National Housing Market Intelligence

Here you will find all of our articles with topics that cover the national housing market.

Local Affordability Issues Might Surprise You

We all know that New York is more expensive than Texas and that relocating home buyers can get more for their money in the South. However, for local housing industry executives, what matters is how expensive each market is in …

Mortgage Market Education

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. …

Only 54% of Americans Can Afford a Home

In the 130 metro areas we analyzed, only 54% of Americans can afford a home priced 20% below the median home price in their area—a reasonable proxy for an entry-level home1. The recent plunge in mortgage rates to 3.7% from …

Shifts in Home Design and Material Demand

Rapidly changing technologies and new home designs have surprised some industry executives. Designs That Shift Building Material Demand Rapidly changing new home designs have surprised building product company executives who have not been speaking directly with the home building community. …

The Great Price Deceleration

Price appreciation has slowed across every major housing market, in what we are coining the Great Price Deceleration. Note: This chart shows the difference in YOY price appreciation for each market today compared to one year ago. For instance, San …

Housing Roundup for Building Product Execs

In this 12-minute podcast interview, John Burns shares some of our research findings that our building product clients receive regularly. The new normal is 1.4–1.5 million annual US housing starts because of: . Overbuilding. We are still recovering from the massive …

Successful Pivots as the Housing Market Runs Out of Steam

In this podcast, I explain why I believe new home sales and construction have “run out of steam,” at levels many deem to be too low. What’s different this time from prior cycles includes: Banks – Two banking regulation laws …

Majority of Homeowners and Renters Benefiting from the Tax Cuts and Jobs Act

We believe that the Tax Cuts and Jobs Act (TCJA) will likely impact housing as follows: More entry-level home buying in most areas of the country Higher rents, since tenants now have more disposable income Acceleration in Southern migration We ran …

Don’t Miss the Middle

In this podcast, 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 …

2019 Outlook in 6 Minutes (or a Few Quotes)

    John sat down for six minutes with The Real Estate Guys earlier this year and shared some of our outlook for 2019. Here is the audio excerpt, and below are a few quotes: No construction growth. “[I am] highly confident …