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New Home Insights Podcast

New Home Insights Podcast

By: John Burns Research and Consulting
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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.All rights reserved Economics
Episodes
  • Homebuilder M&A in 2026: Geography, Scale, and the Long Game

    Homebuilder M&A in 2026: Geography, Scale, and the Long Game
    May 22 2026
    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 motivating this? What are the strategies in play? What makes a deal, and what might break a deal? Moelis & Company is an international investment bank and strategic advisor in a wide variety of sectors. Bob Crowley is a managing director at Moelis & Company who handles housing. He has been in the M&A game for a looooong time (I tried not to do so many o’s that it would make Bob mad). During that time, Bob has been a part of some of the biggest mergers in the business and still is today. He sat down with me on the latest episode of the New Home Insights podcast to provide that big picture.
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    42 mins
  • Has Housing’s Spring Forward Stalled this Year?

    Has Housing’s Spring Forward Stalled this Year?
    May 10 2026
    Has Housing’s Spring Forward Stalled this Year? by John Burns Research and Consulting
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    44 mins
  • Separating Fact from Fear: Institutional Investors, SFR, and the Housing Debate

    Separating Fact from Fear: Institutional Investors, SFR, and the Housing Debate
    Apr 14 2026
    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 require build-to-rent (BTR) communities to be sold off within seven years of completion. But what does the research actually say? Josh Coven, Assistant Professor of Real Estate at Baruch College's Zicklin School of Business, joined the New Home Insights Podcast to walk through his findings — and the data challenges some of the most widely held assumptions about institutional investors, housing prices, and rental supply.
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    41 mins
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