In this Industry News episode of The Land Development Podcast, Ryan Glick and Charles Covey dig into three major industry headlines. They start by reviewing the June 2025 residential construction and sales data from the U.S. Census Bureau. With housing completions down over 24% and single-family starts also sliding, Ryan and Charles explore what this means for the overall development pipeline, and why multifamily construction, especially in 5+ unit developments, is bucking the trend.
Next, the conversation shifts to a Globe Street report featuring ten industrial markets that are defying forecasts. Markets like Miami-Dade and Minneapolis-St. Paul are showing strong demand and low vacancy, while Phoenix and Las Vegas are feeling the effects of oversupply. The duo highlights how smaller industrial spaces are holding stronger than big-box formats, with localized infrastructure like ports and airports playing a major role.
The final segment covers political pressure surrounding interest rates. The hosts react to commentary from a recent Fox Business panel where Trump publicly pushes for deep rate cuts and criticizes Fed Chair Jay Powell. Ryan and Charles debate the possibility and risks of a 2-3 point rate cut, and how even a modest 0.5% shift could unlock a wave of pent-up real estate deals. They also discuss the broader implications of using rate policy as a political lever heading into an election year.
Ryan sits down with Peter Murphy Lewis to talk about how storytelling can help developers and builders attract better talent and build stronger teams. They break down simple, practical ways to use video and real stories to stand out in today’s labor market.
Keith Miller joins the show to talk about his focus on building attainably priced homes at scale in Montana, why he’s using factory-built housing, and what it really takes to bring new supply to fast-growing markets.
Ryan and Charles break down falling homebuyer demand, a heated TikTok debate on millennial housing choices, a proposed property tax hike in New York City, and what a shrinking U.S. population could mean for developers.