This selection provides the bedroom range criteria. Select the minimum and maximum number of bedrooms for your report from the drop down list or use the slider or simply enter the number of bedrooms
in both drop down lists.
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Select Full Bathrooms
This selection provides the full bathrooms range criteria. Select the minimum and maximum number of full bathrooms for your report from the drop down list or use the slider or simply enter the number
of full bathrooms in both drop down lists.
Note: If your MLS does not differentiate the bathrooms into full and half, then this selection is for Bathrooms (not Full Bathrooms).
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Select Half Bathrooms
This selection provides the half bathrooms range criteria. Select the minimum and maximum number of half bathrooms for your report from the drop down list or use the slider or simply enter the number
half bathrooms in both drop down lists.
Note: If your MLS does not differentiate the bathrooms into full and half, then this selection is not available.
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Select Year Built
This selection provides the year built range criteria. Select the minimum and maximum number of year built for your report from the drop down list or use the slider or simply enter the year built
range in both drop down lists.
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Show Chart
After selecting the report criterias, click the Show Chart button to display the report.
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Main Menu
This Main Menu button takes you back to the report main menu that enables you to select other than Facts & Trends™ reports (if available).
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For Sale vs. Sold Report
About
the For Sale vs. Sold Report
The vertical axis represents the number of properties for sale, pended, closed or new listing in a given time period.
The horizontal axis represents the monthly trends and changes measured each month.
The drop down list in the top-left corner provides the types of the report.
The types of the report for For Sale vs. Sold tab are:
-> Type 1:
For Sale/Sold which shows the number of properties for sale and sold per month.
-> Type
2: For
Sale/Sold/Pended which shows the number of properties for sale, pended, and sold per month.
-> Type 3: For Sale/Pended which
shows the number of properties for sale and pended per month.
-> Type 4: Sold/Pended which shows the number
of properties pended and sold per month.
-> Type
5: For Sale/Sold/Pended/New Listing which shows the number
of properties for sale, sold, pended and new listed per month.
-> Type 6: For Sale/New Listing which shows the number
of properties for sale and new listed per month.
-> Type 7: For Sale/Sold/New Listing which shows the number
of properties for sale, sold and new listed per month.
-> Type 8: For Sale/Pended/New Listing which shows the number
of properties for sale, pended and new listed per month.
-> Type 9: Sold/Pended/New Listing which shows the number
of properties sold, pended and new listed per month.
-> Type 10: Sold/New Listing which shows the number
of properties sold and new listed per month.
-> Type 11: Pended/New Listing which shows the number
of properties pended and new listed per month.
Note: If your MLS does not provide the listing date data that is used to specify the new listing numbers, your report has Type 1 thru Type 4 only in the drop down list selection.
The light green bar represents the number of properties listed per month based on the selected criterias.
The red line with black triangle marks represents the number of properties pended per month based on the selected criterias.
The dark green bar represents the number of properties that have closed escrow per month based on the selected criterias.
The most recent month's number is preliminary and may be revised in the next month's report. This is to account for closed properties that are reported late.
The blue line with black circle marks represents the number of new listed properties per month based on the selected criterias.
What do For Sale, Pended, Sold and New Listing mean?
The For Sale numbers are the snapshot of the number of property for sale at the end of the month.
The Pended numbers represent the number of properties that went into the "pending" status in that month.
For example, if there are 100 pended properties in January, it means that 100 properties had their status changed to "Pending" in January.
The New Listing numbers represent the number of properties that are new listed in a particular month.
The Sold numbers represent the number of properties that are sold on a particular month.
Please note that the properties for sale data is downloaded at the end of the month and the off market data (pended and sold) is downloaded at the 4th or 5th of the following month every month.
What Does For Sale vs. Sold Report Do?
It helps determine the trend of market supply and demand.
It helps determine whether the current market is a seller or buyer
market.
It helps determine the minimum length of the listing period.
It helps identify which price range the majority of the properties
are in, within a given area.
