WEBVTT
00:00:05.519 --> 00:00:07.120
Hi, I'm Ronan.
00:00:07.280 --> 00:00:10.080
This week, we're looking at the forces reshaping housing.
00:00:10.240 --> 00:00:12.960
From Washington to Wall Street to the electric grid.
00:00:13.119 --> 00:00:14.560
And there's a lot to unpack.
00:00:14.720 --> 00:00:18.239
Congress recently passed the biggest federal housing package in decades.
00:00:18.480 --> 00:00:20.079
So, where are the new homes?
00:00:20.239 --> 00:00:23.120
The truth is, passing a law doesn't build a single house.
00:00:23.280 --> 00:00:34.880
The new 21st century Road to Housing Act includes reforms that could help increase housing supply by modernizing manufactured housing, streamlining permitting, expanding financing, and encouraging more affordable homes.
00:00:35.119 --> 00:00:38.240
But now the ball shifts to the Trump administration and HUD.
00:00:38.640 --> 00:00:49.280
HUD must write new regulations, update manufactured housing standards, launch pilot programs, and issue guidance that builders, lenders, and developers can actually use.
00:00:49.600 --> 00:00:53.840
Until that happens, many of the law's biggest promises remain just that.
00:00:54.159 --> 00:00:55.039
Promises.
00:00:55.280 --> 00:00:57.759
Here's why resilient homes matter more than ever.
00:00:57.920 --> 00:01:01.359
As a dangerous heat wave pushed electricity demand to the limit, the U.S.
00:01:01.439 --> 00:01:09.359
Department of Energy issued an emergency order allowing the Southwest Power Pool to fire up backup generators across 17 states to help prevent blackouts.
00:01:09.760 --> 00:01:11.680
The order highlights a growing reality.
00:01:11.840 --> 00:01:18.239
Our electric grid is under increasing pressure from extreme weather, rising electricity demand, and aging infrastructure.
00:01:18.480 --> 00:01:27.599
For builders and homeowners, that makes tighter building envelopes, better insulation, efficient HVAC systems, and backup power resilience essentials.
00:01:27.840 --> 00:01:33.040
Because here's the reality: a resilient home doesn't just save energy, it buys you time.
00:01:33.359 --> 00:01:39.760
A tight, well-insulated home stays cooler longer during a summer outage and warmer longer during a winter storm.
00:01:40.000 --> 00:01:45.439
Add battery storage or backup power, and you've got another layer of protection when the grid is under stress.
00:01:45.680 --> 00:01:51.359
As power outages become more common, resilience may prove to be one of the most valuable features a home can offer.
00:01:51.599 --> 00:01:57.120
You know climate risk has gone mainstream and one of the world's biggest investment firms starts treating it like investment risk.
00:01:57.280 --> 00:02:11.280
Henry Fernandez, CEO of MSCI, the company behind many of the world's leading stock market indexes, says investors who ignore climate risk are ignoring a growing factor in asset values, and, in his words, only have themselves to blame.
00:02:11.520 --> 00:02:26.800
To prepare clients for that future, MSCI recently acquired climate risk analytics firm First Street, adding climate risk data on billions of properties to better understand how flooding, wildfire, extreme heat, and other physical climate risks could affect long-term value.
00:02:26.960 --> 00:02:28.080
Here's the takeaway.
00:02:28.240 --> 00:02:32.960
If Wall Street is pricing resilience, the housing industry can't afford to treat it as an upgrade.
00:02:33.120 --> 00:02:36.000
It needs to become part of every home's value proposition.
00:02:36.159 --> 00:02:42.000
As states compete to attract AI data centers with billions of dollars in tax incentives, Congress is asking a new question.
00:02:42.240 --> 00:02:47.360
Should taxpayers reward every data center or only the ones built to the highest environmental standards?
00:02:47.520 --> 00:02:58.400
New federal legislation would tie certain tax incentives to lead certification, encouraging developers to build facilities that use less energy, conserve water, and reduce environmental impacts.
00:02:58.560 --> 00:03:00.240
It's a notable shift in thinking.
00:03:00.400 --> 00:03:06.560
Instead of offering incentives simply to create jobs, the proposal says public dollars should also reward better performing buildings.
