Épisodes

  • The New Land Financing Playbook: Flexible Capital Meets Cautious Builders

    The New Land Financing Playbook: Flexible Capital Meets Cautious Builders
    Sep 12 2025
    If there are two things that fuel real estate development, they are land and money. Oh, and design. Three things that—wait, the type of housing is huge, too, so product is another fundamental. So there are four—okay, there are a whole bunch of critical elements to the successful development of real estate, but let’s stick with land and money. Having those two things is indispensable, and they are also what Rodney Montag of Bedrock Land Finance is best at. Rodney understands the American real estate land market as well as anyone, and, through Bedrock, can provide builders and developers with the capital to realize their dreams. So we sat down with Rodney on the latest episode of the New Home Insights podcast and talked about exactly those things.
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    49 min
  • The Rental Rebound: Supply, Demand, and Demographic Shifts Driving Recovery

    The Rental Rebound: Supply, Demand, and Demographic Shifts Driving Recovery
    Aug 15 2025
    There is no housing market; there are housing markets. We all know that, but all too often forget. Now, as mortgage rates and increasing supply challenge the for-sale sector, rental supply has tapered from its peak, and that sector is firming. Moreover, dynamics vary, often markedly, depending on geography. The nation is dotted with dozens of rental markets that sum to a whole, but each has a different story. On this podcast, Chris Nebenzahl and Zak Nyberg join Dean Wehrli to weave us through the rental market maze. Chris is JBREC’s Vice President of Rental Research, who keeps an eye on national trends. Zak is a Vice President of our consulting practice who has conducted rental feasibility work throughout the Sun Belt markets and up the Atlantic Seaboard. We cover supply and demand, rental trends, regional variations, amenities, the capital markets, and more in this episode.
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    55 min
  • The Trader Joe's of Homebuilding

    The Trader Joe's of Homebuilding
    Jul 22 2025
    If you’re going to be the “Something of Something,” it is not bad to be the Trader Joe’s of homebuilding. You are big but not too big. You’re known for high quality and attentive service, but instead of ringing a bell for someone who just bought a bottle of that delicious almond sparkling wine, you have a key ceremony for someone who just bought a brand-new house. Beazer Homes CEO Allan Merrill joins us on the latest New Home Insights podcast to take a deep dive into Beazer’s strategy in our ever-changing and always-challenging housing market.
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    54 min
  • Resiliency Under Pressure: Can Housing Weather Choppy Economic Seas?

    Resiliency Under Pressure: Can Housing Weather Choppy Economic Seas?
    Jul 1 2025
    Tariffs, inflation, interest rates, jobs. All are factors that massively impact the housing market. As head of economic research and forecasting at Renaissance Macro Research, Neil Dutta tracks currents and trends across the globe. On Bloomberg TV or in Business Insider, Neil always tells it like it is. He recently joined the New Home Insights podcast to do the same. In this episode, Neil Dutta touches on not just economic trends but also lays out how he sees the US economy playing out—and how that will impact the housing market. Note: This episode was recorded on June 12, 2025.
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    37 min
  • From Wall Street to Main Street: How Avenue One Connects Local Pros with Institutional Capital

    From Wall Street to Main Street: How Avenue One Connects Local Pros with Institutional Capital
    Jun 4 2025
    Every great story has an “inciting incident,” something that propels the protagonist into action. For Ryan Stroker, Founder and CEO of Avenue One, that moment came when he realized there was a gaping disconnect between institutional capital and a vast array of comparatively smaller homebuilders that could thrive with better access to big money. But Ryan had also cut his teeth in the single-family rental world. Ryan’s background in the capital markets and his attention to detail and data made him and Avenue One a natural fit to connect capital to local builders and single-family operators.
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    56 min
  • Porches, Parks, and Placemaking: How DMB Turns Dirt Into Destinations

    Porches, Parks, and Placemaking: How DMB Turns Dirt Into Destinations
    May 2 2025
    Placemaking is the art hiding within the banalities of residential development. It is the color on canvas that transforms square footage and dwelling units per acre into homes, and homes into communities. DMB Development has been making great places since 1984, and the company’s President and CEO, Brent Herrington, has been helping them do that for almost 40 years. Brent provides his take on the key ingredients in the best recipes for great placemaking, highlights some of the best of those places, and, as a bonus, chats about DMB’s partnership with Disney and the new Storyliving communities that are beginning to take shape.
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    1 h et 19 min
  • Why This Spring Selling Season Isn’t Feeling Quite Like Spring Yet

    Why This Spring Selling Season Isn’t Feeling Quite Like Spring Yet
    Apr 25 2025
    Spring is a critical time of year for the housing market. The weather warms, foot traffic surges, and builders can bank sales. It is historically the height of the market, particularly in cooler climes. At JBREC, we constantly interact with new homebuilders, resale brokers, land brokers, building products folks, and other actors in the housing space to keep thumb and forefinger on the carotid artery of the housing market. Survey leaders Dillan Krieg, Cara Lavender, and Jody Kahn walk us through sales, incentives, buyers, strategies and tactics, what’s working and what’s not, and what headwinds have been heaviest in these unsettled times. And, as a special treat, we spend a little time with the legendary Jody Kahn, who shares some lessons learned from a storied career spanning almost forty years and still counting.
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    1 h et 6 min
  • From Gas Stations to Gross Margins: Ryan Marshall Runs PulteGroup Like a Well-Oiled Team

    From Gas Stations to Gross Margins: Ryan Marshall Runs PulteGroup Like a Well-Oiled Team
    Mar 28 2025
    PulteGroup CEO Ryan Marshall brings clarity, candor, and—since it is in the name of the show—insight into the latest episode of the New Home Insights podcast. You can tell he is not eager to talk about himself, but Ryan has a great story to tell. He shares his humble upbringing and early life lessons before dishing the inside scoop on running one of the biggest homebuilders in the country.
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    51 min