It helps focus on where the buyer's activities are and the market
condition in those areas.
How to Use For Sale vs. Sold Report?
Use with Average Price Per Sqft Report to set competitive listing
price.
Use current inventory level to determine market condition. The
current inventory level is derived by dividing the monthly listing
number by the monthly sold number which is shown in Months of Inventory graph. As a rule of thumb, an inventory
level of less than three indicates a strong seller market while
an inventory level greater than six indicates a buyer's market.
A download trend of listing inventory and an upward trend of the
number of properties sold indicates the seller is in a better negotiating
position.
An upward trend of listing inventory and a downward trend of the
number of properties sold indicates the buyer is in a better negotiating
position.
You Should Know
The properties sold figures are derived from recorded transactions.
Current monthly sold figures might be adjusted upward on the next
month's report. This is to account for any closed transactions
that are reported late.
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Average Price per Sqft. Report
About the Average Price per Sqft. Report
The vertical axis represents the average price per square foot
of closed properties in a given time period.
The horizontal axis represents the monthly trends and changes measured each month.
The purple bar represents the average price per square foot of the closed properties per month based on the selected criterias.
How do you calculate the Average Price per Sqft?
The Average Price per Sqft is the average of sold price divided by square footage of sold listings.
What Does Average Price per Sqft. Report Do?
It helps establish the market price for an average home.
It helps determine if there is any change in property value for
a specific area in a specific price range.
How to Use Average Price per Sqft. Report?
Use the highest and lowest monthly average price per square
foot on the chart to establish the most marketable price range
in a specific area.
If the home has a larger than normal lot, a special amenity,
or is located in an area of social demand, the home price must
be adjusted upward.
Refer to For Sale vs. Sold Report for
the number of properties sold per month. If there are less than five
properties sold per month for a specific price range, the average
price per square foot might be skewed and is not as useful. In
this case, an average of the fifteen month's or more figures should
be used in setting the price.
You Should Know
The garage area is not included in the square footage price
calculation.
Individual listings in the MLS system without square foot information
are excluded in the average square foot price calculation.
This report is not available where reporting of property square
footage information is prohibited by the local MLS or if you selected Lot and/or Land property types.
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Days on Market and Sold/List Price % Report
About the Days on Market and Sold/List Price % Report
The vertical axis represents the percentage of the sold price / list price or
sold price / original list price of the properties sold in given time period. It also represents average number of days that the house has been on the market (days on market or cummulative days on market).
The horizontal axis represents the monthly trends and changes measured each month.
The drop down list in the top-left corner provides the types of the report.
The types of the report for Days on Market and Sold/List Price % tab are:
-> Type
1: Avg DOM & SP/LP %
The pink bar represents the average number of days that the sold properties had been on the market as active listings before a legal sales contract has been signed (days on market).
The dark blue line with the red triangle marks represents the comparison of sold price and list price of the properties sold (sold listings) in percent per month based on the selected criterias.
-> Type
2: Avg DOM & SP/Orig LP %
The pink bar represents the average number of days that the sold properties had been on the market as active listings before a legal sales contract has been signed (days on market).
The dark blue line with the red triangle marks represents the comparison of sold price and original list price of the properties sold (sold listings) in percent per month based on the selected criterias.
-> Type
3: Avg CDOM & SP/LP %
The pink bar represents the average number of days that the sold properties had been on the market as active listings (including if it is relisted) before a legal sales contract has been signed (cummulative days on market).
The dark blue line with the red triangle marks represents the comparison of sold price and list price of the properties sold (sold listings) in percent per month based on the selected criterias.
-> Type
4: Avg CDOM & SP/Orig LP %
The pink bar represents the average number of days that the sold properties had been on the market as active listings (including if it is relisted) before a legal sales contract has been signed (cummulative days on market).
The dark blue line with the red triangle marks represents the comparison of sold price and original list price of the properties sold (sold listings) in percent per month based on the selected criterias.
Note: If your MLS does not provide the CDOM data, your report has Type 1 and Type 2 only in the drop down list selection.