00:03:06.719 --> 00:03:08.960
Here's a trend every builder should be watching.
00:03:09.199 --> 00:03:16.080
Business leaders are warning that climate, not tariffs or geopolitics, may become the biggest supply chain disruption of the next decade.
00:03:16.319 --> 00:03:27.039
Speaking of Bloomberg's Sustainable Business Summit in Singapore, executives said extreme weather is forcing companies to rethink how they source materials, manage inventory, and protect operations.
00:03:27.360 --> 00:03:32.639
The next delay on your job site may have less to do with the factory and more to do with the forecast.
00:03:32.879 --> 00:03:41.280
As storms, floods, wildfires, and extreme heat disrupt manufacturing and transportation, resilience isn't just about building stronger homes.
00:03:41.520 --> 00:03:44.000
It's also about building stronger supply chains.
00:03:44.159 --> 00:03:46.240
Here's another housing trend worth watching.
00:03:46.479 --> 00:03:54.639
Across the country, cities are rewriting zoning codes to allow accessory dwelling units, duplexes, and other missing middle housing, all with one goal.
00:03:54.879 --> 00:03:57.120
Creating more homes within existing neighborhoods.
00:03:57.280 --> 00:04:00.080
But at the luxury end of the market, the opposite may be happening.
00:04:00.240 --> 00:04:08.479
According to Inman News, some affluent buyers are purchasing neighboring homes, not to rent or redevelop them, but to combine them into larger private compounds.
00:04:08.719 --> 00:04:15.120
As cities work to create more housing on existing lots, what happens if private wealth starts taking homes off the market instead?
00:04:15.360 --> 00:04:23.279
It's still a niche luxury trend, but it's one city planners and local officials may want to watch as they balance private property rights with the growing need for housing.
00:04:23.439 --> 00:04:25.680
What does a healthy home mean to today's buyers?
00:04:25.839 --> 00:04:27.360
It depends on how old they are.
00:04:27.600 --> 00:04:38.240
New cognition smart data research shows that while clean air, safe water, and non-toxic materials remain the top wellness priorities overall, younger generations are redefining what healthy living really means.
00:04:38.480 --> 00:04:41.360
Baby boomers prioritize physical health and aging well.
00:04:41.600 --> 00:04:44.480
Gen X places the highest value on emotional well-being.
00:04:44.639 --> 00:04:47.839
But millennials in Gen Z are changing the conversation.
00:04:48.000 --> 00:04:55.759
Nearly 70% of millennials and two-thirds of Gen Z say calm, quiet, and stress reduction are among their top priorities at home.
00:04:55.920 --> 00:05:01.120
They're also much more likely to value natural light, biophilic design, and a strong connection to nature.
00:05:01.360 --> 00:05:03.600
Here's a milestone in high-performance home building.
00:05:03.759 --> 00:05:17.600
Beezer Homes has become the first builder to win four major awards in a single year in the 2026 ResNet-Cresnet Cross-Border Builder Challenge, which recognizes North America's highest performing homes based on independently verified HERS ratings.
00:05:17.920 --> 00:05:26.879
Beezer earned President's Awards in both the North and South, the Low Score Production Award and the Net Zero Award with an outstanding HERS index of negative 48.
00:05:27.040 --> 00:05:28.480
Here's what makes that impressive.
00:05:28.639 --> 00:05:31.439
These aren't marketing claims, they're measured results.
00:05:31.600 --> 00:05:41.279
Every HERS rating is independently tested and verified, giving home buyers confidence that their home will deliver the energy efficiency, comfort, and performance it's designed to achieve.
00:05:41.519 --> 00:05:44.160
Building one high performance home is an accomplishment.
00:05:44.319 --> 00:05:50.160
Building thousands with verified performance shows that high performance construction has moved into the mainstream.
00:05:50.399 --> 00:05:53.040
What if carbon accounting isn't just about compliance?
00:05:53.199 --> 00:05:54.879
It's about creating business value.
00:05:55.120 --> 00:06:05.040
On the latest episode of the valuation metric, Sarah Gutterman sits down with Gravity co-founder Jay Ruckelshaus to unpack California's SB 253 carbon disclosure law.
