New Home Insights Podcast - podcast cover

New Home Insights Podcast

John Burns Research and Consultingwww.jbrec.com
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 Research and Consulting (JBREC) team. The podcast is hosted by Dean Wehrli, Principal at JBREC. 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. John Burns Research and Consulting is an independent research provider and consulting firm focused on the housing industry. The company’s research subscribers receive the most accurate analysis possible to inform their macro investment decisions, and the company’s consulting clients receive specific property and portfolio investment advice designed to maximize profits. The team takes great pride in enabling the profitable development of the best places to live in the world.
Last refreshed:
Follow this podcast in the Metacast mobile app to refresh it and see new episodes.
Download Metacast podcast app
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

Episode 80: Getting to 'Yes' on Housing through 'YIMBYism.'

Planning officials fear them. Housing developers and builders loathe them. Ever present and hard to appease, they are the NIMBY—the “not in my backyard” anti-housing advocate. The stereotype of an angry, finger-wagging busybody always saying "no" to new housing may be an unfair stereotype, but their impact is real. Increasingly, though, there is an alternative seeking to move the needle in the opposite direction. Counter to the NIMBY crowd is the “yes in my backyard” crowd, better known as the Y...

Jun 23, 202354 min

Episode 79: Earth, Wind, and Fire: NileBuilt Homes Defy the Elements

Could your home survive a spin on the surface of the sun? No? A NileBuilt home could (probably). That’s over 2,000 degrees Fahrenheit. That’s ghost pepper hot. That’s middle of a microwaved Hot Pocket hot. NileBuilt is a materials company taking a step into the production home world. The critical difference is NileBuilt uses a concrete material with a hyper-insulating core to build its homes. This makes their homes fire resistant, efficient, quiet, and cool. We thought that sounded interesting, ...

Jun 02, 202341 min

Episode 78: A Master Class in Bathroom and Kitchen Design

When homeowners are surveyed about which rooms are most critical to get right, the kitchen and the primary bath typically top the list. But that doesn’t make it easy. There is an ongoing battle between functionality and aesthetics, and the struggle to stay on top of trends is constant. Brian Juedes, National Vice President of Product Design at Taylor Morrison, fights this battle every day. If there are trade-offs to be made that impact the desirability of your home, you had better make the right...

May 12, 202344 min

Episode 77: Can ADUs Help 'Fix' Housing Affordability?

Sean Roberts, CEO of Villa, joins our podcast to discuss what he's seeing in the ADU market and how his company is providing solutions for the current housing market shortage and affordability issue.

Apr 13, 202337 min

Episode 76: Opendoor and the Future of iBuying

iBuying exploded onto the housing scene a few years ago with the potential to change how we buy and sell our homes. After Zillow and Redfin exited the sector, Opendoor now controls the lion’s share of the iBuyer market. As higher mortgage rates and the threat of economic slowdown have slowed housing in general, where do Opendoor and iBuying go from here? How will Opendoor adapt to changing market forces? Will they try new tactics and develop new strategies? What will they do more of or less of? ...

Mar 17, 202344 min

Episode 75: How Many Homes Are Enough?

Chris Porter, JBREC's own Chief Demographer and co-author of "Big Shifts Ahead", joins the podcast to discuss how long-term demographic trends are ultimately going to shape the demand for housing. Chris shares some insights and findings from our latest white paper, which is a deep-dive on how much the US housing market is undersupplied and what would be a reasonable amount of construction to bring the US into balance.

Feb 24, 202338 min

Episode 74: New Home? We Will Get That Printed Right Away

The New Home Insights podcast is always trying to define the future of housing. Market trends, design trends, economic trends. But what about how we actually build our homes? What once seemed like something for the far-off future is here now—3D-printed homes. Century Communities is a trailblazer in the emerging world of 3D-printed homes. Genji Nakata, Executive Vice President of National Operations at Century Communities, helped us explore this world in the latest episode of New Home Insights.

Jan 20, 202334 min

Episode 73: Building the Perfect Place One Home at a Time

Kris Maher, Senior Vice President of Design at Rancho Mission Viejo, heads up a “creative collective” that guides their master plan placemaking. Join us for some of the lessons Kris has taken to heart, and her thoughts on placemaking—not just next year, but ten years from now.

Dec 30, 202246 min

Episode 72: Is the Remodeling Boom about to Go Bust?

Eric Finnigan of John Burns Real Estate Consulting is a thought leader in the remodeling space. Let Eric walk you through the basics, the nuances, the future, the economics, and even the demographics, of the remodeling world.

Dec 14, 202252 min

Episode 71: Can Arrived Homes Turn Small Investments into Big Bucks?

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.

Nov 11, 202239 min

Episode 70: ESG: A Smarter Way to Invest

You may not know what ESG is but you should. ESG is an investment strategy. It stands for Environmental, Social, and Governance. 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 susta...

Oct 28, 202244 min

Episode 69: The Great Age Reboot with Dr. Michael Roizen

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.

Oct 07, 202240 min

Episode 68: The Student Housing Sector Proves Its Resilience

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.

Sep 16, 202249 min

Episode 67: Is the Broken Housing Supply Chain Starting to Mend?

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.

Aug 19, 20221 hr 12 min

Episode 66: Renters Warehouse: Improving Efficiency and Transparency in Investment

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.

Aug 05, 202242 min

Episode 65: Sheri Koones on What We Do with ADUs

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 p...

Jul 01, 202239 min

Episode 64: Buckling Our Seatbelts for an Interesting Ride: John Burns on Current Market Conditions

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. N...

Jun 03, 202242 min

Episode 63: The Feverishly Hot Apartment Market with Jay Parsons

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.

May 06, 202252 min

Episode 62: How Berkadia Stacks Up in the BTR World

Listen in on the third episode of our three-part series on build-to-rent (BTR) where Joel Kirstein, Managing Director at Berkadia, breaks down the capital world’s obsession with the BTR space.

Mar 17, 202241 min

Episode 61: Inspiring a New Way to Rent

In our second of three BFR-related episodes, we are joined by Branden Lombardi, President of BB Living, who shares his inspiring life story and his insight on build-for-rent as an asset class.

Mar 02, 202254 min

Episode 60: In It for the Long Run: Mark Wolf on Build-to-Rent Communities

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-to-rent (BTR) communities. Mark joins our podcast to discuss what it takes to execute a successful BTR community.

Feb 03, 202247 min

Episode 59: Steve Benson and (Land) Banking on the Future

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.

Dec 10, 202155 min

Episode 58: How iBrokers Will Change How We Buy Homes

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. Learn how Orchard is innovating as an “iBroker” (a term cleverly coined by our host Dean Wehrli) by checking out this episode.

Nov 23, 202148 min

Episode 57: Remaining Competitive in an Overly Competitive Market

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.

Oct 29, 202142 min

Episode 56: Jeff Adler on the Resilience of Real Estate

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).

Sep 24, 20211 hr 5 min

Episode 54: Putting Aloe on the Burns of a Hot Market

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.

Aug 13, 202137 min

Episode 53: No Pain, Not as Much Gain

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.

Jul 23, 202142 min

Episode 51: Fireside Chat with Lennar and Ring

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.

Jun 03, 202145 min
For the best experience, listen in Metacast app for iOS or Android