The Premier Podcast for Insights on the US Housing Market
Issues, interviews, and insights into the U.S. housing market. Monthly takes on what’s happening in the housing market today, and what might be happening tomorrow. From the John Burns Real Estate Consulting team.
Meet the Host
Dean Wehrli, Principal, John Burns Real Estate Consulting
Dean manages residential and commercial real estate consulting assignments across the country and has deep knowledge of California’s Bay Area, Sacramento, and Central Valley markets as well as Northern Nevada. Dean specializes in aggregating housing market trends and conducting primary research, including consumer research, to recommend the product segmentation that will maximize price and absorption for specific target buyer profiles.
Before joining John Burns Real Estate Consulting in 2010, Dean managed market research consulting assignments for 11 years at several national housing market research firms.
Dean has a Ph.D. from the University of California, Los Angeles and a B.A. in Political Science from Cal State Fullerton, and works in our Sacramento office.
Dean plays basketball when not injured, writes novels and screenplays, and almost always wins at Trivial Pursuit. Almost.
Email | (916) 647-3263
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Dean is joined by Ryan Frazier, co-founder and CEO of Arrived Homes, a company who is taking a unique angle in the world of single-family housing investments. Arrived Homes is focused on providing a seamless experience for small time investors who want to invest in real estate, but don’t want all the operational hassle that may come along with it.
DuPont is one of the biggest companies in the world and they take ESG very seriously. To help us understand why and what that means, we have on the podcast two key people at DuPont, a bigger part of the housing sector than you might think. Alan Hubbell leads DuPont’s Performance Building Solutions residential marketing team, and Shawn Hunter is DuPont’s leader of sustainable solutions for their building and construction business unit. of housing.
Dr. Michael Roizen joins our podcast to discuss some concepts from his new book, The Great Age Reboot: Cracking the Longevity Code for a Younger Tomorrow. Dr. Roizen presents his thesis around the human lifespan increasing, and what it means for the future of housing.
This episode features Fred Pierce, President and CEO of Pierce Education Properties (PEP), who discusses how his business helped pioneer the student housing sector. With an acquisition history of more than 27,000 acquired beds, PEP is a national leader in the business of student housing, ownership, operation, and development.
For this episode of The New Home Insights podcast we talked to not one but two experts. Greg Brooks with the Executive Council on Construction Supply and our own Chris Beard at John Burns Real Estate Consulting both closely monitor the building products space. Greg and Chris joined us to share their insights on housing supply chain disruptions, what’s happening right now, and what might the future hold.
Have you seen more open kitchens in restaurants these days? This increased transparency allows diners to see exactly what their food is “infused” with, plus they might get to see Gordon Ramsey scream at people. Transparency is one of the key value-adds Renters Warehouse offers its investors. In this week’s podcast Kevin Ortner, President and CEO of Renters Warehouse, shares how his company not only increases transparency to residential real estate investors but also increases efficiency in an industry that has historically lagged in technological advancements.
Matt Damon was onto something in the movie Downsizing. Housing shortages, sky high prices—what’s someone without Matt Damon’s crypto money to do? Maybe you go small. Before we resort to shrinking people and entire cities in order to save on costs, let us have a listen to this week’s episode with Sheri Koones. Sheri is a journalist and author of numerous books related to smaller living. In this podcast episode, she explains what accessory dwelling units (ADUs) are and why they have increased in popularity in tandem with the small home movement.
The residential real estate market has been speeding uphill since mid 2019, with a speed bump in the Spring of 2020. As we near the peak, anticipation of what is on the other side anxiously awaits. When will we pass the peak? How steep is the grade going downhill? Are there guardrails? On this week’s podcast episode, John Burns, Founder and CEO of John Burns Real Estate Consulting, gives us his take on today’s housing market and what our team believes is the most likely scenario going forward.
Apartment renters are not the only ones fighting hard for their place in the market. Multifamily investors also face fierce competition from other investors in this very competitive space. In this episode, we interviewed Jay Parsons, Vice President at RealPage, to learn more about what is fueling the piping-hot multifamily market.
