New Home Insights Podcast

New Home Insights Podcast

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.

Episodes

Discipline, Demand, and Affordability: Inside LGI Homes with Eric Lipar

July 2, 2026 • 46 mins
The housing sector always seems to be in “crisis” mode when it comes to pricing. But now more than ever, there is no denying that affordability is the biggest hurdle to homeownership. Getting a key to a new home into the hands of a first-time buyer is everything to LGI Homes. It is a singular focus that has provided LGI with direction since its founding in 2003, as it has expanded from its Texas base into over 40 m...
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How Wellness Concepts Are Shaping Our Communities

June 5, 2026 • 48 mins
Wellness can mean different things to different people in different contexts. Is it a spa treatment with facial scrubs and sliced cucumbers? Is it someone in a rented lab coat on YouTube rapturing about cold plunges and cupping and the latest superfood? Is it rise-and-grind hustlers, holistic healers, biohackers, and keto carnivores? In housing, it is so much more, and Teri Slavik-Tsuyuki knows that. Teri has been planning innova...
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Homebuilder M&A in 2026: Geography, Scale, and the Long Game

May 22, 2026 • 41 mins
Homebuilder mergers and acquisitions (M&A) seem to slide into the zeitgeist now and then, catching our attention and making us wonder what happens next. M&A is having a moment now. From the rush of big Japanese operators into America to American builders partnering with their brethren to make them stronger, M&A is in the headlines. But sometimes it’s useful to step back and see the big picture. What is motivatin...
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Has Housing’s Spring Forward Stalled this Year?

May 9, 2026 • 44 mins
Has Housing’s Spring Forward Stalled this Year? by John Burns Research and Consulting
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Separating Fact from Fear: Institutional Investors, SFR, and the Housing Debate

April 14, 2026 • 40 mins
A note: this conversation was recorded on March 17, 2025, so any references to pending legislation reflect the state of the debate at that time. The debate over institutional ownership of single-family rental (SFR) homes has moved from industry trade publications to the floor of the U.S. Congress. A bill currently working its way through the legislative process would restrict large investors from buying additional SFR homes and re...
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Built to Last: How a Japanese Home Builder is Challenging American Construction

March 20, 2026 • 49 mins
Japanese firms have gone big on American housing. Sekisui House has been at the front of this line. The 65-year-old innovative Japanese builder has built a book of homebuilding brands that covers the country. Their most recent acquisition, Richmond American Homes, not only gave Sekisui a national footprint but also brought them David Viger, now the President and CEO of Sekisui House U.S. David Viger played football for both B...
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The Year of Realignment: How Builders Should Adapt to Today's Buyer

January 31, 2026 • 58 mins
The housing market pendulum has swung back toward buyers, and understanding what consumers truly want—and will pay for—has never been more critical for builders. In this episode of the New Home Insights Podcast, JBREC's Dean Wehrli sits down with Jenni Nichols, Vice President of Design, to explore where builders can push, where they can pull back, and where they absolutely cannot compromise.
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Smith Douglas Homes and Building Affordably by Design

November 26, 2025 • 30 mins
It seems that affordability has suddenly become the word of the day in politics, but it has been at the top of the agenda in housing for a very long time. There will always be market space at the high end—but there will also always be a need to solve for new home prices that fit into the fat part of the bell curve. That is where Smith Douglas Homes lives. Smith Douglas CEO Greg Bennett recently joined us at the New Home Tre...
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The Avilla Advantage: NexMetro’s Josh Hartmann on Brand, Data, and BTR Strategy

November 5, 2025 • 61 mins
Back in the olden days (after those bikes with the one really big wheel and the one tiny wheel, but before TikTok), when we spoke about the rental market, we meant apartments. Sure, there were plenty of “mom and pop” rental homes, but no one thought about them, and no one was building new ones. But over the last decade-plus, build-to-rent (BTR) has emerged as an ever-growing part of our national housing solutions. As ...
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How David Weekley Homes Balances Private-Company Culture with Public-Company Scale

October 10, 2025 • 56 mins
In the new home world, we often divide builders into public and private. The idea is that the publics are the capital-rich, large-scale firms with a multi-regional presence that are gradually gobbling up market share from the smaller local private builders scattered throughout the country. But this ignores the “big privates”—homebuilders privately owned but with the size and resources to act like a “national...
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The New Land Financing Playbook: Flexible Capital Meets Cautious Builders

