John Burns Research and Consulting

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@JBREC

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

(949) 870-1200 jbrec.com Joined January 2009

718 Following 16K Followers 3.8K Posts

Latest posts 5

John Burns Research and Consulting @JBREC Mar 7

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

🔗jbrec.com/insights/21st-…

jbrec.com The housing bill that will make affordability worse, not better Analysis of the 21st Century ROAD to Housing Act. Discover how new regulations on institutional investors may drive up rents and limit new supply.

John Burns Research and Consulting @JBREC Mar 5

Register now: The State of US Demographics and Consumers

🔗jbrec.zoom.us/webinar/regist…

📆 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 Mar 4

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

cnbc.com/2026/03/03/jap…

www.cnbc.com Japanese homebuilders go on a U.S. shopping spree Japanese companies now own 33 homebuilders that operate in the U.S. Once the most recent deals are closed, they will have close to 6% of U.S. market share.

John Burns Research and Consulting @JBREC Feb 20

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 ⬇️

youtube.com/watch?v=utrUl7…

John Burns Research and Consulting @JBREC Feb 5

“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:

wsj.com/economy/housin…

www.wsj.com Home Builders Turn to White House for Help on Inventory Glut Companies are devising a plan for a federally backed “rent-to-own” program to help reduce the biggest surplus of homes in many years.