A Black Friday level of frenzy is currently taking place in the world of BFR financing. Listen in on the third episode of our three-part series on build-for-rent (BFR) where Joel Kirstein, Managing Director at Berkadia, breaks down the capital world’s obsession with the BFR space.
In the second episode of our three-part series on build-for-rent (BFR), Branden Lombardi, President of BB Living, joins us to share how his company has branded itself as the “best in class” within the BFR world.
Successful restaurants have great service, the right menu, and a long-term outlook. A good location also doesn’t hurt. Mark Wolf, CEO and founder of AHV Communities, has a similar mindset when executing successful build-for-rent (BFR) communities. Mark joins our podcast to discuss what it takes to execute a successful BFR community.
As the old adage goes, you can’t make more land. For home builders, anything that helps facilitate land deals is huge. That’s where Steve Benson and his team come in—they provide land banking services for builders. Steve is the CEO of Essential Housing, and on this podcast he walks us through the nuances of land banking, a booming method to get deals done.
You would not go to a second website to pay for your Amazon order, so why should you have to deal with multiple groups when purchasing a home? That is what inspired Court Cunningham to start Orchard. Orchard is providing next-level service by integrating almost the entire home buying process onto one platform.
If there used to be a hot tub full of cash for build-for-rent (BFR) deals, now there is an Olympic-sized swimming pool. Demand for BFR development is at an all-time high. BFR developers can usually outbid their competitors for land. Mike Moser, CEO of Starwood Land Advisors, explains to us how his team strategically focuses their investment efforts in the BFR and equally competitive general residential development world.
The last 18 months or so have been the proverbial roller coaster for the real estate industry. COVID-19 wreaked havoc on the nation but unlocked tremendous latent demand, changed where and how people lived, and left dramatically rising prices in its wake. Jeff Adler, Vice President of Yardi Matrix, has a measure of the pulse of just about all real estate sectors (retail, office, self-storage, but especially apartments and build-for-rent).
There is no arguing homelessness is a widespread issue. It is not limited to just urban markets, nor is it limited to those we see on the streets. Homelessness affects the workforce: our teachers and paramedics, our servers and service workers. Realizing traditional approaches to creating affordable housing were inefficient, Atticus LeBlanc founded PadSplit. Listen in to find out to how PadSplit acts as a creative solution to the affordable housing shortage.
Today’s market trends move as fast as Allyson Felix in the Tokyo Olympics (well, maybe almost as fast). Thankfully, Jody Kahn, our Senior Vice President, surveys local home builders overseeing 15%–20% of national new home sales every month to keep a close eye on these fast-moving trends.
In this podcast we speak with Mike Forsum, President and COO of Landsea Homes. We talk about the highs and lows of markets, what housing product are the toughest to execute, how they shifted strategies to meet new market needs, and what the future might hold. Additionally, Landsea went public recently, and Mike gives us an inside look at the perils and promise of that decision.
We speak with Tony Avila, Co-Founder and Managing Principal of Encore Capital Management, about today’s M&A climate and what it takes to make a deal go smoothly.
Home technology, like Ring, has dramatically changed the way we live, making the home experience simpler and more connected. Listen to this podcast where we chat with Jamie Siminoff, inventor of Ring, and Eric Feder, Managing General Partner of LENx (Lennar’s innovation and venture capital investing arm), about the benefits of integrating technology in the home.
Truly the jack of all trades, Barry Habib has done everything from producing a Broadway show, to acting, singing, and one of the brightest minds in real estate, particularly when it comes to the mortgage sector. In this podcast, Barry Habib of MBS Highway explains the inner workings of the mortgage market. Please keep in mind that this episode was recorded in mid-April 2021, a little over a month before it was uploaded. Barry insights, though, are timeless.
Kirsten Jordan, the newest cast member of Million Dollar Listing New York, gives us a glimpse into the luxury real estate market.
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 than a glimpse of today’s hottest topics in home design and décor.
In this podcast Greg Vogel, founder and CEO of Land Advisors, gives us a rundown on today’s hottest topics related to land.
In this two-part podcast, we find out what makes the top master plans tick and what trends they picked up on that will be shaping the new home market ahead.
