New Home Insights Podcast: Recent Episodes
John Burns Real Estate Consulting
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 Real Estate Consulting team.
The podcast is hosted by Dean Wehrli, Principal at John Burns Real Estate Consulting. 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 Burns Real Estate Consulting is an independent research provider and consulting firm focused on the housing industry. The company’s research subscribers receive the most accurate analysis possible to inform their macro investment decisions, and the company’s consulting clients receive specific property and portfolio investment advice designed to maximize profits. The team takes great pride in enabling the profitable development of the best places to live in the world.
The housing sector always seems to be in “crisis” mode when it comes to pricing. But now more than ever, there is no denying that affordability is the biggest hurdle to homeownership. Getting a key to a new home into the hands of a first-time buyer is everything to LGI Homes. It is a singular focus that has provided LGI with direction since its founding in 2003, as it has expanded from its Texas base into over 40 markets across the country.That focus comes from the top down in the form of Eric Lipar, LGI’s co-founder and current Chairman and CEO. Eric joined Dean for a chat on this episode of the New Home Insights podcast.
Wellness can mean different things to different people in different contexts. Is it a spa treatment with facial scrubs and sliced cucumbers? Is it someone in a rented lab coat on YouTube rapturing about cold plunges and cupping and the latest superfood? Is it rise-and-grind hustlers, holistic healers, biohackers, and keto carnivores?In housing, it is so much more, and Teri Slavik-Tsuyuki knows that. Teri has been planning innovative communities for a while now, both as a developer and a consultant running the show at tst ink. Wellness is a housing trend, but it is far from a fad. For Teri, it is something infused in a community, embedded in its DNA. It has a variety of aspects and a menu of solutions.Teri recently joined me for the New Home Insights podcast to talk about wellness and also how she views housing innovation.
A game for a looooong time (I tried not to do so many o’s that it would make Bob mad). During that time, Bob has been a part of some of the biggest mergers in the business and still is today. He sat down with me on the latest episode of the New Home Insights podcast to provide that big picture.
A note: this conversation was recorded on March 17, 2025, so any references to pending legislation reflect the state of the debate at that time.The debate over institutional ownership of single-family rental (SFR) homes has moved from industry trade publications to the floor of the U.S. Congress. A bill currently working its way through the legislative process would restrict large investors from buying additional SFR homes and require build-to-rent (BTR) communities to be sold off within seven years of completion.But what does the research actually say? Josh Coven, Assistant Professor of Real Estate at Baruch College's Zicklin School of Business, joined the New Home Insights Podcast to walk through his findings — and the data challenges some of the most widely held assumptions about institutional investors, housing prices, and rental supply.
Japanese firms have gone big on American housing. Sekisui House has been at the front of this line. The 65-year-old innovative Japanese builder has built a book of homebuilding brands that covers the country. Their most recent acquisition, Richmond American Homes, not only gave Sekisui a national footprint but also brought them David Viger, now the President and CEO of Sekisui House U.S.David Viger played football for both Bill Parcells and Bill Belichick, two of the most “demanding” (I’m being nice) coaches in NFL history. Now he works for Sekisui House. Sure, Sekisui once made him hold a ceramic panel with his bare hands while they scorched it with a blowtorch, but I bet he still feels like this is an upgrade.David joined us recently on The New Home Insights podcast to break down how Sekisui House U.S. is doing things differently.
The housing market pendulum has swung back toward buyers, and understanding what consumers truly want—and will pay for—has never been more critical for builders. In this episode of the New Home Insights Podcast, JBREC's Dean Wehrli sits down with Jenni Nichols, Vice President of Design, to explore where builders can push, where they can pull back, and where they absolutely cannot compromise.
It seems that affordability has suddenly become the word of the day in politics, but it has been at the top of the agenda in housing for a very long time. There will always be market space at the high end—but there will also always be a need to solve for new home prices that fit into the fat part of the bell curve. That is where Smith Douglas Homes lives. Smith Douglas CEO Greg Bennett recently joined us at the New Home Trends Summit for a live podcast. Greg offers his insights on building affordably by design, with an eye on the workforce families that form the backbone of American communities.
