The Light

The Light: Home Buyers on the Move

As the world reopens, the Great American Move that we projected on May 8 has begun! The housing industry is benefiting from the movement, and below are some of the opportunities. . Buy Exurban Land The shift to staying home has given …

The Light: Renters Need Their Space

“Space” in home and community design has never been more important. People need space for health reasons, and people need space and privacy to work from home. Working from home will be a significant shift that stays with us for …

The Light: Tell Me a Story

Once upon a time, a pandemic known as COVID-19 wreaked havoc on the world. Real estate developers—the people who create the wonderful communities we live in and who employ hundreds of thousands of great people—successfully raised the money they needed …

The Light: Reinventing Community

Successful master-planned community developers are evolving their marketing messages to allow for more comfortable, socially distant interactions for future buyers, while they foster the sense of community that is special to their existing residents. These developers are also at the …

The Light: The Great American Move

As states, cities, and counties around the country slowly reopen, we predict The Great American Move. For safety reasons, financial prospects, life change improvements, personal comfort, and employment, we expect a surge in household and business relocations over the next …

The Light: Does It Take a Pandemic to Get Millennials to Buy?

After four weeks of plunging new home sales, transactions have roughly doubled in the last two. The jump in demand has largely been driven by Sharers (31–40-year-olds), a term we developed in our book Big Shifts Ahead to describe the …

The Light: Geographic Opportunities

While shelter-in-place is common among most markets, they each have very different housing market fundamentals. The key questions to ask for each market are: Demand: What will demand look like once shelter-in-place is removed? By price point and rent range? …

The Light: The Future of (Re)Development

Every Friday we will share two forward-thinking investment ideas. This week we are exploring the increased importance of thoughtful development and redevelopment in housing. The concepts of safety, security, and convenience will play an increasing role in where people want …

The Light: Opportunities Ahead

Every Friday, we will share two forward-thinking investment ideas. We are going to make this a separate email list going forward, so click here if you want to opt out. . Best geographic opportunities Prior to the pandemic, our demographer …

The Light: 5 Key Consumer Shifts

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 …