A curated collection of thought pieces and industry deep-dives focused on the sectors that matter most to us. From emerging trends and market shifts to recent transactions and strategic forecasts, our reports deliver the insights you need to stay ahead.
The U.S. housing and residential construction market is at an inflection point. Activity has proven resilient, but momentum is shifting from high-cost, supply-constrained metros to faster-growing secondary and tertiary markets—where scale and capital strength define winners.
Elevated rates, affordability pressures, and limited resale inventory are pushing demand toward new construction, accelerating share gains for well-capitalized builders with land, financing, and pricing flexibility. Demographic tailwinds, migration, and institutional capital continue to support long-term demand, even as near-term volatility reshapes pricing and deal dynamics.
Our latest report cuts through the noise to examine consolidation, the growing divide between new and existing home markets, and where supply, capital, and opportunity are aligning next.