Building Market Intelligence

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The Light: Shining Light on the Bubble Discussion

In 2013, we collaborated with our clients to identify ten quantitative and ten qualitative signs of a housing bubble. Each year, we review those signs to gauge where we are in the cycle. Today, eleven of the bubble signs are …

How We Modify Our Homes for Today’s Needs

Our homes are so much more than just the places where we live and cook and sleep. They are a representation of ourselves. In this podcast Liza Hausman, Vice President of Industry Marketing and Community at Houzz, provides far more …

The Light: Housing’s Future Leaders

In a time of so much uncertainty, we are grateful for our Housing’s Future Leaders. We designed this program as a learning and networking opportunity for the industry’s next generation of leaders, and since its inception, it’s grown to be so …

Single-Family Rental and Build-for-Rent—So Hot Right Now

Investors continue to ink deals in the single-family rental (SFR) and build-for-rent (BFR) space, despite a global pandemic. With already strong fundamentals (magnified by COVID-19), SFR and BFR show no signs of slowing. Investors have thrown billions of dollars of …

The Light: High Risk, High Reward

In our February client webinar, we noted the housing market has reached the “High Risk / High Reward” part of the cycle. As the market becomes more complicated we point out a few of today’s higher-risk elements, and offer some …

Where Has All the Land Gone?

Today’s housing market is piping hot, and people are asking two big questions: “Where can I buy more land?” and “How can we make more developable land?” Before you resort to creating islands off the coast of California, give this …

The Light: 200 Companies Revolutionizing Housing

We’ve identified 200 players driving a new hyper data-driven, technology-fueled, and institutionally backed housing investor ecosystem. Almost none of these companies existed during the mid-2000s housing boom and they’re without a doubt accelerating today’s housing recovery. The 200 companies we …

Investor Mania 2.0

We’ve identified 200 players driving the new hyper-data-driven, technology-fueled, and institutionally backed housing investor ecosystem. Almost none of these companies existed during the mid-2000s housing boom. Housing Investor Mania 2.0 Categories The following list is not 100% comprehensive given the …

The Light: Master-Planned Communities Lean into Health and Wellness

The once-prolific “resort lifestyle” is now a top focus for only 18% of developers we surveyed for our March Master-Planned Communities Trend Report. The newcomer appearing to take its place? Health and wellness, which is now second only to long-time frontrunner, Family Friendliness. …

The Light: Happy First Anniversary!

One year ago this week, we were in the early stages of the pandemic. We decided to focus our efforts on learning about the potential for change the situation might create, and we decided to write about it in a newsletter …