A Market Evaluation analyzes a specific geography, including any MSA, State, County, Zip Code, Place, and Neighborhood in the US.

To begin, click on the blue New Analysis button on the top right of the Analyses section, give your analysis a name, and select Market Evaluation from the list of options. Then click “Site Selection.”

In the next window, use the State drop-down to choose the state that contains your desired market(s). Once you have selected the state, click into the Market Type drop-down to choose the type of geography you’d like to analyze, options include:

· County

· MSA

· Neighborhood

· Zip Code

· Place

· State

· Census Tract

· All Zip Codes in the State

· All Counties in the State

· All Places in the State

· All Neighborhoods in the State

Once a Market Type is chosen, the Select Market Boundaries menu will pop-up. Check the box beside your desired market(s), you may choose up to five (5).

Once you’ve entered the information for your site, click “Benchmarks” to select your benchmark for this analysis.

In this tab you’ll have the option of choosing a benchmark type to compare your market(s) against.

The following benchmark types: MSA, County, Zip, Place, State, and Neighborhood comparison will automatically reference their respective geography based on the site selected during Step 2. Once you have selected a benchmark, click “Market Areas.”

When running a Market Evaluation, you do not need to choose any market areas. The market area is set as the pre-defined geographies of the market you have selected. To continue, click “Market Supply.”

The Market Supply step allows you to edit competition in your desired market area before running an analysis. All changes made on the Market Supply page will be reflected in metric values (like penetration rates and unmet demand figures) as well as the competition lists. Click “Assumptions” to continue.

The assumptions tab is where you can change inputs that feed directly into the metric output calculations. Click into any unique assumption category to alter the individual assumption values. Change the assumptions to your desired values and click “Submit Analysis” to process your Analysis.

Please note that not all metrics are dependent on assumption values (Ex: Median Home Value CY), but many metrics are built so that assumption inputs can be used to customize the metric output (Ex: IL Income Qualified 75+ CY).

NOTE: If you do not alter these values, the default values will be used.