National Housing Market Intelligence

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

The Light: Some Visibility on the Window Shortage (Pun Intended)

We identified 43 announcements totaling more than $30 billion in capital (see infographic below) that are targeting US rental housing.

The Light: Over $30 Billion in Capital Is Chasing 35-Year High in Single-Family Rent Growth

We identified 43 announcements totaling more than $30 billion in capital (see infographic below) that are targeting US rental housing.

The Light: Build-for-Rent Tenant Preferences

We now have concrete data to back some of the multi-million dollar decisions that single-family rental developers make. For each of the following categories, there are things you should spend more on, and things that matter less: Pet decisions Materials …

The Light: Inflation Is Good for Homeowners and Landlords

Inflation can present challenges, but it also presents opportunities, especially with two unique situations that are occurring today. It has been more almost 40 years since we have seen widespread inflation. Inflation is great for homeowners For homeowners today, as …

Jeff Adler on the Resilience of Real Estate

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 …

The Light: Good Times Keep Rolling for Top Single-Family Rental Markets

The single-family rental (SFR) sector continues to impress in 2021, with new lease effective single-family rents exceeding double digits in many of the largest single-family rental markets.  Major differences by market In the last year, rents have fallen -1% in …

Aligning Incentives for Affordable Housing

There is no arguing homelessness is a widespread issue. It is not limited to just urban markets, nor is it limited to those we see on the streets. Homelessness affects the workforce: our teachers and paramedics, our servers and service …

We May Not See Runaway Inflation, but Don’t Discount the Impact of Rising Prices

Firms and consumers are worried about inflation due to the unprecedented increase in the money supply over the last year. The Federal Reserve and most Biden administration officials are attempting to assuage fears of runaway inflation by referring to the …

Putting Aloe on the Burns of a Hot Market

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 …

More Supply Is on the Way

Over the next 24 months, expect home construction to boom as the number of communities will start growing again after a significant decline that has lasted more than 21 months now. Both for-sale and for-rent home builders have been on …