Back in the olden days (after those bikes with the one really big wheel and the one tiny wheel, but before TikTok), when we spoke about the rental market, we meant apartments. Sure, there were plenty of “mom and pop” rental homes, but no one thought about them, and no one was building new ones. But over the last decade-plus, build-to-rent (BTR) has emerged as an ever-growing part of our national housing solutions. As BTR has grown and evolved, NexMetro Communities has played a key role in these changes. On this episode of the New Home Insights podcast, CEO Josh Hartmann joins me to talk about NexMetro, its philosophy, what drives it, his view of the market, and his take on BTR and its competition.
In the new home world, we often divide builders into public and private. The idea is that the publics are the capital-rich, large-scale firms with a multi-regional presence that are gradually gobbling up market share from the smaller local private builders scattered throughout the country. But this ignores the “big privates”—homebuilders privately owned but with the size and resources to act like a “national.”David Weekley Homes is definitely a big private. The builder has spread from its Texas roots throughout the swath of the smile states (minus California, which hurts my feelings) and into the upper Midwest. On this episode of New Home Insights, Jay Brown, CEO, and Chris Weekley, President and Vice Chairman, walk us through David Weekley’s philosophy and strategy, expand on their expansion plans, and provide insight into how they view the market now and in the future.
If there are two things that fuel real estate development, they are land and money. Oh, and design. Three things that—wait, the type of housing is huge, too, so product is another fundamental. So there are four—okay, there are a whole bunch of critical elements to the successful development of real estate, but let’s stick with land and money. Having those two things is indispensable, and they are also what Rodney Montag of Bedrock Land Finance is best at.Rodney understands the American real estate land market as well as anyone, and, through Bedrock, can provide builders and developers with the capital to realize their dreams. So we sat down with Rodney on the latest episode of the New Home Insights podcast and talked about exactly those things.
There is no housing market; there are housing markets. We all know that, but all too often forget. Now, as mortgage rates and increasing supply challenge the for-sale sector, rental supply has tapered from its peak, and that sector is firming. Moreover, dynamics vary, often markedly, depending on geography. The nation is dotted with dozens of rental markets that sum to a whole, but each has a different story.On this podcast, Chris Nebenzahl and Zak Nyberg join Dean Wehrli to weave us through the rental market maze. Chris is JBREC’s Vice President of Rental Research, who keeps an eye on national trends. Zak is a Vice President of our consulting practice who has conducted rental feasibility work throughout the Sun Belt markets and up the Atlantic Seaboard. We cover supply and demand, rental trends, regional variations, amenities, the capital markets, and more in this episode.
If you’re going to be the “Something of Something,” it is not bad to be the Trader Joe’s of homebuilding. You are big but not too big. You’re known for high quality and attentive service, but instead of ringing a bell for someone who just bought a bottle of that delicious almond sparkling wine, you have a key ceremony for someone who just bought a brand-new house.Beazer Homes CEO Allan Merrill joins us on the latest New Home Insights podcast to take a deep dive into Beazer’s strategy in our ever-changing and always-challenging housing market.
Tariffs, inflation, interest rates, jobs. All are factors that massively impact the housing market. As head of economic research and forecasting at Renaissance Macro Research, Neil Dutta tracks currents and trends across the globe. On Bloomberg TV or in Business Insider, Neil always tells it like it is. He recently joined the New Home Insights podcast to do the same. In this episode, Neil Dutta touches on not just economic trends but also lays out how he sees the US economy playing out—and how that will impact the housing market.Note: This episode was recorded on June 12, 2025.
Every great story has an “inciting incident,” something that propels the protagonist into action. For Ryan Stroker, Founder and CEO of Avenue One, that moment came when he realized there was a gaping disconnect between institutional capital and a vast array of comparatively smaller homebuilders that could thrive with better access to big money. But Ryan had also cut his teeth in the single-family rental world. Ryan’s background in the capital markets and his attention to detail and data made him and Avenue One a natural fit to connect capital to local builders and single-family operators.
Placemaking is the art hiding within the banalities of residential development. It is the color on canvas that transforms square footage and dwelling units per acre into homes, and homes into communities.DMB Development has been making great places since 1984, and the company’s President and CEO, Brent Herrington, has been helping them do that for almost 40 years. Brent provides his take on the key ingredients in the best recipes for great placemaking, highlights some of the best of those places, and, as a bonus, chats about DMB’s partnership with Disney and the new Storyliving communities that are beginning to take shape.
