← Methodology
§ Persona · Investor · v1 · April 2026

The Investor score.

Cash flow comes first. Appreciation is a bonus, not the thesis. The Investor score is tuned for operators screening markets, not for owner-occupants.

§ 01 · Sub-score weights

What goes in, at what weight.

Yield
Heavy weight

The cash-flow engine — rent-to-price, rent trajectory, vacancy.

Risk
Moderate weight

Same risk family as the composite — overvaluation pressure, household stress, market-clearing stress.

Growth
Moderate weight

Same growth family as the composite — price trajectory, supply response, migration & job quality.

Liquidity
Light weight

How quickly you can exit — days-on-market and transaction volume.

§ 02 · Why these weights

Yield is the thesis. Liquidity is the exit.

The composite HavenScore is oriented toward owner-occupants, so it weights affordability heavily. Investors don't live in the unit — they care whether the rent covers the carrying cost. That shifts the weighting toward yield, with liquidity added because an exit path is part of every real investor's model.

§ 03 · What this score isn't

A screener, not an underwriter.

The Investor score does not model financing, management fees, unit-level vacancy, capex, taxes net of depreciation, or local landlord regulation. Use it to screen markets, not to underwrite a specific property.

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