Issues, interviews, and insights into the U.S. housing market. Monthly takes on what’s happening in the housing market today, and what might be happening tomorrow. From the John Burns Research and Consulting (JBREC) team. The podcast is hosted by Dean Wehrli, Principal at JBREC. Dean manages residential and commercial real estate consulting assignments across the country and has deep knowledge of California’s Bay Area, Sacramento, and Central Valley markets as well as Northern Nevada. John B ...
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Episode 101: Housing at the Heart of Politics: A Deep Dive into Policies Shaping the Rental Market
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With an election days away, politics is top of mind for almost everyone. So, now seemed like a good time for the podcast to delve into the politics and policies that impact housing.David Howard is the CEO of the National Rental Home Council (NRHC), which advocates mainly for the single-family rental (SFR) sector. David walks us through the ins and …
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Episode 100: John Burns Reflects on Housing Cycles, Market Trends, and the Future of Real Estate
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To celebrate the 100th episode of the New Home Insights podcast, John Burns, founder and CEO of John Burns Research and Consulting, joins us. But it is not just John and me sipping a delicious IPA and commiserating. There is that, but this episode takes a 30,000-foot view of the long cycles of the housing market before delving into some current hot…
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Episode 99: Data-Driven Investment Strategies: Don Mullen on SFR, Tech, and Housing’s Future
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Diverse, tech-savvy, innovative—all fair when describing Pretium, one of the biggest real estate investment firms you may have heard of. Pretium has helped change how we invest in real estate. Pretium is impacting single-family rental (SFR), build-to-rent (BTR), fix and flip, mortgage originations, and even homebuilding through a menu of investment…
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Episode 98: Inside the Deal: M&A Insights with Rich Moriarty of Vestra Advisors
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Big builders seem to be getting bigger every year. Growth might have some drawbacks, but for the most part, it makes a builder strong. Think operational efficiency, expanding your pipeline, access to capital, depth of skills, and expertise. You can grow organically, but you can grow faster through a smart merger or acquisition.That’s where Rich Mor…
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Episode 97: Market Trends in Kitchen and Bath: A Deep Dive with NKBA’s Bill Darcy
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What will your kitchen and bathroom look like a year from now, two years from now, five years from now? That’s what Bill Darcy, Global President and CEO of the National Kitchen and Bath Association (NKBA), thinks about every day. This perspective provides Bill with a look under the hood of this sector, and he shares what he sees on this episode of …
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Episode 96: Leading Through Innovation: How Fortune Brands is Shaping the Future of Home
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One of the hardest things for a successful company is to stop doing what made it successful and start doing something that will stretch its success into the future. It is a risk and a cost, but it can be an investment if done right.So when Fortune Brands Innovations shed an iconic cabinetry brand, CEO Nick Fink had some anxious moments. But that de…
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Episode 95: Building Success: Doug Bauer and the Growth of Tri Pointe Homes
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41:54
To grow or not to grow is often the question for a homebuilder. For Doug Bauer, CEO and co-founder of Tri Pointe Homes, the answer has always been “grow.” In 2009, when Doug Bauer and his partners started Tri Pointe, growth was a huge risk. But they pulled it off, and now Tri Pointe Homes is one of the top public homebuilders in the nation with a f…
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Episode 94: Hillwood Communities and the Art and Science of Placemaking
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If you have anything to do with the housing market in Texas, you have heard of Hillwood Communities. If you are from elsewhere in the country and have not heard of Hillwood, here’s your chance. All across the great state of Texas, Hillwood is building some of the best-designed and most successful master-planned communities in the US. They have achi…
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Episode 93: Shifting Foundations: A Deep Dive into Demographics and Housing
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43:58
Demographics impact housing in a few massive foundational ways and a thousand small ways. Price, product, place—demographics help define them.On this episode of the New Home Insights Podcast, our guests are Chris Porter and Eric Finnigan, two leaders at John Burns Research and Consulting who live and breathe demographics and what they mean for hous…
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Episode 92: Building Up: Walton Global's Strategic Land Insights
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This episode of the New Home Insights Podcast delves into the intricacies of land banking, a crucial component of the real estate industry, with insights from Kate Kaminski, the COO of Walton Global. Kate shares her journey from the home building industry to her pivotal role at Walton, a company that has significantly influenced land banking in Nor…
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Episode 91: It’s the Spring Selling Season, So Why Are You Reading this Instead of Selling a Home?