Spring is a critical time of year for the housing market. The weather warms, foot traffic surges, and builders can bank sales. It is historically the height of the market, particularly in cooler climes. At JBREC, we constantly interact with new homebuilders, resale brokers, land brokers, building products folks, and other actors in the housing space to keep thumb and forefinger on the carotid artery of the housing market.Survey leaders Dillan Krieg, Cara Lavender, and Jody Kahn walk us through sales, incentives, buyers, strategies and tactics, what’s working and what’s not, and what headwinds have been heaviest in these unsettled times. And, as a special treat, we spend a little time with the legendary Jody Kahn, who shares some lessons learned from a storied career spanning almost forty years and still counting.
PulteGroup CEO Ryan Marshall brings clarity, candor, and—since it is in the name of the show—insight into the latest episode of the New Home Insights podcast. You can tell he is not eager to talk about himself, but Ryan has a great story to tell. He shares his humble upbringing and early life lessons before dishing the inside scoop on running one of the biggest homebuilders in the country.
The best ideas are the ones that seem obvious—“Why didn’t I think of that?” Sean Dobson saw the pile-up coming before the Great Financial Crisis (GFC) crashed the housing market. Sean and his company, Amherst, built a model to assess the true value of every home in America and bet right on what followed the GFC.Sean then had another great idea. Families who were foreclosed on were pushed out of the for-sale market but still needed a suitable place to live. So Sean pivoted to single-family rental (SFR) in the early days when there was still plenty of doubt from investors and market watchers.Today, Amherst is a diversified financial services company for some of the largest investor entities in the world; think pension funds, major endowments, foundations, and sovereign wealth funds. SFR remains a key focus. Sean shares his insights on the SFR market, housing supply and NIMBYism, housing affordability, off-site construction, and more. Here are some highlights from the latest New Home Insights podcast episode.
Most of us, even the CEO of a major homebuilder, don’t have a master plan for our lives. Sometimes, fate takes us to a place we never thought we would be. Sheryl Palmer’s journey started as a young advertising expert at McDonald’s, wound through homebuilder Del Webb, and eventually put her at Morrison Homes when it merged with Taylor Woodrow. Thirty days after that marriage in 2007, new builder Taylor Morrison asked her to take the reins. She hasn’t checked her rearview mirror since.Sheryl Palmer, Chairman and CEO of the sixth-largest homebuilder in the country by volume, joins us for this episode of New Home Insights.
Zillow is the unquestioned king of the existing home space, but it is not just about matching buyers with a resale. Zillow is big in the new home world as well. The company is partnering with homebuilders to empower them to reach potential buyers better, joining the melee for a buyer segment that often doesn’t realize they have other options.Qadra Evans is the Director of Industry Relations and Sales for New Construction at Zillow. Qadra helms Zillow’s efforts to help homebuilders use Zillow to expand their reach and put them on the radar of homebuyers who are not always reachable.Plus, we have some bold predictions for the 2025 housing market! Let’s review some highlights from my chat with Qadra on the latest episode of the New Home Insights podcast.
In April, the New Home Insights podcast looked at how the spring selling season was shaping up with some of our resident market experts, and you loved it. It was one of our most listened-to episodes. So, in this episode, we are joined by the JBREC survey team—Jody Kahn, Cara Lavender, and Dillan Krieg—to review 2024 and look forward to how the housing market is shaping up. They dig into a wide range of results from our monthly surveys of new homebuilders nationwide and distill that into an array of trends and insights.
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 outs of national, state, and local housing policies. We had a wide-ranging conversation primarily focused on the rental market, but we also touched on the for-sale world.
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 buttons—mortgage rates, affordability, public and private builders, and more.
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 choices. Pretium Founder and CEO Don Mullen has been the primary driver behind Pretium’s rapid growth. Don recently joined our CEO, John Burns, at our Rental Communities Summit, and our latest New Home Insights Podcast episode is the result.
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 Moriarty comes in. Rich has been in investment banking for 35 years, much of that at financial behemoth Citibank. He co-founded Vestra Advisors last year and hasn’t skipped a beat, quickly becoming a key player in the homebuilder public finance and mergers-and-acquisitions (M&A) space.Join us for the latest episode of the New Home Insights podcast, where Rich walks us through the nuts and bolts of M&A, the strategy, the market conditions, the outlook, and more.