What is DOM?
DOM stands for days on the market, how long a property is on the market. It generally is between the day the property is listed and the day it becomes off market (for example, when it becomes pended).
Is Average DOM calculated based on sold listings?
Yes, it is. The Average DOM is the average of DOM of sold properties.
What is CDOM and how is it calculated?
CDOM stands for continuous days on the market and tracks consecutive listing periods.
While all MLSs are a little different, the generally accepted rule is that, if a property is re-listed within a 30 day period of it's previous expired, withdrawn, or canceled period,
CDOM kicks in and tracks the aggregated listing time of the property. If the property is off the market for 30 days it resets the CDOM. CDOM is usually only measured for a maximum period of two years.
If you have questions about how CDOM is calculated in your region, please contact your primary support person for Trendgraphix or speak with a representative for your local MLS.
What is Sold/List Diff. %?
The Sold/List Diff. % represents the percentage difference between sold price and list price of sold properties.
What is Sold/Orig. List Diff. %?
When a property is listed on the market, the list price may change couple times before it gets sold.
The original list price is the price that is first entered to the MLS database when a property is listed on the market.
The Sold/List Diff. % represents the percentage difference between sold price and original list of sold properties.
What Does Days on Market and Sold/List Price % Report Do?
This report shows the percentage of sold price / list price at which an equal number of properties are sold above, equal or below
the list price.
It indicates how long it has taken to sell those properties.
The percentage of sold price / list price helps identify where the market activity is the strongest.
The days on market figure helps establish the minimum listing period.
It helps identify the best match for a buyer's price range.
How to Use Days on Market and Sold/List Price % Report?
If the percentage of sold price / list price is closer to 100 then there are more potential buyers available for the property.
If a property's listing period is less than the average days on the market, the listing will have a greater chance of expiring before it is sold.
Use this report with out-of-town or relocation buyers to assist then in making their investment decision.
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Average Price For Sale & Sold Report
About the Average Price For Sale & Sold Report
The vertical axis represents the average price of properties that were listed or closed, in thousands, in a given time period.
The horizontal axis represents the monthly trends and changes measured each month.
The drop down list in the top-left corner provides the types of the report.
The types of the report for Average Price For Sale & Sold tab are:
-> Type
1: Average Price For Sale & Sold
The green line with the square marks is the average price of active properties listed, in thousands, per month based on the selected criterias
The red line with triangles marks is the average price of properties that have closed escrow, in thousands, per month based on the selected criterias
-> Type
2: Median Price Sold
The red bar represents the median price of properties that have closed escrow, in thousands, per month based on the selected criterias.
What Does Average Price For Sale & Sold graph mean?
The Average Price For Sale is the average of list price of the properties for sale in a particular month.
The Average Price Sold is the average of sold price of the properties sold in a particular month. Displaying both the Average Price For Sale and Average Price Sold line charts
in a graph portrays the relationship between the on and off market pricing.
What Does Average Price For Sale & Sold Report Do?
It helps determine whether the market is a buyer or seller market.
If the average listing price and average sold price are the closest,
the area has the healthiest market.
It helps identify where the softest market is and where the buyer
can find the biggest price concessions.
It helps determine if there is any change in property value for
a specific area.
How to Use Average Price For Sale & Sold Report?
Refer to For Sale vs. Sold Report for
the number of properties sold. If a very expensive or very cheap home
has been sold, these statistics can be skewed up or down, and
the trend line can fluctuate with less consistency.
If the average sold price is below the average listing price,
and falling, the market is moving toward a buyers' market. If
the average sold price trend is up or above the average listing
price, the market is moving toward a sellers' market.
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Months of Inventory Report
About the Months of Inventory Report
The vertical axis represents the months of inventory or absorption rate (in percentage) in given time period.
The horizontal axis represents the monthly trends and changes measured each month.
There are 2 kinds of Months of Inventory as follows:
1. Months of Inventory based on Closed Sales (MOI based on Closed Sales)
MOI based on Closed Sales = the number of properties for sale divided by the number of properties sold.