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Every year, the housing sector eagerly awaits the spring selling season. With the holidays in the rearview and the weather warming, it’s time to buy. If you are a purist about seasonal starting dates, it is not technically spring yet, but don’t be that way.Jody Kahn and Dillan Krieg are surveying homebuilders monthly for John Burns Research and Con…
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Episode 90: Empire Communities' Marketing Insights: The Art of Selling Lifestyle
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“Lifestyle” is one of the hottest concepts in new home sales and marketing. At its core, it means designing homes that not only have a specific buyer in mind but a buyer who knows exactly what they want and where they want it. It relates to both community and home. Lifestyle is about offering the right rooms and features in a home and the right ame…
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Episode 89: Harnessing Brand Power: Taylor Morrison's Marketing Dexterity
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49:09
The concept of “brand” can be a bit vague. At its core, it is a service or product that some part of the public can identify as uniquely yours. It is what you do, what you provide. It sets you apart, and people want it. Think Apple and iPhones; think Lululemon and translucent leggings. Or think Google and mapping software that lets you know there’s…
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Episode 88: Swimming with Giants: Olson Homes' Strategic Approach in a Sea of Big Builders
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Scott Laurie and Olson Homes know that you have to be smart when you are one of the smaller fish swimming in the sea of big fish. You have to be nimble. You have to play the long game. You have to be omnivorous. You have to seek opportunity where others may not see it.Olson Homes is a Southern California builder with a laser focus on what they buil…
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Episode 87: What's Next for Building Products and Home Remodeling?
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The pandemic taught many lessons. In housing, one was that disruptions in the things we build homes with can, unsurprisingly, bring the industry to its knees. As 2023 draws to a close, we ask: Are we finally past all of that—the rising prices, broken supply chains, and interminable waits for everything from a garage door to window latches that forc…
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Episode 86: Value Adding—How Resale Will Survive a Changing Market
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The real estate broker is the conduit between most people and the biggest purchase of their life—a home. Mark McLaughlin led Pacific Union International, one of the best upmarket brokerages in California, and now is the Chief Real Estate Strategist for Compass, one of the best and biggest brokerages in the nation. He is not just a broker. As the ti…
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Episode 85: The Economy Deconstructed, One TikTok Video at a Time
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Do not call Kyla Scanlon a social media influencer. She is a social media educator.Through a swelling number of followers on YouTube, Instagram, and TikTok, Kyla has built a reputation as someone who can accessibly explain complex economic and financial concepts to a primarily Gen Z audience hungry to better understand the complex world around them…
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Episode 84: Evolving Age-Qualified Spaces: A Glimpse into Modern 55+ Communities
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Call us obsessed with the 55+ housing space, but we do follow the demographics. The 55+ space enjoys a population bulge that has at least another decade run to it. This has enticed many folks to dip a toe in the water, but fewer have taken the full-body plunge. Though it is fueled by the demographics, the 55+ space is filled with savvy buyers and e…
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Episode 83: How Meritage Homes Drew Up a New Blueprint for Success
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When Meritage Homes CEO Phillippe Lord took over the helm of one of the biggest home builders in America, he was almost immediately faced with an existential crisis. The COVID-19 pandemic was unlike anything in living memory. After ensuring everyone in the Meritage family was safe and stayed that way, Phillippe realized they would have to change to…
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Episode 82: How Long Will Home Builder Euphoria Last?
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With those low mortgage rate golden handcuffs keeping a huge chunk of the existing home market in cryogenic stasis, the new home sector has thrived. There is even a case to be made for continued good times even if resale listings begin to rise and mortgage rates remain elevated.There are certainly hurdles ahead, but our Director of Research and Man…
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Episode 81: Flipping the Script: A Deep Dive into Tech-Driven Real Estate Investment
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Stephanie Casper, the Chief Revenue Officer of Kiavi, joins our podcast to discuss how Kiavi is leveraging proprietary technology, in-house data models, machine learning models, and AI to make the process of borrowing money for the purposes of investing in residential real estate easier for their customers. Join us as Dean and Stephanie unpack the …
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Episode 80: Getting to 'Yes' on Housing through 'YIMBYism.'
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Planning officials fear them. Housing developers and builders loathe them. Ever present and hard to appease, they are the NIMBY—the “not in my backyard” anti-housing advocate. The stereotype of an angry, finger-wagging busybody always saying "no" to new housing may be an unfair stereotype, but their impact is real. Increasingly, though, there is an…
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Episode 79: Earth, Wind, and Fire: NileBuilt Homes Defy the Elements
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Could your home survive a spin on the surface of the sun? No? A NileBuilt home could (probably). That’s over 2,000 degrees Fahrenheit. That’s ghost pepper hot. That’s middle of a microwaved Hot Pocket hot. NileBuilt is a materials company taking a step into the production home world. The critical difference is NileBuilt uses a concrete material wit…
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Episode 78: A Master Class in Bathroom and Kitchen Design
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When homeowners are surveyed about which rooms are most critical to get right, the kitchen and the primary bath typically top the list. But that doesn’t make it easy. There is an ongoing battle between functionality and aesthetics, and the struggle to stay on top of trends is constant.Brian Juedes, National Vice President of Product Design at Taylo…
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Episode 77: Can ADUs Help 'Fix' Housing Affordability?