00:06:05.199 --> 00:06:11.680
Why its reporting deadline was delayed, and why measuring emissions is quickly becoming as important as measuring financial performance.
00:06:11.920 --> 00:06:14.639
Catch the full conversation on the valuation metric.
00:06:14.800 --> 00:06:15.600
Here's a clip.
00:06:16.000 --> 00:06:34.000
Just with the basics, as you said, California Senate Bill 253 requires large companies, really headquartered anywhere in the US, as long as they're doing some meaningful business in California and have overall a billion dollars in revenue per year to disclose every year their greenhouse gas emissions.
00:06:34.160 --> 00:06:41.279
And it's really the biggest, most important sustainability disclosure regulation in a generation in the US.
00:06:41.439 --> 00:06:57.120
And I think importantly for the CFO audience, is it kind of brings what used to be maybe more the province of marketing or kind of a nice CSR responsibility report that a company would put out once a year, really much more into language and terms that they'll be familiar with.
00:06:57.199 --> 00:07:06.560
There's an audit requirement that ramps up next year and essentially mandates companies' report emissions with the rigor with which they report financials.
00:07:06.959 --> 00:07:08.800
Time for our editor's product pick of the week.
00:07:08.959 --> 00:07:12.480
With Summer in Full Swing, here's a siding collection built for coastal living.
00:07:12.720 --> 00:07:24.800
LP Building Solutions LP Smart Side Expert Finish Coastal Capsule features six seaside inspired colors, including Sand Dunes, the company's 2026 color of the year, all in a sleek, brush smooth finish.
00:07:24.959 --> 00:07:26.480
But it's more than just good looks.
00:07:26.560 --> 00:07:36.319
The siding is engineered to stand up to moisture, hail, and harsh coastal weather, making it a great fit for homes from North Carolina to Florida and across the Gulf Coast to Texas.
00:07:36.480 --> 00:07:38.319
Check out the link in our show notes to learn more.
00:07:38.480 --> 00:07:42.160
As homes become more energy efficient, one question matters more than ever.
00:07:42.319 --> 00:07:44.319
How do you keep the air inside healthy?
00:07:44.560 --> 00:07:55.759
Tighter building envelopes, evolving energy codes, wildfire smoke, humidity, allergens, and higher homeowner expectations have made ventilation one of the biggest challenges in high performance construction.
00:07:56.000 --> 00:08:03.199
That's why you won't want to miss Green Builder Media's free live webinar with Panasonic on Thursday, August 13th at 2 p.m.
00:08:03.360 --> 00:08:03.839
Eastern.
00:08:04.000 --> 00:08:14.000
You'll learn when an energy recovery ventilator is the right choice, when an exhaust-only system still makes sense, and how to design healthier, quieter, code-compliant homes in every climate.
00:08:14.240 --> 00:08:15.519
Registration is free.
00:08:15.680 --> 00:08:18.079
Reserve your spot using the link in our show notes.
00:08:18.240 --> 00:08:18.959
That's a wrap.
00:08:19.120 --> 00:08:23.040
Until next time, keep looking for the ideas that are changing the way we build and live.
00:08:23.360 --> 00:08:32.639
Before you click away, make sure you subscribe to the podcast wherever you listen, and don't miss the daily coverage on sustainability, housing, and what's next for home building at greenbuildermedia.com.
00:08:32.799 --> 00:08:34.879
Stay informed, stay ahead.
00:00:05.519 --> 00:00:07.120
Hi, I'm Ronan.
00:00:07.280 --> 00:00:10.080
This week, we're looking at the forces reshaping housing.
00:00:10.240 --> 00:00:12.960
From Washington to Wall Street to the electric grid.
00:00:13.119 --> 00:00:14.560
And there's a lot to unpack.
00:00:14.720 --> 00:00:18.239
Congress recently passed the biggest federal housing package in decades.
00:00:18.480 --> 00:00:20.079
So, where are the new homes?
00:00:20.239 --> 00:00:23.120
The truth is, passing a law doesn't build a single house.
00:00:23.280 --> 00:00:34.880
The new 21st century Road to Housing Act includes reforms that could help increase housing supply by modernizing manufactured housing, streamlining permitting, expanding financing, and encouraging more affordable homes.
