In this Industry News episode, Ryan Glick and Charles Covey begin with the Federal Reserve’s third straight rate cut, what that means for inflation, economic growth, and most importantly, the availability of financing for development projects. Charles also shares insights on how upcoming changes in Fed leadership might drastically shift interest rate policy heading into 2026 and beyond.
Next, they turn to the state of housing affordability. With 75% of U.S. homes now unaffordable for the typical household, Ryan and Charles discuss what this means for buyers, sellers, and developers alike. They highlight how a growing number of listings are being pulled from the market as sellers hold out for higher prices, and what this standoff means for builders hoping to enter the market with new products. They also explore how buyer behavior may be shifting permanently, with more homeowners opting to stay put instead of moving up.
The conversation moves toward solutions, including a discussion on smaller homes and denser development. Charles shares examples from San Antonio and DFW, where national builders are experimenting with compact lots and more affordable layouts. The episode touches on the trade-offs and profit margins for smaller builds, and how local zoning laws continue to stand in the way of widespread adoption.
Finally, they explore a new bill from the U.S. House, the Housing for the 21st Century Act, which aims to ease regulations, promote zoning reform, and expand access to factory-built housing. Ryan and Charles weigh in on whether the bill has enough traction to make an impact or whether it will fall into the usual cycle of partisan gridlock.
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.