John Burns Research and Consulting

Register now: The State of US Demographics and Consumers 🔗jbrec.zoom.us/webinar/regist… 📆 Tues, March 31 | 10am PT | 1pm ET This 30-min deep dive pairs real-time migration and household formation trends with proprietary consumer research to give you a targeting map for the year.

Tomorrow! Join us for our recap of results from our CRE investor survey with @JBREC and @thecredaily. We'll be doing a deep dive into Multifamily and investors' outlooks for 2026. Registration link 👇

The proposed “21st Century ROAD to Housing Act,” which aims to make housing more affordable, includes provisions that will make housing more expensive. Our team has just released our full analysis of the bill 🔗jbrec.com/insights/21st-…

Japanese companies now own 33 homebuilders that operate in the US. Soon, they will have close to 6% of US market share. “These firms are well-capitalized, bring patient, low-cost capital and are building US platforms" said VP of Research Danielle Nguyen "They’re not short-term financial sponsors, they’re investing across land, development, and housing with a long runway" By @CNBC + @DianaOlick cnbc.com/2026/03/03/jap…

I touched on some of the same topics as the Citrini piece making the rounds today in our @JBREC all-client webinar last week. Risk to housing + consumer wealth is magnified in a narrow economic expansion, where growth is increasingly linked to the fortunes of AI 👇

The fix-and-flip market is heating up! Our latest survey with @JBREC shows an Fix-and-Flip Market Index of 62 for 4Q25. With 71% of investors planning to buy more homes in 2026, optimism is high. ow.ly/73z050Yj1wy #Kiavi #JBREC #RealEstateInvesting #FixandFlip

If 100+ homes is the new White House investor-buying ban threshold, just 6.3% of all single-family investors are affected (red bars), and 93.7% are in the clear (blue bars).

"Demographics in some ways moves like a glacier," VP of Demographics Research @EricFinnigan tells @TheCompoundNews "It’s very slow; you can see where it’s going and make some really intelligent decisions around that."

Eric and Ben touch on topics like: • The psychological impact of record-high home equity • Where affordability is pushing people to move • What the "Silver Tsunami" will look like • What % of Americans are mortgage-free • How immigration affects new home construction

While economic factors such as mortgage rates and home prices are volatile, demographics are steady and predictable That's why demographics are destiny in the housing market VP @EricFinnigan joins @TheCompoundNews and @awealthofcs ⬇️ youtube.com/watch?v=utrUl7…

“The biggest problem for the industry is that they’ve got the highest amount of unsold inventory since 2010 or 2011,” @RickPalaciosJr tells @WSJ Homebuilders are proposing new policies to the White House to address the surplus, including streamlining the federal permitting process or a "rent-to-own" program By @beccpicc, @_willparker_ , and @NicoleFriedman: wsj.com/economy/housin…

Cara Lavender, senior research manager at @JBREC, discusses where the housing market stands today and what to expect as 2026 progresses. Special thanks to Denim Marketing for sponsoring Radio! 🎙️ 🎧 Listen now: atlantarealestateforum.com/cara-lavender-…

“The homebuilders we talk to, they’re telling us they’ve got the highest unsold inventory since 2010, 2011,” John Burns Research & Consulting director of research @RickPalaciosJr says. “Supply is not the issue.”

Fannie and Freddie have already added ~$70B to their retained mortgage portfolios since May of last year. Adding another $200B would basically put the GSEs at their legal cap of $550B ($225B each).

Why isn't this fact more broadly known? Burns noted: "The number of rental homes in America began declining as many smaller investors sold their homes for a profit. This decline received almost no attention in the press." jbrec.com/insights/chart…

Institutional investors = 1% of US home purchases.

47 million rental units in the US, of which 14 million are single-family rentals. If you define ‘institutional’ as owning 1,000+ homes, they are 3.4% of the 14 million. If your threshold for ‘institutional’ is 100+ homes, it’s 7.2% ownership of all single-family rentals.

Director of Research @RickPalaciosJr summed up the 2025 market with one word: Underwhelming. Rick joined @Marketplace's panel of economists to share our 2026 housing forecast. Listen now 👇 marketplace.org/story/2025/12/…