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 Burns…
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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…
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…
Homebuilder mergers and acquisitions (M&A) seem to slide into the zeitgeist now and then, catching our attention and making us wonder what happens next. M&A is having a moment now. From the rush of big Japanese operators into America to American builders partnering with their brethren to make them stronger, M&A is in the headlines. But sometimes it’s useful to step back and see the big picture.…
Has Housing’s Spring Forward Stalled this Year? by John Burns Research and Consulting
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…
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…
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…
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…
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…