In part two we talked to:
- Colleen Edwards, Marketing Director at River Islands
- Laura Cole, Senior Vice President at Lakewood Ranch
- Christen Johnson, Senior Vice President of Marketing at Johnson Development
In this two-part podcast, we find out what makes the top master plans tick and what trends they picked up on that will be shaping the new home market ahead.
In part one we talked to:
- Cameron Jackson, Director of Marketing at Daybreak Communities
- Caitlyn Lai-Valenti, Senior Director of Sales and Marketing at Brookfield Residential
- Peter Dennehy, Vice President of Customer and Market Research at Newland
Jenni Lantz and Mikaela Sharp of the New Home Trends Institute join host Dean Wehrli to give us a comprehensive overview of ongoing and future home and design trends.
Today’s headlines are filled with stories of record home price appreciation and surging housing demand. But housing, of course, is notorious for its cycles. Though we are riding a tremendous wave, there are always risks ahead we should consider. One the sharpest minds in the industry is constantly assessing these risks, in between notes on her favorite gas station Chardonnay. In this episode, we talk with Melissa Abel of Texas Capital Bank. She provides insights on some of the things that keep her up at night—and how we might solve them.
The kitchen is widely seen as the heart of a home. It is the place where families begin and end their days together and where hosts entertain their guests. If you want to know more about how this critical space is evolving, you need to listen to our latest podcast where Dan Clements and Jessica McConnell of Whirlpool joined us at our recent New Home Trends Institute Design Summit.
Since we recorded this prior to the pandemic, stay tuned for the post-COVID follow-up with Dan which begins around the 22 minute mark.
John Burns Real Estate Consulting’s own Senior Vice President, Jody Kahn, and Senior Manager, Devyn Bachman, take us on a quick history trip from the pre-COVID past to the up-to-the-minute present. They trace a market that went from boom to bust to a bigger boom.
Minto Communities’ President of Latitude Margaritaville Bill Bullock will inspire you to think outside the box to partner with an iconic brand. Minto’s partnership with Jimmy Buffett has resulted in roughly 400 home sales per year each of the last two years in Daytona Beach—the second highest number of sales for a single-builder master plan in the country.
Jordan Broggi, Vice President of Finance (Merchandising) at The Home Depot, shares what the company has learned from their recent 23% surge in revenue.
Steve Hilton, CEO of Meritage Homes, shares his thoughts on the cultural transition he went through, the ups and downs of 2020, and the strategic importance of Meritage’s pioneering investments in energy efficiency.
Dean Wehrli and Greg West, CEO of ZOM Living, discuss short-term and long-term trends in the apartment market.
Jason Keller, Oaktree Capital’s Managing Director in charge of residential investments, shares his thoughts on high-yield investing in 2020.
Bill Ramsey, a Denver-based architect at KTGY, shares how COVID-19 is changing what we want from our homes and which of these changes might outlast the pandemic.
In this podcast, Jim Van Kirk discusses how several technology investments enabled Smith Douglas Homes to achieve their best sales week ever in the one ending May 3, 2020. The company sells 1500+ affordably priced homes per year throughout the Southeast.
In this podcast, Emile Haddad, CEO of publicly traded land developer FivePoint Holdings, describes how these experiences as well as bankruptcies at two prior employers, helped him prepare for the next black swan event—and helps him guide his team through these difficult times.
Episode 32: Successful Online Marketing Strategies during the COVID-19 Crisis
Dean Wehrli interviews Zach Williams from the digital marketing agency Venveo to learn what strategies are working best today.
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 the changes we believe will occur.
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 of thousands of homes, Bob shares some of his priceless lessons learned.
Nino Sitchinava shares an update on design trends, all backed by the qualitative and quantitative research done by her team at Houzz.
Susan Yashinsky, the VP of Innovation Trends at Sphere Trending, helps us separate the trends that will go nowhere from the trends that will dominate the future.
Sheryl Palmer, the CEO of the sixth-largest home builder in the country, joined our podcast to share her unique view of the housing cycle and her company’s thoughtful approach to consumer research.
