National Housing Market Intelligence

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

The Light: The Apartment Industry

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 …

March 19, 2020: Housing Survival to Date

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 …

Building the Best Masterplans in the Business

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 …

California Solar Mandate Will Be a Non-Event

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. …

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 …