Episodes

  • Episode 102: The 2024 Housing Market Unpacked: Challenges, Strategies, and Optimism for 2025

    Episode 102: The 2024 Housing Market Unpacked: Challenges, Strategies, and Optimism for 2025
    Dec 10 2024
    In April, the New Home Insights podcast looked at how the spring selling season was shaping up with some of our resident market experts, and you loved it. It was one of our most listened-to episodes. So, in this episode, we are joined by the JBREC survey team—Jody Kahn, Cara Lavender, and Dillan Krieg—to review 2024 and look forward to how the housing market is shaping up. They dig into a wide range of results from our monthly surveys of new homebuilders nationwide and distill that into an array of trends and insights.
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    1 hr and 4 mins
  • Episode 101: Housing at the Heart of Politics: A Deep Dive into Policies Shaping the Rental Market

    Episode 101: Housing at the Heart of Politics: A Deep Dive into Policies Shaping the Rental Market
    Oct 30 2024
    With an election days away, politics is top of mind for almost everyone. So, now seemed like a good time for the podcast to delve into the politics and policies that impact housing. David Howard is the CEO of the National Rental Home Council (NRHC), which advocates mainly for the single-family rental (SFR) sector. David walks us through the ins and outs of national, state, and local housing policies. We had a wide-ranging conversation primarily focused on the rental market, but we also touched on the for-sale world.
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    58 mins
  • Episode 100: John Burns Reflects on Housing Cycles, Market Trends, and the Future of Real Estate

    Episode 100: John Burns Reflects on Housing Cycles, Market Trends, and the Future of Real Estate
    Oct 25 2024
    To celebrate the 100th episode of the New Home Insights podcast, John Burns, founder and CEO of John Burns Research and Consulting, joins us. But it is not just John and me sipping a delicious IPA and commiserating. There is that, but this episode takes a 30,000-foot view of the long cycles of the housing market before delving into some current hot buttons—mortgage rates, affordability, public and private builders, and more.
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    58 mins
  • Episode 99: Data-Driven Investment Strategies: Don Mullen on SFR, Tech, and Housing’s Future

    Episode 99: Data-Driven Investment Strategies: Don Mullen on SFR, Tech, and Housing’s Future
    Sep 27 2024
    Diverse, tech-savvy, innovative—all fair when describing Pretium, one of the biggest real estate investment firms you may have heard of. Pretium has helped change how we invest in real estate. Pretium is impacting single-family rental (SFR), build-to-rent (BTR), fix and flip, mortgage originations, and even homebuilding through a menu of investment choices. Pretium Founder and CEO Don Mullen has been the primary driver behind Pretium’s rapid growth. Don recently joined our CEO, John Burns, at our Rental Communities Summit, and our latest New Home Insights Podcast episode is the result.
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    30 mins
  • Episode 98: Inside the Deal: M&A Insights with Rich Moriarty of Vestra Advisors

    Episode 98: Inside the Deal: M&A Insights with Rich Moriarty of Vestra Advisors
    Sep 6 2024
    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 financial behemoth Citibank. He co-founded Vestra Advisors last year and hasn’t skipped a beat, quickly becoming a key player in the homebuilder public finance and mergers-and-acquisitions (M&A) space. Join us for the latest episode of the New Home Insights podcast, where Rich walks us through the nuts and bolts of M&A, the strategy, the market conditions, the outlook, and more.
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    44 mins
  • Episode 97: Market Trends in Kitchen and Bath: A Deep Dive with NKBA’s Bill Darcy

    Episode 97: Market Trends in Kitchen and Bath: A Deep Dive with NKBA’s Bill Darcy
    Aug 16 2024
    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 the recently released 2Q24 KBMI report, in which K&B industry pros were slightly less bullish on 2024 growth. In the second quarter, the KBMI Index shifted down to 54 as firms lowered their expectations for near-term revenue growth.
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    51 mins
  • Episode 96: Leading Through Innovation: How Fortune Brands is Shaping the Future of Home

    Episode 96: Leading Through Innovation: How Fortune Brands is Shaping the Future of Home
    Jul 26 2024
    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 offerings, providing a more diversified imprint on our homes. They made a strategic decision to focus on what they did best and play in the parts of the home market that they believed had the best prospects. In this episode of The New Home Insights podcast, Nick joined me to talk about that evolution and his journey and share insights about Fortune Brands’ strategies, goals, values, and core commitment to technology and data.
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    53 mins
  • Episode 95: Building Success: Doug Bauer and the Growth of Tri Pointe Homes

    Episode 95: Building Success: Doug Bauer and the Growth of Tri Pointe Homes
    Jun 21 2024
    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 Bauer shares some highlights of Tri Pointe’s growth over the years.
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    42 mins