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 The New Home Insights podcast.Please note that we recorded this podcast prior to the recently released 2Q24 KBMI report, in which K&B industry pros were slightly less bullish on 2024 growth. In the second quarter, the KBMI Index shifted down to 54 as firms lowered their expectations for near-term revenue growth.
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 decision and the ensuing journey have allowed Fortune Brands to expand their product offerings, providing a more diversified imprint on our homes. They made a strategic decision to focus on what they did best and play in the parts of the home market that they believed had the best prospects.In this episode of The New Home Insights podcast, Nick joined me to talk about that evolution and his journey and share insights about Fortune Brands’ strategies, goals, values, and core commitment to technology and data.
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 footprint across the country.On this episode of the New Home Insights podcast, Doug Bauer shares some highlights of Tri Pointe’s growth over the years.
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 achieved this with expert placemaking, which Hillwood defines this way: "We create places where relationships with neighbors evolve into friendships and those friendships begin to feel like family." On this episode of the New Home Insights podcast, our guest is Fred Balda, the president of Hillwood Communities. Fred has guided Hillwood Communities for over three decades and he shares his approach, outlook, and take on all things master plan. He and Hillwood have a track record that says you should listen.
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 housing.
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 North America since its shift from Canada to the US in 2006. Walton Global, a family-owned enterprise for over 45 years, specializes in land asset and investment management, focusing on raising capital globally to invest in various land assets, primarily in the southern United States.
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 Consulting. They keep tabs on the housing market nationwide and at a granular level. We chatted with both of them on the latest episode of the New Home Insights podcast, so tune in for some spring selling season insights.
“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 amenities—schools, retail, parks—in a community. It is your identity wrapped up in your home and your neighborhood.Building on our sales and marketing focus from our previous episode of the New Home Insights podcast with Stephanie McCarty of Taylor Morrison Homes, we chat with Caroline Simmel, Senior Vice President of Sales and Marketing for Empire Communities’ Georgia and Tennessee region. Caroline and her colleagues are all about lifestyle, but she also discusses trends and preferences, processes and methods with us.
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 a Starbucks on the street where you are about to turn right. (Hey, Google, there is always a Starbucks at the corner. You’re not helping.)Taylor Morrison is one of the biggest home builders in the nation. A few years ago, they wanted to refine their brand. Stephanie McCarty is Taylor Morrison’s Chief Marketing and Communications Officer. CEO Sheryl Palmer tapped Stephanie a few years ago to refine and modernize the builder’s brand. Stephanie’s mission is to ensure home shoppers know what they can expect when considering a Taylor Morrison home. On this episode of the New Home Insights podcast, I talk brand with Stephanie, and tons more. We get into buyer segments and market niches, media usage and strategies, data analytics and market research, and online and in-person sales strategies.
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 build best and where they will sell best. However, the lessons learned from Scott’s experience as a small builder are universal.
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 forced builders to wait weeks to sell a home that was otherwise ready to go? Can we finally stop using the phrase “post-pandemic” and just move on?Matt Saunders, JBREC’s Senior Vice President of Building Products, lives, eats, and breathes this world. On the latest episode of the New Home Insights podcast, he joins me to walk us through the latest in building products and trends in remodeling and discuss the future of these spaces.
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 title implies, he is a strategic and visionary thinker who views the brokerage world from far above. On the latest episode of the New Home Insights podcast, Mark takes us through some key questions facing the brokerage community now and in the future.
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.That sounds like the kind of person we want on the New Home Insights podcast. Kyla thought so too, so tune into this episode.
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 ever-changing wants and needs. This is definitely one of those “you need to do it right or don’t do it at all” things. It's the definition of high risk but high reward.Deborah Blake, Founder and Principal of The Ipsum Group, has been doing it right for a long time. From Sun City to Solera and beyond, Deborah has been in the trenches of age-qualified communities. She joins the podcast to discuss the kinds of homes you should build, what you should include in them, the amenities, the marketing, and the consumer. If you want to learn the tricks of the trade in this tricky housing space, spend the next hour with Deborah Blake.
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 navigate this new world. Not only would they need to change due to the current crisis, but they would need to embrace permanent change and ingrained flexibility as the surest way to manage long-term success.Phillippe joins New Home Insights podcast host Dean Wehrli on the latest episode.
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 Managing Principal, Rick Palacios Jr., makes the case for continued new home resilience on the latest episode of the New Home Insights podcast.