Dean Wehrli talks “gamer estates” with architect Eric Zuziak, partner and president of JZMK Partners, to learn more about how his firm is using VR and AR.
Adrian Foley, Brookfield Residential’s president and COO (or “Brookfield’s hero” as podcast host Dean Wehrli calls him) shares Brookfield’s very thoughtful view on how America will live in the future.
Despite the fact that the mortgage pays for about 90% of all housing revenue for every participant in the housing industry, we rarely see industry executives at mortgage conferences. So we are bringing the intelligence to you in this podcast. We don’t know anyone more knowledgeable on the mortgage market than Doug Duncan, Fannie Mae’s leader of the 35-person Economic and Strategic Research Group.
Lisa Parrish, who has led the industry’s design awards judging for the last 30 years (along with her husband and her father), provides a wealth of information in this podcast. At this year’s Gold Nuggets Awards show alone, she reviewed more than 600 applications in 49 categories.
John Burns explains why he believes new home sales and construction have “run out of steam” at levels many deem to be too low. Dean and John also discuss successful pivots some companies have made this cycle.
Dan Parolek from Opticos Design shares his insight on a term he coined, “missing middle housing,” which he defines to be the range of housing types between or in the middle of detached single-family homes and mid-rise buildings.
Dean Wehrli interviews Offerpad co-founder Jerry Coleman to understand why the new, highly disruptive home-selling option known as iBuyers (instant buyers) has emerged so quickly.
Lesley Deutch and Ken Perlman join host Dean Wehrli to discuss the huge shifts occurring in the rental market.
The spring 2019 selling season is here. Enjoy Jody Kahn, Devyn Bachman, and host Dean Wehrli as they bring you the most insightful clarity on new home sales you will find anywhere. For those of you who are not clients, enjoy this taste of what our clients receive all year long.
Two self-described “Designistas,” Megan Eltringham from The New Home Company and Matt Sauls from Pardee Homes (TRI Pointe Group) share their thoughts on the payoff for spending the time and money to design great homes.
Will Duderstadt, VP of Marketing at M/I Homes, brings clarity to effective digital marketing strategies.
Our consulting leaders Dean Wehrli, Lesley Deutch, and Pete Reeb provide tremendous insight on the rising incentives required to sell a home today.
Consumer Insights Manager Sidney Pell shares what baby boomer execs need to change to sell and rent more homes to millennials.
The home building industry is rapidly changing in some very exciting ways. In part two of our CR Herro interview, we discuss the new technologies that are allowing homes to be built better than ever and the adoption of smart home technology.
CR Herro the VP of Innovation at Meritage Homes, articulates changes coming to the new home industry. In part one of a two part series, Dean and CR discuss the impact of building energy-efficient homes.
Margaret Whelan, an industry investment banker who has successfully raised money for several innovative housing companies, explains why this time is going to be different with respect to off-site construction.
Dallas Tanner, the Chief Executive Officer who co-founded Invitation Homes in 2012, shares with us the future of rental homes.
Dean discusses the state of smart home technology with Todd Tomalak, SVP at John Burns Real Estate Consulting.
Dean Wehrli interviews Alaina Money, the CEO and Founder of Garman Homes, about her journey into her leadership role within the housing industry.
Dean Wehrli interviews Consulting Principal Ken Perlman about the most successful amenity trends he is seeing around the country.
Dean Wehrli interviews one of our Consumer Insights leaders, Steve Burch, about changing community amenities.
Dean interviews John Burns regarding the 4-5-6 rule for demographic-based decision making, which is covered in chapter 3 of the book Big Shifts Ahead.
Dean talks with our Chief Demographer Chris Porter on the concept of surban™.
Dean talks with three millennials from John Burns Real Estate Consulting on their generation’s perception of the housing market.
Dean talks with Rick Palacios Jr., our Director of Research, on the quickly evolving single-family rental (SFR) industry.
To start us off we have John Burns in to tell us where housing is heading over the next couple of years. We talk about some key factors that will impact the cycle near term and some strategies to ride the wave instead of being pulled under.
Episodes are released bi-weekly
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