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
September 6, 2024 • 43 mins
Big builders seem to be getting bigger every year. Growth might have some drawbacks, but for the most part, it makes a builder strong. Think operational efficiency, expanding your pipeline, access to capital, depth of skills, and expertise. You can grow organically, but you can grow faster through a smart merger or acquisition.
That’s where Rich Moriarty comes in. Rich has been in investment banking for 35 years, much of that at f...
Mark as Played
August 16, 2024 • 51 mins
What will your kitchen and bathroom look like a year from now, two years from now, five years from now? That’s what Bill Darcy, Global President and CEO of the National Kitchen and Bath Association (NKBA), thinks about every day. This perspective provides Bill with a look under the hood of this sector, and he shares what he sees on this episode of The New Home Insights podcast.
Please note that we recorded this podcast prior to th...
Mark as Played
July 26, 2024 • 52 mins
One of the hardest things for a successful company is to stop doing what made it successful and start doing something that will stretch its success into the future. It is a risk and a cost, but it can be an investment if done right.
So when Fortune Brands Innovations shed an iconic cabinetry brand, CEO Nick Fink had some anxious moments. But that decision and the ensuing journey have allowed Fortune Brands to expand their product ...
Mark as Played
June 21, 2024 • 41 mins
To grow or not to grow is often the question for a homebuilder. For Doug Bauer, CEO and co-founder of Tri Pointe Homes, the answer has always been “grow.” In 2009, when Doug Bauer and his partners started Tri Pointe, growth was a huge risk. But they pulled it off, and now Tri Pointe Homes is one of the top public homebuilders in the nation with a footprint across the country.
On this episode of the New Home Insights podcast, Doug ...
Mark as Played
May 31, 2024 • 64 mins
If you have anything to do with the housing market in Texas, you have heard of Hillwood Communities. If you are from elsewhere in the country and have not heard of Hillwood, here’s your chance. All across the great state of Texas, Hillwood is building some of the best-designed and most successful master-planned communities in the US. They have achieved this with expert placemaking, which Hillwood defines this way: "We create places...
Mark as Played
May 10, 2024 • 43 mins
Demographics impact housing in a few massive foundational ways and a thousand small ways. Price, product, place—demographics help define them.
On this episode of the New Home Insights Podcast, our guests are Chris Porter and Eric Finnigan, two leaders at John Burns Research and Consulting who live and breathe demographics and what they mean for housing.
Mark as Played
April 11, 2024 • 51 mins
This episode of the New Home Insights Podcast delves into the intricacies of land banking, a crucial component of the real estate industry, with insights from Kate Kaminski, the COO of Walton Global.
Kate shares her journey from the home building industry to her pivotal role at Walton, a company that has significantly influenced land banking in North America since its shift from Canada to the US in 2006. Walton Global, a family-o...
Mark as Played
Every year, the housing sector eagerly awaits the spring selling season. With the holidays in the rearview and the weather warming, it’s time to buy. If you are a purist about seasonal starting dates, it is not technically spring yet, but don’t be that way.
Jody Kahn and Dillan Krieg are surveying homebuilders monthly for John Burns Research and Consulting. They keep tabs on the housing market nationwide and at a granular level. W...
Mark as Played
March 1, 2024 • 52 mins
“Lifestyle” is one of the hottest concepts in new home sales and marketing. At its core, it means designing homes that not only have a specific buyer in mind but a buyer who knows exactly what they want and where they want it. It relates to both community and home. Lifestyle is about offering the right rooms and features in a home and the right amenities—schools, retail, parks—in a community. It is your identity wrapped up in your ...
Mark as Played
January 31, 2024 • 49 mins
The concept of “brand” can be a bit vague. At its core, it is a service or product that some part of the public can identify as uniquely yours. It is what you do, what you provide. It sets you apart, and people want it. Think Apple and iPhones; think Lululemon and translucent leggings. Or think Google and mapping software that lets you know there’s a Starbucks on the street where you are about to turn right. (Hey, Google, there is ...
Mark as Played
January 12, 2024 • 53 mins
Scott Laurie and Olson Homes know that you have to be smart when you are one of the smaller fish swimming in the sea of big fish. You have to be nimble. You have to play the long game. You have to be omnivorous. You have to seek opportunity where others may not see it.
Olson Homes is a Southern California builder with a laser focus on what they build best and where they will sell best. However, the lessons learned from Scott’s exp...
Mark as Played
December 13, 2023 • 43 mins
The pandemic taught many lessons. In housing, one was that disruptions in the things we build homes with can, unsurprisingly, bring the industry to its knees. As 2023 draws to a close, we ask: Are we finally past all of that—the rising prices, broken supply chains, and interminable waits for everything from a garage door to window latches that forced builders to wait weeks to sell a home that was otherwise ready to go? Can we final...
Mark as Played
November 20, 2023 • 48 mins
The real estate broker is the conduit between most people and the biggest purchase of their life—a home. Mark McLaughlin led Pacific Union International, one of the best upmarket brokerages in California, and now is the Chief Real Estate Strategist for Compass, one of the best and biggest brokerages in the nation. He is not just a broker. As the title implies, he is a strategic and visionary thinker who views the brokerage world fr...
Mark as Played
October 24, 2023 • 47 mins
Do not call Kyla Scanlon a social media influencer. She is a social media educator.
Through a swelling number of followers on YouTube, Instagram, and TikTok, Kyla has built a reputation as someone who can accessibly explain complex economic and financial concepts to a primarily Gen Z audience hungry to better understand the complex world around them.
That sounds like the kind of person we want on the New Home Insights podcast. Ky...
Mark as Played
September 28, 2023 • 57 mins
Call us obsessed with the 55+ housing space, but we do follow the demographics. The 55+ space enjoys a population bulge that has at least another decade run to it. This has enticed many folks to dip a toe in the water, but fewer have taken the full-body plunge. Though it is fueled by the demographics, the 55+ space is filled with savvy buyers and ever-changing wants and needs. This is definitely one of those “you need to do it righ...
Mark as Played
September 8, 2023 • 58 mins
When Meritage Homes CEO Phillippe Lord took over the helm of one of the biggest home builders in America, he was almost immediately faced with an existential crisis. The COVID-19 pandemic was unlike anything in living memory. After ensuring everyone in the Meritage family was safe and stayed that way, Phillippe realized they would have to change to navigate this new world. Not only would they need to change due to the current crisi...
Mark as Played
August 11, 2023 • 59 mins
With those low mortgage rate golden handcuffs keeping a huge chunk of the existing home market in cryogenic stasis, the new home sector has thrived. There is even a case to be made for continued good times even if resale listings begin to rise and mortgage rates remain elevated.
There are certainly hurdles ahead, but our Director of Research and Managing Principal, Rick Palacios Jr., makes the case for continued new home resilienc...
Mark as Played
July 28, 2023 • 53 mins
Stephanie Casper, the Chief Revenue Officer of Kiavi, joins our podcast to discuss how Kiavi is leveraging proprietary technology, in-house data models, machine learning models, and AI to make the process of borrowing money for the purposes of investing in residential real estate easier for their customers. Join us as Dean and Stephanie unpack the current dynamics of the 'fix and flip' market and the single-family rental sector. Th...
Mark as Played
June 23, 2023 • 53 mins
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 NIM...
Mark as Played
June 2, 2023 • 41 mins
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, ...
Mark as Played
Popular Podcasts
Join Holly and Tracy as they bring you the greatest and strangest Stuff You Missed In History Class in this podcast by iHeartRadio.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
If you can never get enough true crime... Congratulations, you’ve found your people.
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.