In this episode of The Land Development Podcast, Ryan Glick and Charles Covey dig into the latest housing market news and what it means for developers. They start by reviewing new construction and sales data released by the U.S. Census Bureau. From permits to completions, the numbers reveal both challenges and openings in the single-family and multifamily sectors.
The conversation then turns to Warren Buffett’s recent billion-dollar investment in Lennar and D.R. Horton. Ryan and Charles break down why Buffett might see long-term value in homebuilding despite current affordability concerns, and how his move signals confidence in the future of housing supply.
Next, they react to Jerome Powell’s remarks from the Federal Reserve’s annual meeting in Jackson Hole. With interest rate cuts on the table, Ryan and Charles consider what a quarter-point or half-point drop could mean for developers, builders, and buyers who have been waiting on the sidelines.
They wrap up with advice for forward-thinking developers. While national builders face shareholder pressure and are slowing down acquisitions, smaller developers have a chance to get land tied up for future delivery in 2026 and 2027. Ryan and Charles highlight where these opportunities are strongest, from growing southern markets to the Midwest.
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.