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

    Homebuilder M&A in 2026: Geography, Scale, and the Long Game
    2026/05/22
    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.
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    42 分
  • Has Housing’s Spring Forward Stalled this Year?

    Has Housing’s Spring Forward Stalled this Year?
    2026/05/10
    Has Housing’s Spring Forward Stalled this Year? by John Burns Research and Consulting
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    44 分
  • Separating Fact from Fear: Institutional Investors, SFR, and the Housing Debate

    Separating Fact from Fear: Institutional Investors, SFR, and the Housing Debate
    2026/04/14
    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.
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    41 分
  • Built to Last: How a Japanese Home Builder is Challenging American Construction

    Built to Last: How a Japanese Home Builder is Challenging American Construction
    2026/03/20
    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.
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    50 分
  • The Year of Realignment: How Builders Should Adapt to Today's Buyer

    The Year of Realignment: How Builders Should Adapt to Today's Buyer
    2026/01/31
    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.
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    58 分
  • Smith Douglas Homes and Building Affordably by Design

    Smith Douglas Homes and Building Affordably by Design
    2025/11/26
    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.
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    30 分
  • The Avilla Advantage: NexMetro’s Josh Hartmann on Brand, Data, and BTR Strategy

    The Avilla Advantage: NexMetro’s Josh Hartmann on Brand, Data, and BTR Strategy
    2025/11/05
    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.
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    1 時間 1 分
  • How David Weekley Homes Balances Private-Company Culture with Public-Company Scale

    How David Weekley Homes Balances Private-Company Culture with Public-Company Scale
    2025/10/10
    In the new home world, we often divide builders into public and private. The idea is that the publics are the capital-rich, large-scale firms with a multi-regional presence that are gradually gobbling up market share from the smaller local private builders scattered throughout the country. But this ignores the “big privates”—homebuilders privately owned but with the size and resources to act like a “national.” David Weekley Homes is definitely a big private. The builder has spread from its Texas roots throughout the swath of the smile states (minus California, which hurts my feelings) and into the upper Midwest. On this episode of New Home Insights, Jay Brown, CEO, and Chris Weekley, President and Vice Chairman, walk us through David Weekley’s philosophy and strategy, expand on their expansion plans, and provide insight into how they view the market now and in the future.
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    57 分