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Sean Roberts, CEO of Villa, joins our podcast to discuss what he's seeing in the ADU market and how his company is providing solutions for the current housing market shortage and affordability issue.De către John Burns Research and Consulting
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Episode 76: Opendoor and the Future of iBuying
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iBuying exploded onto the housing scene a few years ago with the potential to change how we buy and sell our homes. After Zillow and Redfin exited the sector, Opendoor now controls the lion’s share of the iBuyer market.As higher mortgage rates and the threat of economic slowdown have slowed housing in general, where do Opendoor and iBuying go from …
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Episode 75: How Many Homes Are Enough?
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Chris Porter, JBREC's own Chief Demographer and co-author of "Big Shifts Ahead", joins the podcast to discuss how long-term demographic trends are ultimately going to shape the demand for housing. Chris shares some insights and findings from our latest white paper, which is a deep-dive on how much the US housing market is undersupplied and what wou…
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Episode 74: New Home? We Will Get That Printed Right Away
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33:51
The New Home Insights podcast is always trying to define the future of housing. Market trends, design trends, economic trends. But what about how we actually build our homes? What once seemed like something for the far-off future is here now—3D-printed homes.Century Communities is a trailblazer in the emerging world of 3D-printed homes. Genji Nakat…
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Episode 73: Building the Perfect Place One Home at a Time
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Kris Maher, Senior Vice President of Design at Rancho Mission Viejo, heads up a “creative collective” that guides their master plan placemaking. Join us for some of the lessons Kris has taken to heart, and her thoughts on placemaking—not just next year, but ten years from now.De către John Burns Research and Consulting
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Episode 72: Is the Remodeling Boom about to Go Bust?
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Eric Finnigan of John Burns Real Estate Consulting is a thought leader in the remodeling space. Let Eric walk you through the basics, the nuances, the future, the economics, and even the demographics, of the remodeling world.De către John Burns Research and Consulting
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Episode 71: Can Arrived Homes Turn Small Investments into Big Bucks?
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Dean is joined by Ryan Frazier, co-founder and CEO of Arrived Homes, a company who is taking a unique angle in the world of single-family housing investments. Arrived Homes is focused on providing a seamless experience for small time investors who want to invest in real estate, but don't want all the operational hassle that may come along with it.…
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Episode 70: ESG: A Smarter Way to Invest
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You may not know what ESG is but you should. ESG is an investment strategy. It stands for Environmental, Social, and Governance.DuPont is one of the biggest companies in the world and they take ESG very seriously. To help us understand why and what that means, we have on the podcast two key people at DuPont, a bigger part of the housing sector than…
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Episode 69: The Great Age Reboot with Dr. Michael Roizen
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Dr. Michael Roizen joins our podcast to discuss some concepts from his new book, The Great Age Reboot: Cracking the Longevity Code for a Younger Tomorrow. Dr. Roizen presents his thesis around the human lifespan increasing, and what it means for the future of housing.De către John Burns Research and Consulting
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Episode 68: The Student Housing Sector Proves Its Resilience
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This episode features Fred Pierce, President and CEO of Pierce Education Properties (PEP), who discusses how his business helped pioneer the student housing sector. With an acquisition history of more than 27,000 acquired beds, PEP is a national leader in the business of student housing, ownership, operation, and development.…
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Episode 67: Is the Broken Housing Supply Chain Starting to Mend?
