Our team produces independent research and custom consulting advice to help executives make the most informed decisions possible.
Aug 7 • 9 tweets • 3 min read
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🤯Home prices are falling in 35% of the country
[A thread]
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The housing market is cooling fast. Are you ready?
-Resale prices are down compared to one year ago in 53 of 150 markets we track, with declines spreading beyond Texas and Florida.
-New home prices, including builder concessions and incentives, have fallen -1.5% versus last year as builders have been caught with too many completed, unsold homes for the first time in many years.
-Resale prices have risen in 65% of the country over the last year, so pay attention to local dynamics. For our clients, we produce 70-page reports and have user-friendly dashboards with just about every stat we can think of on 100+ metro areas every month.
Jun 17 • 12 tweets • 2 min read
Navigating housing’s uncertainty—insights from our 2025 Summit (A Thread)
The big picture
Even with a looming slowdown, the firms that secure capital, scale operations, and lock in land today (institutionalization of land investing) will be best positioned to win when housing demand inevitably rebounds.
Our 2025 Housing Summit, held May 20–21 in Laguna Beach, brought together 165 housing industry executives for 2 days of strategic discussion, networking, and shared insights to inform future business planning.
