Episode Summary
In this episode of The Landscape podcast, Evan Kinne and Edward Steffelin from George Smith Partners interview Tim Sullivan, Chief Advisory Officer at Zonda, about the current U.S. housing market. The discussion covers for-sale housing challenges and the emergence of build-to-rent communities, the impact of tariffs on construction costs, the housing affordability crisis facing the market, the contrast between public and private homebuilders, shifting rental demand patterns, and supply-side obstacles, with Sullivan emphasizing that "regulatory barriers -- not institutional investors -- are the biggest obstacle to increasing housing supply." The conversation provides insights into market dynamics shaping residential real estate development and policy challenges affecting housing availability.
