National Housing Market Intelligence

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

The Trends That Matter

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, …

Unique Perspectives from Taylor Morrison’s CEO

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 …

Home Building Less than Half of What It Used to Be

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, …

4 Suggestions to Reduce Mortgage Policy Risk

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. …

The Biggest Checkbook in Home Building

Bruce Flatt, the CEO of Brookfield Asset Management and the keynote speaker at our upcoming client conference in New York in November, has been very busy spending tens of billions of dollars transforming how Americans will live in the future. …

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 …