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 current dynamics of the 'fix and flip' market and the single-family rental sector. This is a must-listen for anyone interested in the intersection of technology and real estate investment.
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 alternative seeking to move the needle in the opposite direction. Counter to the NIMBY crowd is the “yes in my backyard” crowd, better known as the YIMBYs.
On this episode of the New Home Insights podcast, we meet one. Laura Foote is the Executive Director of YIMBY Action. With her help, we explore this movement and its strategies, failures, and successes.
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 with a hyper-insulating core to build its homes. This makes their homes fire resistant, efficient, quiet, and cool. We thought that sounded interesting, so we talked with Scott Long, the cofounder and CEO of NileBuilt, on this episode of the New Home Insights podcast.
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 Taylor Morrison, fights this battle every day. If there are trade-offs to be made that impact the desirability of your home, you had better make the right ones. Brian has done the hard work so now, after listening to this New Home Insights podcast episode, you won’t have to.
Sean Roberts, CEO of Villa Homes, 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.
iBuying exploded onto the housing scene a few years ago with the potential to change how we buy and sell our homes. After the exits of Zillow and Redfin from the sector, Opendoor 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 does Opendoor and iBuying go from here? How will Opendoor adapt to changing market forces? Will they try new tactics, develop new strategies? What will they do more of or less of? And how will Opendoor interact with other major market players such as new home builders?On this episode of New Home Insights, Dean Wehrli talks with Alex Toth and Derek Schairer, who manage Opendoor’s homebuilder program, about how Opendoor plans to not only survive, but thrive as they evolve.Note: This episode was recorded on February 16, 2023
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 would be a reasonable amount of construction to bring the US into balance.
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 Nakata, Executive Vice President of National Operations at Century Communities, helped us explore this world in the latest episode of New Home Insights.
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.
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.
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.
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 you might think. Alan Hubbell leads DuPont’s Performance Building Solutions residential marketing team, and Shawn Hunter is DuPont’s leader of sustainable solutions for their building and construction business unit.
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.
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.
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, what’s happening right now, and what might the future hold.
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 advancements.
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 numerous books related to smaller living. In this podcast episode, she explains what accessory dwelling units (ADUs) are and why they have increased in popularity in tandem with the small home movement.
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 John Burns Real Estate Consulting, gives us his take on today’s housing market and what our team believes is the most likely scenario going forward.
Note: Recorded on May 31, 2022
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.
Listen in on the third episode of our three-part series on build-for-rent (BFR) where Joel Kirstein, Managing Director at Berkadia, breaks down the capital world’s obsession with the BFR space.
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.
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-for-rent (BFR) communities. Mark joins our podcast to discuss what it takes to execute a successful BFR community.
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 deals done.
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 “iBroker” (a term cleverly coined by our host Dean Wehrli) by checking out this episode.
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 in the BFR and equally competitive general residential development world.
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 estate sectors (retail, office, self-storage, but especially apartments and build-for-rent).
Atticus LeBlanc joins our latest podcast to discuss how PadSplit acts as a creative solution to the affordable housing shortage.
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.
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 and promise of that decision.
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.
We chat with Jamie Siminoff, inventor of Ring, and Eric Feder, Managing General Partner of LENx (Lennar’s innovation and venture capital investing arm), about the benefits of integrating technology in the home.
Truly the jack of all trades, Barry Habib has done everything from producing a Broadway show to acting, singing, and being one of the brightest minds in real estate—particularly when it comes to the mortgage sector. In this podcast, Barry Habib of MBS Highway explains the inner workings of the mortgage market
Kirsten Jordan, the newest—and first female—cast member of Million Dollar Listing New York, gives us a glimpse into the luxury real estate market.
Our homes are so much more than just the places where we live and cook and sleep. They are a representation of ourselves. In this podcast Liza Hausman, Vice President of Industry Marketing and Community at Houzz, provides far more than a glimpse at today’s hottest topics in home design and décor.
Greg Vogel, founder and CEO of Land Advisors, gives us a rundown on today’s hottest topics related to land.
In this two-part podcast, we find out what makes the top master plans tick and what trends they picked up on that will be shaping the new home market ahead.
In part two we talked to:
-Colleen Edwards, Marketing Director at River Islands -Laura Cole, Senior Vice President at Lakewood Ranch -Christen Johnson, Senior Vice President of Marketing at Johnson Development
In this two-part podcast, we find out what makes the top master plans tick and what trends they picked up on that will be shaping the new home market ahead.