2. Months of Inventory based on Pended Sales (MOI based on Pended Sales)
MOI based on Closed Sales = the number of properties for sale divided by the number of properties pended.
There are 2 kinds of Absorption Rate as follows:
1. Absorption Rate based on Closed Sales (%)
Absorption Rate based on Closed Sales (%) = the number of properties sold divided by the number of properties for sale (in percentage).
For instance, if there are 1,000 active listings and 100 of them sold in a given month, the rate of absorption would be 10%. 10% of the market is being sold in that given month.
2. Absorption Rate based on Pended Sales (%)
Absorption Rate based on Pended Sales (%) = the number of properties pended divided by the number of properties for sale (in percentage).
The Rate of Absorption measures the inverse of Months of Inventory and represents how much of the current active listings (as a percentage) are being absorbed (sold or pended) each month. The Absorption Rate is presented as a percentage (%) of the current inventory.
The drop down list in the top-left corner provides the types of the report.
The types of the report for Months of Inventory tab are:
-> Type
1: Months of Inventory based on Closed Sales
-> Type
2: Months of Inventory based on Pended Sales
-> Type
3: Absorption Rate based on Closed Sales (%)
-> Type
4: Absorption Rate based on Pended Sales (%)
How to Use Months of Inventory Report?
Refer to For Sale vs. Sold Report for
the number of properties for sale, pended and sold that are used to calculate the Months of Inventory report. As a rule of thumb, an inventory level of less than three indicates
a strong seller market while an inventory level greater than six indicates a buyer's market.
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Graphic
Report
There are 5 kinds of graphic reports which correspond to the report tab selection:
Graphic Reports 1: For Sale vs. Sold Report which shows the number of properties for sale, pended, sold and new listed graphs.
Graphic Reports 2: Average Price per Sqft. Report which shows the average price per square foot of properties sold graph.
Graphic Reports 3: Days on Market & Sold/List Price % Report which shows the percentage of sold price / list price (and sold price / original list price) and the average days on market of properties sold (and cummulative days on market) graphs.
Graphic Reports 4: Average Price For Sale & Sold Report which shows the average price of property for sale & sold and median sold price graphs.
Graphic Reports 5: Months of Inventory Report which shows the months of inventory and absorption rate graphs.
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% Change Summary Table
% Change Summary Table summarizes the changes in percentage between the latest period compare to a selected previous period.
The % Change Summary Table depicts the following columns based on the data elements shown in the graphic report (date range selection):
1. % change of Curnt vs. Prev Month - compare the latest month to previous month
2. % change of Curnt vs. Same Month 1 Yr Ago - compare the latest month to the same month previous year, if you've selected equal and/or more than 13-month date range. Otherwise, this column is not shown.
3. % change of Curnt vs. Same Qtr 1 Yr Ago - compare the latest quarter (3-months) to the same quarter previous year. This is the average of 3 months (not sum of 3 months).
4. % change of Curnt vs. Same 12 Months 1 Yr Ago - compare the latest 12-months to the same 12-months 1 year ago. This is the average of 12 months (not sum of 12 months).
5. % change of the longest range based on your date range selection, for example Curnt vs. Prev 6 Months.
For example, if you've selected For Sale/Sold/Pended report with the "Last 2 Years" date range when the report is published on Mar. 2010,
then the % Change Summary Table shows the For Sale, Sold and Pended numbers for the following 3 columns:
1. % change of Curnt vs. Prev Month - % change of Feb. 2010 and Jan. 2010
2. % change of Curnt vs. Same Month 1 Yr Ago - % change of Feb. 2010 and Feb. 2009
3. % change of Curnt vs. Same Qtr 1 Yr Ago - % change of average of Dec. 2009 to Feb. 2010 and average of Dec. 2008 to Feb. 2009
4. % change of Curnt vs. Same Month 2 Yr Ago - % change of Feb. 2010 and Feb. 2008
5. % change of Curnt vs. Same 12 Months 2 Yr Ago - % change of average of Jan. 2010 to Feb. 2010 and average of Jan. 2009 to Feb. 2009
If you've selected Avg DOM & SP/LP % report with the custom date range (Aug. 2009 - Feb. 2010) when the report is published on Mar. 2010,
then the % Change Summary Table shows the Avg DOM and SP/LP% numbers with for following 2 columns:
1. % change of Curnt vs. Prev Month - % change of Feb. 2010 and Jan. 2010
2. % change of Curnt vs. Prev 7 Months - % change of Feb. 2010 and Aug. 2009
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Report Selection Summary
This selection summary provides the list of the criterias and their values you have selected.
