John Burns LinkedIn Posts

Home construction costs have risen about 3% in the last year, ranging from lumber down 4% to concrete +=up 6%, according to our

Here is how much commercial real estate values have fallen in the last year, according to our survey of 714 CRE executives.

👇 Office

Mortgage Rates have less impact than most think.

2023 was a great reminder of the main conclusion in our 2016 white paper.

New home sales

I gotta believe this is a trend that will reverse - at least until the downtowns get revitalized after the current #workfromhome trend.

Will

Interesting article on the economic power of “peak Millennials” - those born in the early 1990s and now in their early 30s.
The

CBRE is predicting Multifamily starts will decline 70% this year exacerbating America’s Housing Affordability Crisis. Thankfully one Fed Board Member is being thoughtful

Hot off the press!!! 🔥 🔥 🔥 #jbrec
John Burns Research and Consulting proprietary Fear and Greed Index survey suggest that more

4 takeaways from Lowe's Companies, Inc. earnings call: 1) 4Q sales to pros were flat YoY vs. 6.2% overall sales decline; 2) Lowe's

In case you haven't seen it - you have to check out this new product from JBREC. Matt Saunders, CFA, CBE mentioned it

This is a big deal for the housing market.
While our projections show that the excess savings from the COVID era stimulus will

Fascinating and comprehensive NBER working paper documenting a shift in lending from traditional banks to nonbanks that has occurred, as the authors point

📉 Apartment REITs guide to moderate performance this year.

Earlier this month, all of the 6 apartment REITs we track commented on supply-side pressure

🏡💡 Let’s talk purchasing power! It's not just about home prices. People buy the monthly payment, not just the price tag. That's why

We set a very high bar for promotions, and Tracey Peyton vets each one for consistency across the organization.
I wish we had 40+

"You have to listen to the buyer."

Scott Laurie, CEO of Olsen Homes, joined our principal, Dean Wehrli, for an exclusive conversation that

🏡 🏔 The Summit 2024 is right around the corner!

Huge props to Rick Palacios Jr. for his exceptional work assembling this outstanding lineup

And with Blackstone’s big announcement yesterday, I expect to see more capital looking at rentals, since Blackstone’s track record is so amazing.
The

We just released our latest survey of Apartment Developers, Investors, and Operators, conducted in partnership with the National Apartment Association (Naahq).

The survey indicated

Here is the distribution of ownership of single-family rentals in the country.
Laws are being developed around the country to stop institutional home ownership.

If you are one of the hundreds (maybe thousands) of people who have asked me “when is the updated book of Big Shifts