Show Notes
In the latest episode of Beyond the Buildings, host Maiclaire Bolton Smith sits down with Cotality Chief Economist, Dr. Selma Hepp, and John Burns, founder and CEO of John Burns Research, to explore how built-to-rent communities and shifting investor strategies are reshaping the U.S. housing market.
In this episode:
2:04 – Dr. Selma Hepp breaks down the hard, property-level data behind the true footprint of institutional real estate buyers.
5:46 - John Burns explains how housing starts and localized supply dynamics dictate where builders decide to place competing rental projects.
9:40 - Why have built-to-rent (BTR) communities suddenly become the preferred asset class for major developers and builders?
11:19 - Can we ever build enough single-family homes to satisfy the intense, overlapping demand from both first-time buyers and active investors?
16:27 – Why are attached living spaces like duplexes and townhomes in Texas and Phoenix suddenly catching the eye of yield-hungry investors?
20:12 – Allie Barefoot breaks down the latest numbers in the housing market.
21:22 – What will the relationship between institutional capital, homebuilders, and individual homeownership look like by 2030?
Links: https://www.cotality.com/resources/webinars/navigating-the-institutional-investor-market
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