PERMIT PULSE
Census · YoY
RATE ENVIRONMENT
10Y Treasury
LABOR STRESS
JOLTS Quit Rate
MATERIAL PRESSURE
PPI Composite
FEDERAL PIPELINE
SAM.gov · 90-day
Federal Pipeline Score ConstructAIQ AI · SAM.gov + Trend Analysis
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Calculating…

    Score = base(62) + volume bonus + momentum bonus. Derived from SAM.gov pre-solicitation count and trend direction.

    State Risk & Permit Intelligence Census Bureau Permits · FEMA NRI
    Tariff Impact Estimator ConstructAIQ Intelligence · BLS PPI + FiscalData

    Model material cost impact on a standard 2,000 sq ft single-family build. Drag sliders to adjust tariff scenarios.

    10%
    0%25%50%
    25%
    0%25%50%
    Lumber Impact
    +$2,800
    Steel Impact
    +$4,200
    Total Added
    +$7,000
    ' + (window._ppiLumber ? 'Based on current PPI data. ' : 'Based on 2024 baseline. ') + ' ~15,000 board-feet lumber ($6/bf baseline), ~3.5 tons structural steel ($900/ton baseline). Cost pass-through = 85%.
    County Economic Output BEA CAGDP2 · 2023 County GDP

    Source: Bureau of Economic Analysis CAGDP2 county GDP estimates.

    County Affordability Pressure BEA Personal Income × FHFA HPI · Annual

    States where home prices are outpacing income growth — a leading indicator of demand softening 6–12 months forward.

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    Income growth: BEA CAINC1 personal income per capita. HPI: FHFA All-Transactions House Price Index, annual % change.

    Renovation Demand Index EIA RECS 2020 · ConstructAIQ Intelligence · Annual

    Renovation opportunity by census region. Higher score = older housing stock = stronger retrofit and remodel market.

    Source: EIA Residential Energy Consumption Survey 2020. Score = composite of housing age distribution and energy retrofit indicators.

    Credit Cycle Detector Fannie Mae Loan Performance · Q4 2025

    Mortgage delinquency rates lead construction demand by 6–12 months. Rising delinquencies signal credit tightening and reduced buyer capacity.

    30-Day DLQ
    1.82%
    ▲ +0.03pp QoQ
    60-Day DLQ
    0.63%
    ▲ +0.02pp QoQ
    90+ Day DLQ
    0.41%
    ▲ +0.01pp QoQ
    Credit Cycle Phase
    Late Expansion
    NEUTRAL
    STABLE trend

    Monitor — delinquencies tracking slightly up but below stress thresholds. Rate environment is the primary demand risk for 2026 H1.

    Source: Fannie Mae Single-Family Loan Performance Data · Q4 2025. Next update: Q1 2026 data expected May 2026.

    Federal Opportunities Recent construction bids

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    AI Pipeline Intelligence Score Cloudflare Workers AI · Daily
    Analyzing federal pipeline…
    30-Year Fixed Mortgage Rate Freddie Mac via FRED · Weekly
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    Current Rate
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    WoW Change

    FRED MORTGAGE30US. Weekly survey of lenders by Freddie Mac.

    Housing Starts Trend Census Bureau via FRED · Monthly SAAR
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    Total Starts (K)
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    Single-Family

    FRED HOUST (total) + HOUST1F (single-family). 24-month SAAR with 3-month moving average.

    Building Permit Trend U.S. Census Bureau · Monthly

    24-month history. Source: Census Bureau Building Permits Survey via FRED PERMIT series.

    Federal Construction Pipeline SAM.gov · NAICS 236–238 · Live
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    Active Pre-solicitations

    Active pre-solicitation notices for construction contracts. These represent committed federal demand 6–24 months forward.

    Top 5 States by Federal Pipeline Activity
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    Federal Infrastructure Pipeline USASpending.gov · No auth required
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    Obligated YTD

    NAICS 236–238 construction obligations since IIJA (Nov 2021). Top 10 states by award value.