Building Market Intelligence

We’ve identified 200 players driving the new hyper-data-driven, technology-fueled, and institutionally backed housing investor ecosystem. Almost none of these companies existed during the mid-2000s housing boom. Housing Investor Mania 2.0 Categories The following list is not 100% comprehensive given the …

Demand for single-family rental homes remains robust according to the Burns Single-Family Rent Index™. US single-family rents accelerated 3.8% YOY in September, roughly unchanged from August’s 3.9% YOY growth. The index tracks new leases across the 63 largest single-family rental …

Home builders are accustomed to taking risks. They buy land assuming the economy won’t crash, interest rates won’t skyrocket, and many other unknowns. As if home building wasn’t hard enough already, there’s a new risk: the QM (qualified mortgage) patch. …

Click here to view the video Our Director of Research, Rick Palacios, Jr., spoke with CNBC Nightly Business Report earlier this week. Rick explains that home builders pumped the brakes on new construction in February because: Builders are proceeding cautiously …

Twitter: @RickPalaciosJr We still hear two housing industry rules of thumb that make us cringe: 5% is still a great mortgage rate. Anything less than 6 months of supply is healthy. First of all, the mortgage payment is what matters, …

  Consulting leader Dean Wehrli volunteered to host our new podcast. You never know what to expect from Dean. Click here to subscribe to future episodes. For episode 2 of our New Home Insights Podcast, Dean talks with Rick Palacios …

The single-family rental (SFR) space has quickly quieted skeptics and scaled into an institutional asset class. Build-to-rent (B2R) is now playing an emerging role in the industry’s evolution. In less than a decade, Progress Residential, Tricon American Homes, Front Yard …

Twitter: @RickPalaciosJr I suppose we should thank the Census Bureau for publishing incorrect conclusions and footnoting a 19%+/- margin of error. However, it gives our clients heartburn. Our clients pay us to be right—not to be overly bullish or bearish. …

Twitter: @RickPalaciosJr Mortgage rates have risen 1.0% or more ten times in the last 43 years, with little impact on home sales and prices when the economy was also strong. Here is the paper we shared with our clients a …