Episodios

  • Sean Dobson on Rethinking Homeownership, SFR, and Housing Investment

    Sean Dobson on Rethinking Homeownership, SFR, and Housing Investment
    Mar 13 2025
    The best ideas are the ones that seem obvious—“Why didn’t I think of that?” Sean Dobson saw the pile-up coming before the Great Financial Crisis (GFC) crashed the housing market. Sean and his company, Amherst, built a model to assess the true value of every home in America and bet right on what followed the GFC. Sean then had another great idea. Families who were foreclosed on were pushed out of the for-sale market but still needed a suitable place to live. So Sean pivoted to single-family rental (SFR) in the early days when there was still plenty of doubt from investors and market watchers. Today, Amherst is a diverse financial services company for some of the largest investor entities in the world; think pension funds, major endowments, foundations, and sovereign wealth funds. SFR remains a key focus. Sean shares his insights on the SFR market, housing supply and NIMBYism, housing affordability, off-site construction, and more. Here are some highlights from the latest New Home Insights podcast episode.
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    1 h y 11 m
  • Building Trust: How Taylor Morrison Became America’s Most Trusted Homebuilder

    Building Trust: How Taylor Morrison Became America’s Most Trusted Homebuilder
    Feb 26 2025
    Most of us, even the CEO of a major homebuilder, don’t have a master plan for our lives. Sometimes, fate takes us to a place we never thought we would be. Sheryl Palmer’s journey started as a young advertising expert at McDonald’s, wound through homebuilder Del Webb, and eventually put her at Morrison Homes when it merged with Taylor Woodrow. Thirty days after that marriage in 2007, new builder Taylor Morrison asked her to take the reins. She hasn’t checked her rearview mirror since. Sheryl Palmer, Chairman and CEO of the sixth-largest homebuilder in the country by volume, joins us for this episode of New Home Insights.
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    57 m
  • Connecting Builders and Buyers: How Zillow is Redefining New Home Sales

    Connecting Builders and Buyers: How Zillow is Redefining New Home Sales
    Jan 10 2025
    Zillow is the unquestioned king of the existing home space, but it is not just about matching buyers with a resale. Zillow is big in the new home world as well. The company is partnering with homebuilders to empower them to reach potential buyers better, joining the melee for a buyer segment that often doesn’t realize they have other options. Qadra Evans is the Director of Industry Relations and Sales for New Construction at Zillow. Qadra helms Zillow’s efforts to help homebuilders use Zillow to expand their reach and put them on the radar of homebuyers who are not always reachable. Plus, we have some bold predictions for the 2025 housing market! Let’s review some highlights from my chat with Qadra on the latest episode of the New Home Insights podcast.
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    36 m
  • The 2024 Housing Market Unpacked: Challenges, Strategies, and Optimism for 2025

    The 2024 Housing Market Unpacked: Challenges, Strategies, and Optimism for 2025
    Dec 9 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 h y 4 m
  • Housing at the Heart of Politics: A Deep Dive into Policies Shaping the Rental Market

    Housing at the Heart of Politics: A Deep Dive into Policies Shaping the Rental Market
    Oct 29 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 m
  • 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 m
  • 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 m
  • 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 m