So few investors really look at an investment from the lens of their own expectations.

There's no foolproof way to tell, but if you've got a long enough lens and the area is doing well financially, you should be fine.The key to this gentrification was the development of San Francisco--as all those tech jobs moved to SF, housing prices really started going crazy and pushing the artists out.

I’m looking at it from a lens of a tenant since I’m not a landlord yet (have some flips going on now but that’s another discussion.)

I especially appreciate your analysis using CA as your lens!

Talking of putting my money where my mouth is, I own entry-level homebuilder stocks - LEN, TMHC, NVR.The yield hunting thing is not anything new - has been the case for last 8 years at this point.

It will be interesting to see how people react to these comments through the lens of history in 5 years, when people search for "female podcast guests" or "women podcast guests."

The math is literally all there is.A dozen people on this thread are trying to explain it to you, but you keep looking at it through this lens of "somehow I must be right."

My background is in international development, so I tend to look at communities from that lens.

When we tried to buy a duplex in Los Angeles with an unpermitted 3rd unit our lender would not lens to us unless it was vacated.  

Also, they broke the skylight lens when attempting to clean it...