Episodes: 121
Frequency: Monthly
Rating: 4.8/5.0
Estimated listeners: 1k-10k
Gender skew: Male
Location: USA
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Dean Wehrli - Principal at John Burns Research and Consulting (JBREC). Dean manages residential and commercial real estate consulting assignments across the U.S., with deep knowledge of California’s Bay Area, Sa...
Bob Crowley - Housing Homebuilder M&a Strategy, Deal Drivers, Scale/geography, And What Could Break Deals
Josh Coven - Institutional Investors And Single-family Rental (sfr) Data, Institutional Ownership Assumptions, Rental Supply And Housing Price Impacts; Data Challenges
Homebuilder M&A in 2026: Geography, Scale, and the Long Game
May 22, 2026
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...
Has Housing’s Spring Forward Stalled this Year?
May 10, 2026
Has Housing’s Spring Forward Stalled this Year? by John Burns Research and Consulting
Separating Fact from Fear: Institutional Investors, SFR, and the Housing Debate
April 14, 2026
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 se...
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