In this industry news episode, Ryan Glick and Charles Covey discuss three big headlines related to the current real estate and land development industry.
First, they explore growing distress in the multifamily housing market. With investor capital chasing fewer deals and credit stress rising, the conversation touches on how oversupply and aging assets are creating a gap between opportunity and risk. Charles breaks down where value might still exist, especially in older units that may be overlooked but offer affordable options.
Next, they examine a recent analysis from Zillow that suggests mortgage rates would have to fall to an unrealistic 4.43% to make housing broadly affordable again. Ryan and Charles break down how affordability varies dramatically across U.S. markets and why a one-size-fits-all view doesn’t work when analyzing housing trends.
They wrap up with the latest builder sentiment numbers showing a slight bump in optimism, yet ongoing economic uncertainty is holding buyers and builders back. Price cuts are widespread, but confidence remains below average. The episode closes with a broader conversation on AI bubbles, market corrections, and why long-term demand for housing remains strong despite short-term challenges.
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.