John Burns Research and Consulting

Our Mission is to help executives make the most informed decisions possible.

KPMG Advisory

Real Estate Consulting from 1989 to 1997
Audit Department (CPA) from 1985 to 1987

Senior Manager

Our research and consulting team collects and analyzes as much housing industry information as we can to help our clients make the most informed investment decisions possible. 

I am always on the lookout for better information to analyze, smart clients to help and learn from, and PALS (Passionate, Articulate, Likable, Smart) team members.  

Are you overwhelmed by the amount of data to analyze?
Do you find some of the data confusing and even conflicting?
Can we do most of the legwork for you so you can focus on informed decision-making?

Because we have very diligent processes and some of the smartest people I know, we can help you make great decisions quickly, efficiently and with confidence.

I started our business in 2001 because I saw too many executives making decisions without the benefit of thorough research, and I figured I could spend the money to figure it all out and then amortize the cost across a lot of companies.  So far, so good.

Specialties: Real estate market research, Housing Analysis, Strategic Planning, Financial Analysis and Valuation

Message me here or reach me at:
jburns@jbrec.com
949-870-1210

We don't need to build cheaper homes to solve the affordability problem. We just need more homes.

With AI help, I created 2 images that I hope convey the solution to housing affordability - a pyramid of homes increasing in price as you go up, with ladders that allow some households to move up to the next rung.

If you build 4 more homes in the $700K price range, that allows:
* 4 households to move up from the $600K price range, which allows 
* 4 households to move up from the $500K price range, and so on until 
* 4 homes currently priced at $200K become available for a first time buyer.

What happens to pricing? 

If these 4 new homes occur in:
* a growth market where 8 new households move in, prices go up less than they would have otherwise. 
* a balanced market where 4 new households move in, prices remain relatively flat.
* a no growth market with no household creation, prices likely fall.

We can house everyone without increasing prices faster than incomes or inflation if we just build more homes -at any price. 
The same is true for rentals.

And yes, there are more moving parts than this. But this is the message I find most local municipalities and affordable housing advocates miss. You don't have to build new homes that are inexpensive. 

John Burns

Our research and consulting team collects and analyzes as much housing industry information as we can to help our clients make the most informed investment decisions possible. 

I am always on the lookout for better information to analyze, smart clients to help and learn from, and PALS (Passionate, Articulate, Likable, Smart) team members.  

Are you overwhelmed by the amount of data to analyze?
Do you find some of the data confusing and even conflicting?
Can we do most of the legwork for you so you can focus on informed decision-making?

Because we have very diligent processes and some of the smartest people I know, we can help you make great decisions quickly, efficiently and with confidence.

I started our business in 2001 because I saw too many executives making decisions without the benefit of thorough research, and I figured I could spend the money to figure it all out and then amortize the cost across a lot of companies.  So far, so good.

Specialties: Real estate market research, Housing Analysis, Strategic Planning, Financial Analysis and Valuation

Message me here or reach me at:
jburns@realestateconsulting.com
949-870-1210

Long Huynh, MBA

We don't need to build cheaper homes to solve the affordability problem. We just need more homes.

With AI help, I created 2 images that I hope convey the solution to housing affordability - a pyramid of homes increasing in price as you go up, with ladders that allow some households to move up to the next rung.

If you build 4 more homes in the $700K price range, that allows:
* 4 households to move up from the $600K price range, which allows 
* 4 households to move up from the $500K price range, and so on until 
* 4 homes currently priced at $200K become available for a first time buyer.

What happens to pricing? 

If these 4 new homes occur in:
* a growth market where 8 new households move in, prices go up less than they would have otherwise. 
* a balanced market where 4 new households move in, prices remain relatively flat.
* a no growth market with no household creation, prices likely fall.

We can house everyone without increasing prices faster than incomes or inflation if we just build more homes -at any price. 
The same is true for rentals.

And yes, there are more moving parts than this. But this is the message I find most local municipalities and affordable housing advocates miss. You don't have to build new homes that are inexpensive.

Why is there a massive housing shortage?
How about a 25% decline since the beginning of Covid-19 in the number of actively selling new home communities nationwide?!

Privately-owned home builder communities are down 27%, and publicly-traded home builder communities are down 20%.

I was quite surprised to learn that debt and equity capital is returning to the apartment market, both for development and acquisition.

Here is our latest survey on development financing.

Thank you to the National Apartment Association (Naahq) for partnering with us on this.

We set a very high bar for promotions, and Tracey Peyton vets each one for consistency across the organization.
I wish we had 40+ titles on the career path since most people just keep getting better and better every year, per a lot of very positive feedback I hear all year long from our clients.

#WFH is a huge boon for home builders.
1. People can live further from work, where there is land, increasing demand where the home builders tend to build.
2. Existing homes were not designed with working from home in mind.

https://lnkd.in/gD4NYTi7

wsj.com • Subscription may be required

Working From Home Could Be Great—With These New Features

What gives?
Despite concluding that:
* we most likely added 4 million more immigrants than usual the last 2 years, and 
* housing demand (especially rental demand) is picking up because of immigration, 

494 remodelers we just surveyed with the help of Patrick O'Toole and Paul DeGrandis report that labor is getting harder to find - not easier.

Immigration and nationwide high-speed internet have increased housing demand and provided an affordability solution for many.

https://lnkd.in/gszCPEXi

jbrec.com • 2 min read

Immigration Fuels Largest 1-Year Population Increase in US History

Home design tips for challenged Gen Z home buyers:
* Willing to compromise on an attached garage and a dining area
* Unwilling to compromise on storage, great rooms, & outdoor connections 

Just a few of the findings from Jenni Nichols and the New Home Trends Institute team. 

https://lnkd.in/gu6WJziC

probuilder.com • 4 min read

What Gen-Z Buyers Really Want in a Home

"Wall Street Has Spent Billions Buying Homes."

Read the entire article before commenting.

Another misleading headline designed to generate buzz by the sales team at The Wall Street Journal

Another great article by a @WSJ reporter, this time Will P.

https://lnkd.in/dp5ZP7ye

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