New Home Insights Podcast

Hosted by John Burns Research and Consulting

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Episodes

124

Latest episode

Aug 2026

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About the show

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.

Listen to episodes

60 recent

August 28, 202655 min

The Great Demographic Reset: What Housing Demand Looks Like Now

Demographics usually move slowly. Over the past two years, they turned on a dime. Eric Finnigan, VP of Demographics Research at John Burns Research and Consulting, joins Dean Wehrli to unpack the demographic forces resetting housing demand. They cover the sharp reversal in immigration and its impact on buyers and construction labor, shifting domestic migration patterns, an aging buyer and renter profile, and why the national housing shortage no longer means what it used to.

July 2, 202646 min

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

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 markets across the country. That focus comes from the top down in the form of Eric Lipar, LGI’s co-founder and current Chairman and CEO. Eric joined Dean for a chat on this episode of the New Home Insights podcast.

June 5, 202648 min

How Wellness Concepts Are Shaping Our Communities

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 innovative communities for a while now, both as a developer and a consultant running the show at tst ink. Wellness is a housing trend, but it is far from a fad. For Teri, it is something infused in a community, embedded in its DNA. It has a variety of aspects and a menu of solutions. Teri recently joined me for the New Home Insights podcast to talk about wellness and also how she views housing innovation.

May 22, 202641 min

Homebuilder M&A in 2026: Geography, Scale, and the Long Game

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.

May 10, 202644 min

Has Housing’s Spring Forward Stalled this Year?

Has Housing’s Spring Forward Stalled this Year? by John Burns Research and Consulting

April 14, 202640 min

Separating Fact from Fear: Institutional Investors, SFR, and the Housing Debate

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.

March 20, 202649 min

Built to Last: How a Japanese Home Builder is Challenging American Construction

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 Bill Parcells and Bill Belichick, two of the most “demanding” (I’m being nice) coaches in NFL history. Now he works for Sekisui House. Sure, Sekisui once made him hold a ceramic panel with his bare hands while they scorched it with a blowtorch, but I bet he still feels like this is an upgrade. David joined us recently on The New Home Insights podcast to break down how Sekisui House U.S. is doing things differently.

January 31, 202658 min

The Year of Realignment: How Builders Should Adapt to Today's Buyer

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.

November 26, 202530 min

Smith Douglas Homes and Building Affordably by Design

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 Trends Summit for a live podcast. Greg offers his insights on building affordably by design, with an eye on the workforce families that form the backbone of American communities.

November 5, 20251 hr 1 min

The Avilla Advantage: NexMetro’s Josh Hartmann on Brand, Data, and BTR Strategy

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 BTR has grown and evolved, NexMetro Communities has played a key role in these changes. On this episode of the New Home Insights podcast, CEO Josh Hartmann joins me to talk about NexMetro, its philosophy, what drives it, his view of the market, and his take on BTR and its competition.