National Housing Market Intelligence

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

The Light: Your Kids Live at Home Too

As of August 6, 17 of the 20 largest school districts in the country are pursuing remote learning only as their back-to-school instructional model, affecting over 4.0 million students (EdWeek¹). This means that homes which had been functioning as office …

A Great Time to Be Delivering the American Dream

Steve Hilton, the CEO and founder of the 7th-largest home builder in country, flipped luxury home builder Meritage Homes upside down a few years ago, turning them into one of the largest entry-level spec builders in the country. That spec …

The Light: Market Opportunities

Despite the tremendous economic distress caused by COVID-19, our clients continue to find strong renter and home buyer demand for newly built homes across the country. This week we highlight the markets and real estate segments where we are consulting …

The Light: Remember the Healthy Amenities

So much of today’s dialogue about housing relates to making the home a place of comfort and safety. The same is true for the community. As we continue to assess master plans across the country, we’ve noted the amenities that …

The Light: Retail—Reimagine, Reuse, and Recycle

The devastation wrought by retail closures will bring opportunities for redevelopment. Our consulting group was already considering new, residential options for dated retail spaces, which often feature desirable locations, close to employment, transportation, and services. Historically low mortgage rates will …

The Light: Giving Back

Each week we strive to find new opportunities in the housing industry. In this edition of the Light, we choose to highlight instances of “inspirational wins,” when, against the backdrop of challenging circumstances, people demonstrate what is most important. Our friends …

The Light: The New American Home Buyer

New home construction is perhaps the brightest spot in the economy right now. Thanks to The Great American Move, low mortgage rates, and a hyperawareness about living environment, new home sales in June exceeded those in the same month last year …

The Light: Celebrating the American Home

As we celebrate our country this weekend, we consider and appreciate our role in helping our clients create and finance highly desirable and inspirational places to live. Now, perhaps more than ever, the home is playing an important part in …

Investing All over the Place and All the Time

Jason Keller, Oaktree Capital’s Managing Director in charge of residential investments, shares his thoughts on high-yield investing in 2020. Host Dean Wehrli asked some of the best questions I have ever heard him ask. Jason has the advantage of working …

The Light: The Fourth Tee

It has been 15 weeks since stay-at-home orders were issued in most parts of the country. The housing market remains on solid footing, helped in part by some of the most substantial government intervention in history. So where are we …