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For this episode of The New Home Insights podcast we talked to not one but two experts. Greg Brooks with the Executive Council on Construction Supply and our own Chris Beard at John Burns Real Estate Consulting both closely monitor the building products space. Greg and Chris joined us to share their insights on housing supply chain disruptions, wha…
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Episode 66: Renters Warehouse: Improving Efficiency and Transparency in Investment
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Transparency is one of the key value-adds Renters Warehouse offers its investors. In this week’s podcast Kevin Ortner, President and CEO of Renters Warehouse, shares how his company not only increases transparency to residential real estate investors but also increases efficiency in an industry that has historically lagged in technological advancem…
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Episode 65: Sheri Koones on What We Do with ADUs
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38:33
Matt Damon was onto something in the movie Downsizing. Housing shortages, sky high prices—what’s someone without Matt Damon’s crypto money to do? Maybe you go small. Before we resort to shrinking people and entire cities in order to save on costs, let us have a listen to this week’s episode with Sheri Koones. Sheri is a journalist and author of num…
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Episode 64: Buckling Our Seatbelts for an Interesting Ride: John Burns on Current Market Conditions
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The residential real estate market has been speeding uphill since mid 2019, with a speed bump in the Spring of 2020. As we near the peak, anticipation of what is on the other side anxiously awaits. When will we pass the peak? How steep is the grade going downhill? Are there guardrails? On this week’s podcast episode, John Burns, Founder and CEO of …
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Episode 63: The Feverishly Hot Apartment Market with Jay Parsons
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51:44
Apartment renters are not the only ones fighting hard for their place in the market. Multifamily investors also face fierce competition from other investors in this very competitive space. In this episode, we interviewed Jay Parsons, Vice President at RealPage, to learn more about what is fueling the piping-hot multifamily market.…
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Episode 62: How Berkadia Stacks Up in the BTR World
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Listen in on the third episode of our three-part series on build-to-rent (BTR) where Joel Kirstein, Managing Director at Berkadia, breaks down the capital world’s obsession with the BTR space.De către John Burns Research and Consulting
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Episode 61: Inspiring a New Way to Rent
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54:07
In our second of three BFR-related episodes, we are joined by Branden Lombardi, President of BB Living, who shares his inspiring life story and his insight on build-for-rent as an asset class.De către John Burns Research and Consulting
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Episode 60: In It for the Long Run: Mark Wolf on Build-to-Rent Communities
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46:47
Successful restaurants have great service, the right menu, and a long-term outlook. A good location also doesn’t hurt. Mark Wolf, CEO and founder of AHV Communities, has a similar mindset when executing successful build-to-rent (BTR) communities. Mark joins our podcast to discuss what it takes to execute a successful BTR community.…
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Episode 59: Steve Benson and (Land) Banking on the Future
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54:52
As the old adage goes, you can’t make more land. For home builders, anything that helps facilitate land deals is huge. That’s where Steve Benson and his team come in—they provide land banking services for builders. Steve is the CEO of Essential Housing, and on this podcast he walks us through the nuances of land banking, a booming method to get dea…
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Episode 58: How iBrokers Will Change How We Buy Homes
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48:19
You would not go to a second website to pay for your Amazon order, so why should you have to deal with multiple groups when purchasing a home? That is what inspired Court Cunningham to start Orchard. Orchard is providing next-level service by integrating almost the entire home buying process onto one platform. Learn how Orchard is innovating as an …
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Episode 57: Remaining Competitive in an Overly Competitive Market
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41:49
If there used to be a hot tub full of cash for build-for-rent (BFR) deals, now there is an Olympic-sized swimming pool. Demand for BFR development is at an all-time high. BFR developers can usually outbid their competitors for land. Mike Moser, CEO of Starwood Land Advisors, explains to us how his team strategically focuses their investment efforts…
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Episode 56: Jeff Adler on the Resilience of Real Estate
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The last 18 months or so have been the proverbial roller coaster for the real estate industry. COVID-19 wreaked havoc on the nation but unlocked tremendous latent demand, changed where and how people lived, and left dramatically rising prices in its wake. Jeff Adler, Vice President of Yardi Matrix, has a measure of the pulse of just about all real …
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Episode 55: Aligning Incentives for Affordable Housing
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37:16
Atticus LeBlanc joins our latest podcast to discuss how PadSplit acts as a creative solution to the affordable housing shortage.De către John Burns Research and Consulting
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Episode 54: Putting Aloe on the Burns of a Hot Market
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36:46
Today’s market trends move as fast as Allyson Felix in the Tokyo Olympics (well, maybe almost as fast). Thankfully, Jody Kahn, our Senior Vice President, surveys local home builders overseeing 15%–20% of national new home sales every month to keep a close eye on these fast-moving trends.De către John Burns Research and Consulting
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Episode 53: No Pain, Not as Much Gain
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41:52
In this podcast we speak with Mike Forsum, President and COO of Landsea Homes. We talk about the highs and lows of markets, what housing product are the toughest to execute, how they shifted strategies to meet new market needs, and what the future might hold. Additionally, Landsea went public recently, and Mike gives us an inside look at the perils…
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Episode 52: IPOs and Mergers & Acquisitions with Tony Avila
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38:35
We speak with Tony Avila, Co-Founder and Managing Principal of Encore Capital Management, about today’s M&A climate and what it takes to make a deal go smoothly.De către John Burns Research and Consulting
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