Ongoing Insights

White Papers

Our white papers tackle relevant issues that deserve in-depth study. Below are some important topics we have covered:

Investor Activity Snapshot (August 2015)

Investigates how investor activity shifted through the economic recovery.

California’s Worst Drought (April 2015)

Explores the impact of California’s drought on California’s housing market.

Student Debt and Delayed Homeownership (September 2014)

Examines the effects of student loans on housing transaction volume.


  • Boomerang Buyers: A Boost to 2014 Housing Demand (January 2014)
  • Foreign Money on the Move (December 2013)
  • Easing Distress on the Horizon (November 2013)
  • The Impact of Rising Mortgage Rates on the Housing Market (July 2013)
  • Mind the Gap: Construction Delays & Implications for Building Product Sector in 2013 (January 2013)
  • Renting REO to Stabilize Housing (September 2011)
  • The Road to Recovery: Excess Vacancy and Pent-Up Household Growth (May 2011)
  • Mortgage Interest Deduction: Positives and Negatives for Housing (February 2011)
  • Only the Shadow Knows: A Shadow Inventory of Distressed Homes Will Eventually Be Sold; What Will Happen to Home Prices? (February 2010)
  • Unlocking the Housing Market Recovery (December 2008)

Truth in Housing

We regularly e-mail our clients a note called Truth in Housing. We include non-confidential information we may discover in our “channel checks,” in the field, or through our industry contacts. We also share our views on industry changes, such as pending legislation.

Public Builder Call Summaries

We summarize key performance statistics and market insight from public builders’ quarterly earnings conference calls including:

  • Orders, Community Counts, Closings, and Absorptions
  • Pricing, Backlog, and Cancellations
  • Builder Guidance and Market-Specific Commentary
  • Public Builder Market Share and M&A Transactions
  • Land Heavy vs. Land Light Builders

Additionally, each builder’s call and performance is summarized in a two-page document and posted to client’s web portals within a week of the earnings call date.

Click here to download the Public Builder Call Summaries Brochure