New Home Insights Podcast

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.

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.

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.

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.

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