September 12, 2025 • 48 mins
If there are two things that fuel real estate development, they are land and money. Oh, and design. Three things that—wait, the type of housing is huge, too, so product is another fundamental. So there are four—okay, there are a whole bunch of critical elements to the successful development of real estate, but let’s stick with land and money. Having those two things is indispensable, and they are also what Rodney ...
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The Rental Rebound: Supply, Demand, and Demographic Shifts Driving Recovery

August 15, 2025 • 55 mins
There is no housing market; there are housing markets. We all know that, but all too often forget. Now, as mortgage rates and increasing supply challenge the for-sale sector, rental supply has tapered from its peak, and that sector is firming. Moreover, dynamics vary, often markedly, depending on geography. The nation is dotted with dozens of rental markets that sum to a whole, but each has a different story. On this podcast, Chri...
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The Trader Joe's of Homebuilding

July 22, 2025 • 54 mins
If you’re going to be the “Something of Something,” it is not bad to be the Trader Joe’s of homebuilding. You are big but not too big. You’re known for high quality and attentive service, but instead of ringing a bell for someone who just bought a bottle of that delicious almond sparkling wine, you have a key ceremony for someone who just bought a brand-new house. Beazer Homes CEO Allan Merrill joins ...
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Resiliency Under Pressure: Can Housing Weather Choppy Economic Seas?

July 1, 2025 • 37 mins
Tariffs, inflation, interest rates, jobs. All are factors that massively impact the housing market. As head of economic research and forecasting at Renaissance Macro Research, Neil Dutta tracks currents and trends across the globe. On Bloomberg TV or in Business Insider, Neil always tells it like it is. He recently joined the New Home Insights podcast to do the same. In this episode, Neil Dutta touches on not just economic trends b...
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From Wall Street to Main Street: How Avenue One Connects Local Pros with Institutional Capital

June 4, 2025 • 55 mins
Every great story has an “inciting incident,” something that propels the protagonist into action. For Ryan Stroker, Founder and CEO of Avenue One, that moment came when he realized there was a gaping disconnect between institutional capital and a vast array of comparatively smaller homebuilders that could thrive with better access to big money. But Ryan had also cut his teeth in the single-family rental world. Ryan&rsqu...
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Porches, Parks, and Placemaking: How DMB Turns Dirt Into Destinations

May 2, 2025 • 78 mins
Placemaking is the art hiding within the banalities of residential development. It is the color on canvas that transforms square footage and dwelling units per acre into homes, and homes into communities. DMB Development has been making great places since 1984, and the company’s President and CEO, Brent Herrington, has been helping them do that for almost 40 years. Brent provides his take on the key ingredients in the b...
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Why This Spring Selling Season Isn’t Feeling Quite Like Spring Yet

April 25, 2025 • 65 mins
Spring is a critical time of year for the housing market. The weather warms, foot traffic surges, and builders can bank sales. It is historically the height of the market, particularly in cooler climes. At JBREC, we constantly interact with new homebuilders, resale brokers, land brokers, building products folks, and other actors in the housing space to keep thumb and forefinger on the carotid artery of the housing market. Survey l...
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From Gas Stations to Gross Margins: Ryan Marshall Runs PulteGroup Like a Well-Oiled Team

March 27, 2025 • 50 mins
PulteGroup CEO Ryan Marshall brings clarity, candor, and—since it is in the name of the show—insight into the latest episode of the New Home Insights podcast. You can tell he is not eager to talk about himself, but Ryan has a great story to tell. He shares his humble upbringing and early life lessons before dishing the inside scoop on running one of the biggest homebuilders in the country.
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Sean Dobson on Rethinking Homeownership, SFR, and Housing Investment

March 13, 2025 • 70 mins
The best ideas are the ones that seem obvious—“Why didn’t I think of that?” Sean Dobson saw the pile-up coming before the Great Financial Crisis (GFC) crashed the housing market. Sean and his company, Amherst, built a model to assess the true value of every home in America and bet right on what followed the GFC. Sean then had another great idea. Families who were foreclosed on were pushed out of the for-sal...
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Building Trust: How Taylor Morrison Became America’s Most Trusted Homebuilder

February 25, 2025 • 56 mins
Most of us, even the CEO of a major homebuilder, don’t have a master plan for our lives. Sometimes, fate takes us to a place we never thought we would be. Sheryl Palmer’s journey started as a young advertising expert at McDonald’s, wound through homebuilder Del Webb, and eventually put her at Morrison Homes when it merged with Taylor Woodrow. Thirty days after that marriage in 2007, new builder Taylor Morrison ask...
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