Dec 1, 2025

Industry News: HUD Whistleblower Line, Housing Imbalance, and AI Fallout

In this industry news episode, Ryan and Charles cover HUD’s new hotline for reporting illegal residents in public housing, the growing divide in home pricing trends across the U.S., and whether OpenAI’s infrastructure deals are financially sustainable.

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Episode Overview

In this episode of The Land Development Podcast, Ryan Glick and Charles Covey explore three major industry topics. They start with a controversial move by the Department of Housing and Urban Development: the launch of a hotline encouraging the public to report illegal immigrants living in public housing.

Next, they shift to housing prices across the country. Drawing from a MarketWatch report, Ryan and Charles discuss the contrasting market conditions, some areas seeing price drops, others facing bidding wars. They share insights on how location, inventory levels, and buyer types are driving this split, while noting the pressures on both builders and buyers alike.

The episode also includes Zillow’s updated market forecast, revealing which cities are likely to see the biggest increases and declines in home values between now and 2026. Charles points out the surprising data out of Louisiana and offers analysis on why these markets may be underperforming, including population trends and insurance concerns.

Finally, the episode closes with a discussion on OpenAI’s staggering cloud infrastructure commitments and whether those deals are sustainable. With numbers that don’t seem to add up, Ryan and Charles raise concerns about whether this could lead to future bailouts or increased inflation. 

Guest Details
Charles Covey
Founder & President @ LandVest Development
Resources From Episode

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