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Data Table
About the Data Table
The left column (red text) represents the total of 16 categories that also can be found in the corresponding graphic report.
The first row (green text) represents the months of the report.
What is the relation between the Data Table and the Graphic Report?
Each graphic report has one or more corresponding rows in the data table.
The data table rows represent the values, for the x month period (x depends on the date range selection), in each corresponding graphic report.
The 16 categories which also can be found in graphic reports are:
Category 1: For Sale
represents the number of properties for sale (or active listings) per month which also can be found
in For Sale vs. Sold graphic report.
Category 2: New Listing
represents the number of properties new listed per month which also can be found
in For Sale/Sold/Pended/New Listing graphic report.
Category 3: Sold
represents the number of properties sold (or sold listings) per month which also can be found
in For Sale vs. Sold graphic report.
Category 4: Pended
represents the number of properties pended (or pended listings) per month which also can be found
in For Sale/Sold/Pended/New Listing graphic report.
Category 5: Months of Inventory based on Closed Sales
represents the comparison of the number of properties for sale (active listings) and the number of properties sold (sold listings) per month
which also can be found in Months of Inventory based on Closed Sales graphic report.
Category 6: Months of Inventory based on Pended Sales
represents the comparison of the number of properties for sale (active listings) and the number of properties pended (pended listings) per month
which also can be found in Months of Inventory based on Pended Sales graphic report.
Category 7: Absorption Rate based on Closed Sales
represents the comparison of the number of properties for sold (sold listings) and the number of properties sale (active listings) per month
which also can be found in Absorption Rate based on Closed Sales graphic report.
Category 8: Absorption Rate based on Pended Sales
represents the comparison of the number of properties for pended (pended listings) and the number of properties sale (active listings) per month
which also can be found in Absorption Rate based on Pended Sales graphic report.
Category 9: Average Active Price
represents the average price of properties for sale per month, in thousands, which also can be found
in Average Price For Sale & Sold graphic report.
Category 10: Average Sold Price
represents the average price of properties sold per month, in thousands, which also can be found
in Average Price For Sale & Sold graphic report.
Category 11: Average Square Foot Price
represents the average price per square foot of properties sold per month which also can be found
in Average Price per Sqft graphic report.
Category 12: Sold/List Price Difference in %
represents the comparison of the sold price and the list price of the propeties sold in percentage per month which also can be found
in Days on Market and Sold/List Price % graphic report.
Category 13: Sold/Original List Price Difference in %
represents the comparison of the sold price and the original list price of the propeties sold in percentage per month which also can be found
in Days on Market and Sold/Orig List Price % graphic report.
Category 14: Average Days on Market
represents the average days of properties for sale (active listings) becoming pended which also can be found
in Days on Market and Sold/List Price % graphic report.
Category 15: Average Cummulative Days on Market
represents the average days of properties for sale (active listings) becoming pended (including if they are relisted) which also can be found
in Cummulative Days on Market and Sold/List Price % graphic report.
Category 16: Median Price Sold
represents the median price, in thousands, of the sold properties, at which an equal number of properties are sold above or below that price, which also can be found
in Median Price Sold graphic report.
Median price helps identify where the market activity is the strongest. It helps identify the best match for a buyer's price range. If the property's listing price is closer to the median price then
there are more potential buyers available for the property.
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