John Burns Research and Consulting
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 hous...
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John Burns Research and Consulting
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Podcast website
Latest episode
Jul 2, 2026
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Episodes
Episode 98: Inside the Deal: M&A Insights with Rich Moriarty of Vestra Advisors 06.09.2024 43:36
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 banki...
Episode 97: Market Trends in Kitchen and Bath: A Deep Dive with NKBA’s Bill Darcy 16.08.2024 51:02
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...
Episode 96: Leading Through Innovation: How Fortune Brands is Shaping the Future of Home 26.07.2024 52:58
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 Fortu...
Episode 95: Building Success: Doug Bauer and the Growth of Tri Pointe Homes 21.06.2024 41:54
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 th...
Episode 94: Hillwood Communities and the Art and Science of Placemaking 31.05.2024 1:04:58
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...
Episode 93: Shifting Foundations: A Deep Dive into Demographics and Housing 10.05.2024 43:58
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.
Episode 92: Building Up: Walton Global's Strategic Land Insights 11.04.2024 51:06
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 i...
Episode 91: It’s the Spring Selling Season, So Why Are You Reading this Instead of Selling a Home? 05.04.2024 47:21
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 nat...
Episode 90: Empire Communities' Marketing Insights: The Art of Selling Lifestyle 01.03.2024 52:29
“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 i...
Episode 89: Harnessing Brand Power: Taylor Morrison's Marketing Dexterity 31.01.2024 49:09
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...
Episode 88: Swimming with Giants: Olson Homes' Strategic Approach in a Sea of Big Builders 12.01.2024 53:43
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, th...
Episode 87: What's Next for Building Products and Home Remodeling? 13.12.2023 43:56
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...
Episode 86: Value Adding—How Resale Will Survive a Changing Market 20.11.2023 48:43
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 think...
Episode 85: The Economy Deconstructed, One TikTok Video at a Time 24.10.2023 47:35
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...
Episode 84: Evolving Age-Qualified Spaces: A Glimpse into Modern 55+ Communities 28.09.2023 57:40
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 o...
Episode 83: How Meritage Homes Drew Up a New Blueprint for Success 08.09.2023 58:57
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...
Episode 82: How Long Will Home Builder Euphoria Last? 11.08.2023 59:04
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 cas...
Episode 81: Flipping the Script: A Deep Dive into Tech-Driven Real Estate Investment 28.07.2023 53:40
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...
Episode 80: Getting to 'Yes' on Housing through 'YIMBYism.' 23.06.2023 53:32
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 opp...
Episode 79: Earth, Wind, and Fire: NileBuilt Homes Defy the Elements 02.06.2023 41:18
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...
Episode 78: A Master Class in Bathroom and Kitchen Design 12.05.2023 43:36
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 ther...
Episode 77: Can ADUs Help 'Fix' Housing Affordability? 13.04.2023 37:22
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.
Episode 76: Opendoor and the Future of iBuying 17.03.2023 43:54
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...
Episode 75: How Many Homes Are Enough? 24.02.2023 38:15
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...
Episode 74: New Home? We Will Get That Printed Right Away 20.01.2023 33:51
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 Operation...
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