Recent content by Jeremy Sheppard

msg4, To see good cap growth we want demand to be high and supply to be low, right. But a supply of zero is a mkt you simply can't buy into. So I agree with you that a "reasonably" low SOM is preferred. Good tip! Also, I'd like to point out the DSR is a measure of the imbalance between demand...

Yeah fair point, that chart isn't intuitive is it. My business partner asked pretty much the same question. The chart means that for all markets that had a DSR of 30 in January 2010, on average they grew by about 8% from January 2010 to Jan 2013. Some of those mkts would've exceeded that and...

DSR does work better than random pickings An analysis of the 3 year performance for DSR scores recorded in January 2010 is shown in the chart on page 9 of the PDF at... http://hotspotcentral.com.au/reports/alderley/Project-Review-Alderley-St.pdf The chart clearly shows a relationship...

DSR now freely available The Demand to Supply Ratio data is now freely available via a web-app and phone app called Boomtown. Visit www.DSRScore.com.au to follow links. Thank you for everyone who provided feedback on the data of the original spread-sheet version. I hope you can all get...

DSR measures imbalance Martinv, Happy to send you a freebie of the latest DSR for April 2012. You can also contact me directly on [email protected]. BTW a high DSR means demand outweighs supply significantly. It takes a long time for out-of-balance markets to re-balance. This means...

Some DSR Clarification Just to clarify a few things about the DSR... 1 - It doesn't replace fundamental research. Nothing is ever likely to replace good old fashioned fundamental sleeves rolled up kinda research. The DSR is more of a short-listing tool to identify suburbs worthy of that...