National Housing Market Intelligence

What today’s new home buyers are telling us Never before have so many Americans spent this much time in their homes, and—despite all the orders to stay inside—homes are still selling. Last week, we connected with more than 90 real …

The mission of John Burns Real Estate Consulting is “to help executives make informed housing industry investment decisions.” And despite the uncertainty in the global economy today, a recovery will be in our future. In this newsletter, we choose to …

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 …

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 …

On January 1, 2020, California became the first state to require solar panels on all new homes—what many are calling a “solar mandate.” What impact will this have on home building in California in 2020? By all accounts, not very much. …

Which trends will matter and which will not? One way we think about this is by looking at the adoption curve below. Which innovations will explode along the green line versus stagnate along the red line? In this podcast episode, …

Sheryl Palmer, the CEO of the sixth-largest home builder in the country, joined our podcast host Dean Wehrli for one of the most insightful interviews I have heard in a while. Sheryl shared her: Unique and very thoughtful view of …

14 years ago, construction in the top 10 markets totaled 394,000 single-family homes. Today, those markets are building 54% fewer homes! Note the huge difference in recovery. While Houston (#3 in 2005) and Dallas (#5 in 2005) have largely recovered, …

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. …