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John Burns Research and Consulting retweeted
If you haven’t done a remodeling project in a while, the ‘sticker shock’ can be a rude awakening (see chart).
This is a big part of why remodeling continues to struggle, and our forecasts remain flat.
John Burns Research and Consulting retweeted
📈 National flip sentiment may be on the rise.
44% of investors expect good sales activity over the next 6 months, according to a recent Kiavi + @JBREC survey.
Read our full breakdown:
🔗 ow.ly/6j5R50Z1fLb
#Kiavi #RealEstateInvesting #FixAndFlip #JBREC
ALT John Burns Research & Consulting + Kiavi chart showing 44% of flippers expect good sales over the next 6 months, representing the highest nationwide house flipping market optimism since 1Q24.
John Burns Research and Consulting retweeted
@JBREC + Kiavi Q1 2026 Fix and Flip Survey | Kiavi reports record shift toward rental properties
bit.ly/4vc9g63
#FinTech #KiaviNews
John Burns Research and Consulting retweeted
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. wsj.com/economy/housing/how-…
John Burns Research and Consulting retweeted
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.
Florida’s migration patterns are changing. Residents in their prime working years are heading to other states, while fewer people are arriving. on.wsj.com/4tYhBtI
John Burns Research and Consulting retweeted
In #Dallas, renting a home hasn’t been this affordable since 2008.
John Burns Research and Consulting retweeted
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 retweeted
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 👇
John Burns Research and Consulting retweeted
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.
ow.ly/73z050Yj1wy
#Kiavi #JBREC #RealEstateInvesting #FixandFlip
ALT Real estate investors reviewing renovation blueprints and floor plans, symbolizing market growth and fix and flip scaling opportunities.
John Burns Research and Consulting retweeted
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 retweeted
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: atlantarealestateforum.com/c…
John Burns Research and Consulting retweeted
“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.”
John Burns Research and Consulting retweeted
Fannie and Freddie have already added ~$70B to their retained mortgage portfolios since May of last year.
Adding another $200B would basically put the GSEs at their legal cap of $550B ($225B each).
NEW: Trump says he's instructing unnamed representatives to buy $200 billion in MBS in a bid to narrow mortgage spreads and bring down rates.
John Burns Research and Consulting retweeted
Why isn't this fact more broadly known?
Burns noted: "The number of rental homes in America began declining as many smaller investors sold their homes for a profit. This decline received almost no attention in the press."
jbrec.com/insights/charting-…
John Burns Research and Consulting retweeted
47 million rental units in the US, of which 14 million are single-family rentals. If you define ‘institutional’ as owning 1,000+ homes, they are 3.4% of the 14 million. If your threshold for ‘institutional’ is 100+ homes, it’s 7.2% ownership of all single-family rentals.
John Burns Research and Consulting retweeted
The qualified buyer pool for housing has shrunk immensely in recent years.
John Burns Research and Consulting retweeted
Last week, @JBREC clients got access to a new piece from me and @EricFinnigan on how recent policy changes are reshaping the housing market for non-permanent residents (NPRs).
One notable finding: new FHA mortgages to NPRs have dropped to near-zero following a rule change in May.
NPRs made up ~4% of FHA loan volume nationally in 2024; more in some markets, especially in FL.
John Burns Research and Consulting retweeted
Cara Lavender with @JBREC discusses the factors shaping today’s housing market and her predictions for 2026.
Special thanks to @denimmarketing for sponsoring Radio!
Listen to the full episode: atlantarealestateforum.com/a…
