John Burns Research and Consulting

Our team produces independent research and custom consulting advice to help executives make the most informed decisions possible.

[Kiavi Funding Inc. @kiavi_inc]

@JBREC + Kiavi Q1 2026 Fix and Flip Survey | Kiavi reports record shift toward rental properties

https://t.co/EwHn2XX3e5

#FinTech #KiaviNews

[Ean Rottler @EanRottler]

The 2026 US Consumer Economy in 4 Charts:
- CPI Inflation: +3.8% YOY
- 30-year mortgage rates back above 6.5%
- Gasoline prices: +46% YOY
- Consumer Sentiment at an all-time low
#jbrec #economy

[Rick Palacios Jr. @RickPalaciosJr]

Housing affordability has improved nationally despite stubbornly high interest rates; it’s just happening at a glacial pace, driven by rising incomes and flattish home prices. https://t.co/t5vTmmI1Br

[Eric Finnigan @EricFinnigan]

We've been calling out the statewide Florida demographic slowdown to clients for the past year+.

I was talking with a homebuilder in Nashville last week. They're seeing fewer California transplants but more buyers from Florida. Go figure.

[Rick Palacios Jr. @RickPalaciosJr]

In #Dallas, renting a home hasn’t been this affordable since 2008.

[Kiavi Funding Inc. @kiavi_inc]

The @JBREC + Kiavi Fix-and-Flip Market Index hit 62 in 4Q25. 📈

Market expansion is here, and 71% of investors plan to buy more in 2026.

Read the full breakdown.

👉 https://t.co/JilxbYcZMb

#Kiavi #FinTech

[Alex Thomas @housing_alex]

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 👇

[John Burns Research and Consulting @JBREC]

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

🔗https://t.co/xQGbRUu87Y

[John Burns Research and Consulting @JBREC]

Register now: The State of US Demographics and Consumers

🔗https://t.co/UNuY3hEAor

📆 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.

[John Burns Research and Consulting @JBREC]

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

https://t.co/xBUKJh9hcq

[Alex Thomas @housing_alex]

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 👇

[Kiavi Funding Inc. @kiavi_inc]

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.

https://t.co/HTW24yWSa9

#Kiavi #JBREC #RealEstateInvesting #FixandFlip

[Rick Palacios Jr. @RickPalaciosJr]

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).

[John Burns Research and Consulting @JBREC]

"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."

[John Burns Research and Consulting @JBREC]

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 ⬇️

https://t.co/E65by9SZpO

[John Burns Research and Consulting @JBREC]

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

[John Burns Research and Consulting @JBREC]

“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:

https://t.co/UrXy4cuXwu

[Atlanta RE Forum @AtlantaREForum]

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: https://t.co/n8sHBOrFmn

[Yahoo Finance @YahooFinance]

“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.”