In part one we talked to:
-Cameron Jackson, Director of Marketing at Daybreak Communities -Caitlyn Lai-Valenti, Senior Director of Sales and Marketing at Brookfield Residential -Peter Dennehy, Vice President of Customer and Market Research at Newland
Jenni Lantz and Mikaela Sharp of the New Home Trends Institute join host Dean Wehrli to give us a comprehensive overview of ongoing and future home and design trends.
Today’s headlines are filled with stories of record home price appreciation and surging housing demand. But housing, of course, is notorious for its cycles. Though we are riding a tremendous wave, there are always risks ahead we should consider. One the sharpest minds in the industry is constantly assessing these risks, in between notes on her favorite gas station Chardonnay. In this episode, we talk with Melissa Abel of Texas Capital Bank. She provides insights on some of the things that keep her up at night—and how we might solve them.
The kitchen is widely seen as the heart of a home. It is the place where families begin and end their days together and where hosts entertain their guests. If you want to know more about how this critical space is evolving, you need to listen to our latest podcast where Dan Clements and Jessica McConnell of Whirlpool joined us at our recent New Home Trends Institute Design Summit.
Since we recorded this prior to the pandemic, stay tuned for the post-COVID follow-up with Dan which begins around the 22 minute mark.
John Burns Real Estate Consulting's own Senior Vice President, Jody Kahn, and Senior Manager, Devyn Bachman, take us on a quick history trip from the pre-COVID past to the up-to-the-minute present. They trace a market that went from boom to bust to a bigger boom.
In this podcast, Minto Communities' President of Latitude Margaritaville Bill Bullock will inspire you to think outside the box to partner with an iconic brand. Minto’s partnership with Jimmy Buffett has resulted in roughly 400 home sales per year each of the last two years in Daytona Beach—the second highest number of sales for a single-builder master plan in the country.
Jordan Broggi, Vice President of Finance (Merchandising) at The Home Depot, shares what the company has learned from their recent 23% surge in revenue.
Steve Hilton, CEO of Meritage Homes, shares his thoughts on the cultural transition he went through, the ups and downs of 2020, and the strategic importance of Meritage’s pioneering investments in energy efficiency.
Dean Wehrli and Greg West, CEO of ZOM Living, discuss short-term and long-term trends in the apartment market.
Jason Keller, Oaktree Capital's Managing Director in charge of residential investments, shares his thoughts on high yield investing in 2020.
Bill Ramsey, a Denver-based architect at KTGY, shares how COVID-19 is changing what we want from our homes and which of these changes might outlast the pandemic.
In this podcast, Jim Van Kirk discusses how several technology investments enabled Smith Douglas Homes to achieve their best sales week ever in the one ending May 3, 2020. The company sells 1500+ affordably priced homes per year throughout the Southeast.
In this podcast, Emile Haddad, CEO of publicly traded land developer FivePoint Holdings, describes how these experiences as well as bankruptcies at two prior employers, helped him prepare for the next black swan event—and helps him guide his team through these difficult times.
Dean Wehrli interviews Zach Williams from the digital marketing agency Venveo to learn what strategies are working best today during the COVID-19 crisis.
John Burns and Dean Wehrli recorded this podcast episode on March 19, 2020, right after our second weekly client webinar amidst the Covid-19 crisis. They discussed some of our market conclusions to date and our best estimate of some of the changes we believe will occur.
If you want to know what makes a great master-planned community, you need to listen to Bob McLeod of Newland, one of the biggest and best master developers in the nation. Bringing 50 years of experience and having sold tens of thousands of homes, Bob shares some of his priceless lessons learned.
In this podcast, Nino Sitchinava shares an update on design trends, all backed by the qualitative and quantitative research done by her team at Houzz.
Susan Yashinsky, VP Innovation Trends at Sphere Trending, helps us separate the trends that will go nowhere from the trends that will dominate the future.
Sheryl Palmer, the CEO of the sixth-largest home builder in the country, joined our podcast to share her unique view of the housing cycle and her company's thoughtful approach to consumer research.
In this podcast, our host Dean Wehrli talks “gamer estates” with architect Eric Zuziak, partner and president of JZMK Partners, to learn more about how his firm is using VR and AR.
