{"license":"https://creativecommons.org/licenses/by/4.0/","dataset":"reports","count":1,"filters":{"report":"housing-competition-data-gap","reportMatched":true,"reportId":"rep-housing-data-gap","reportSlug":"housing-competition-data-gap","reportTitle":"Housing Competition Needs Local Ownership Data"},"rows":[{"id":"rep-housing-data-gap","slug":"housing-competition-data-gap","title":"Housing Competition Needs Local Ownership Data","subtitle":"Source-backed housing profile note","summary":"An open brief explaining why housing affordability and supply stress require local competition data before HHI can be responsibly reported.","body":"Housing competition cannot be reduced to one national HHI. Harvard JCHS reports 22.7 million cost-burdened renter households in 2024, Freddie Mac estimates a 3.7 million-home supply shortage as of Q3 2024, and GAO reports that institutional investors owned 22 percent of single-family rental homes in Jacksonville but 4 percent in Seattle in 2024. Those facts show why local market power matters, but they do not provide comparable firm-level local rental market shares. Antitrust Radar therefore publishes the public evidence, labels the local data gap, and withholds HHI until citable firm-level local shares are available.","coverImageUrl":null,"publishedAt":"2026-06-21","relatedMarketIds":["mkt-housing"],"sourceIds":["jchs-rental-housing-2026","freddie-mac-housing-supply-2024","gao-institutional-sfr-2026","ftc-doj-rollups-2024"],"sourceBasis":"Harvard JCHS renter cost-burden data, Freddie Mac supply-shortage estimate, GAO selected single-family rental investor ownership data, and FTC/DOJ roll-up inquiry materials.","tableOfContents":["Why housing is local","Affordability and supply stress","Selected ownership evidence","Data needed for HHI"],"preview":"Explains why the housing profile reports public stress signals while withholding HHI pending local firm-level ownership and rental market-share data.","publicationType":"data_note","seriesTitle":"Public Data Notes","seriesNumber":"AR-DN-2026-02","authorName":"Antitrust Radar Research Team","version":"1.0","updatedAt":"2026-06-21","publicationStatus":"current","revisionNote":"Initial public edition.","canonicalCitation":"Antitrust Radar Research Team. (2026, June 21). Housing Competition Needs Local Ownership Data: Source-backed housing profile note. Public Data Notes, AR-DN-2026-02 (Version 1.0). Antitrust Radar. https://antitrustradar.org/reports/housing-competition-data-gap","citationDownloads":{"bibtex":"/reports/housing-competition-data-gap/citation/bibtex","ris":"/reports/housing-competition-data-gap/citation/ris"},"sourceProfileHrefs":["/sources/jchs-rental-housing-2026","/sources/freddie-mac-housing-supply-2024","/sources/gao-institutional-sfr-2026","/sources/ftc-doj-rollups-2024"]}]}