In this podcast, Adrian Foley, Brookfield Residential’s president and COO (or “Brookfield’s hero” as podcast host Dean Wehrli calls him) shares Brookfield’s very thoughtful view on how America will live in the future.
Despite the fact that the mortgage pays for about 90% of all housing revenue for every participant in the housing industry, we rarely see industry executives at mortgage conferences. So we are bringing the intelligence to you in this podcast. We don’t know anyone more knowledgeable on the mortgage market than Doug Duncan, Fannie Mae’s leader of the 35-person Economic and Strategic Research Group.
Lisa Parrish, who has led the industry’s design awards judging for the last 30 years (along with her husband and her father), provides a wealth of information in this podcast. At this year’s Gold Nuggets Awards show alone, she reviewed more than 600 applications in 49 categories.
John Burns explains why he believes new home sales and construction have “run out of steam,” at levels many deem to be too low. Dean and John also discuss successful pivots some companies have made this cycle.
Dan Parolek from Opticos Design shares his insight on a term he coined, "missing middle housing," which he defines to be the range of housing types between or in the middle of detached single-family homes and mid-rise buildings.
Dean Wehrli interviews Offerpad co-founder Jerry Coleman to understand why the new, highly disruptive home-selling option known as iBuyers (instant buyers) has emerged so quickly.
Lesley Deutch and Ken Perlman join host Dean Wehrli to discuss the huge shifts occurring in the rental market.
The 2019 spring selling season is here. Enjoy Jody Kahn, Devyn Bachman, and host Dean Wehrli as they bring you the most insightful clarity on new home sales you will find anywhere. For those of you who are not clients, enjoy this taste of what our clients receive all year long.
Disclaimer: This episode was recorded in April 2019.
Two self-described “Designistas,” Megan Eltringham from The New Home Company and Matt Sauls from Pardee Homes (TRI Pointe Group) share their thoughts on the payoff for spending the time and money to design great homes.
In this episode of our podcast Will Duderstadt, VP of Digital Marketing at M/I Homes, brings clarity to effective digital marketing strategies.
In this podcast, our consulting leaders Dean Wehrli, Lesley Deutch, and Pete Reeb provide tremendous insight on the rising incentives required to sell a home today.
In our latest podcast episode, Sidney Pell shares what Baby Boomer execs need to change to sell and rent more home homes to Millennials.
The home building industry is rapidly changing in some very exciting ways. In part two of our CR Herro interview, we discuss the new technologies that are allowing homes to be built better than ever and the adoption of smart home technology.
In our latest episode, CR Herro the Vice President of Innovation at Meritage Homes, articulates changes coming to the new home industry. In part one of a two part series, Dean and CR discuss the impact of building energy efficient homes.
Margaret Whelan, an industry investment banker who has successfully raised money for several innovative housing companies, explains why this time is going to be different with respect to off-site construction.
Dallas Tanner, the Chief Executive Officer who co-founded Invitation Homes in 2012 and has grown it to be the landlord for more than 80,000 rental homes across the United States, shares with us the future of rental homes.
In episode 9 of our podcast, Dean discusses the state of smart home technology with Todd Tomalak, Senior Vice President at John Burns Real Estate Consulting.
In episode 8 of our podcast, Dean Wehrli interviews Alaina Money, the CEO and Founder of Garman Homes, about her journey into her leadership role within the housing industry.
In episode 7 of our podcast, Dean Wehrli interviews Consulting Principal, Ken Perlman, about the most successful amenity trends he is seeing around the country.
In episode 6 of our podcast, Dean Wehrli interviews one of our Consumer Insights leaders, Steve Burch, about changing community amenities.
In episode 5 of our podcast, consulting leader Dean Wehrli interviews John Burns regarding the 4-5-6 Rule for demographic-based decision making, which is Chapter 3 in the book Big Shifts Ahead.
For episode 4 of our New Home Insights Podcast, Dean talks with our Chief Demographer Chris Porter on the concept of surban™.
For episode 3 of our New Home Insights Podcast, Dean talks with three millennials from John Burns Real Estate Consulting on their generation’s perception of the housing market.
For episode 2 of our New Home Insights Podcast, Dean talks with Rick Palacios Jr., our Director of Research, on the quickly evolving single-family rental (SFR) industry.
To start us off we have John Burns in to tell us where housing is heading over the next couple of years. We talk about some key factors that will impact the cycle near term and some strategies to ride the wave instead of being pulled under.