00:00:35.119 --> 00:00:38.240
But now the ball shifts to the Trump administration and HUD.
00:00:38.640 --> 00:00:49.280
HUD must write new regulations, update manufactured housing standards, launch pilot programs, and issue guidance that builders, lenders, and developers can actually use.
00:00:49.600 --> 00:00:53.840
Until that happens, many of the law's biggest promises remain just that.
00:00:54.159 --> 00:00:55.039
Promises.
00:00:55.280 --> 00:00:57.759
Here's why resilient homes matter more than ever.
00:00:57.920 --> 00:01:01.359
As a dangerous heat wave pushed electricity demand to the limit, the U.S.
00:01:01.439 --> 00:01:09.359
Department of Energy issued an emergency order allowing the Southwest Power Pool to fire up backup generators across 17 states to help prevent blackouts.
00:01:09.760 --> 00:01:11.680
The order highlights a growing reality.
00:01:11.840 --> 00:01:18.239
Our electric grid is under increasing pressure from extreme weather, rising electricity demand, and aging infrastructure.
00:01:18.480 --> 00:01:27.599
For builders and homeowners, that makes tighter building envelopes, better insulation, efficient HVAC systems, and backup power resilience essentials.
00:01:27.840 --> 00:01:33.040
Because here's the reality: a resilient home doesn't just save energy, it buys you time.
00:01:33.359 --> 00:01:39.760
A tight, well-insulated home stays cooler longer during a summer outage and warmer longer during a winter storm.
00:01:40.000 --> 00:01:45.439
Add battery storage or backup power, and you've got another layer of protection when the grid is under stress.
00:01:45.680 --> 00:01:51.359
As power outages become more common, resilience may prove to be one of the most valuable features a home can offer.
00:01:51.599 --> 00:01:57.120
You know climate risk has gone mainstream and one of the world's biggest investment firms starts treating it like investment risk.
00:01:57.280 --> 00:02:11.280
Henry Fernandez, CEO of MSCI, the company behind many of the world's leading stock market indexes, says investors who ignore climate risk are ignoring a growing factor in asset values, and, in his words, only have themselves to blame.
00:02:11.520 --> 00:02:26.800
To prepare clients for that future, MSCI recently acquired climate risk analytics firm First Street, adding climate risk data on billions of properties to better understand how flooding, wildfire, extreme heat, and other physical climate risks could affect long-term value.
00:02:26.960 --> 00:02:28.080
Here's the takeaway.
00:02:28.240 --> 00:02:32.960
If Wall Street is pricing resilience, the housing industry can't afford to treat it as an upgrade.
00:02:33.120 --> 00:02:36.000
It needs to become part of every home's value proposition.
00:02:36.159 --> 00:02:42.000
As states compete to attract AI data centers with billions of dollars in tax incentives, Congress is asking a new question.
00:02:42.240 --> 00:02:47.360
Should taxpayers reward every data center or only the ones built to the highest environmental standards?
00:02:47.520 --> 00:02:58.400
New federal legislation would tie certain tax incentives to lead certification, encouraging developers to build facilities that use less energy, conserve water, and reduce environmental impacts.
00:02:58.560 --> 00:03:00.240
It's a notable shift in thinking.
00:03:00.400 --> 00:03:06.560
Instead of offering incentives simply to create jobs, the proposal says public dollars should also reward better performing buildings.
00:03:06.719 --> 00:03:08.960
Here's a trend every builder should be watching.
00:03:09.199 --> 00:03:16.080
Business leaders are warning that climate, not tariffs or geopolitics, may become the biggest supply chain disruption of the next decade.
00:03:16.319 --> 00:03:27.039
Speaking of Bloomberg's Sustainable Business Summit in Singapore, executives said extreme weather is forcing companies to rethink how they source materials, manage inventory, and protect operations.
00:03:27.360 --> 00:03:32.639
The next delay on your job site may have less to do with the factory and more to do with the forecast.
00:03:32.879 --> 00:03:41.280
As storms, floods, wildfires, and extreme heat disrupt manufacturing and transportation, resilience isn't just about building stronger homes.
00:03:41.520 --> 00:03:44.000
It's also about building stronger supply chains.
00:03:44.159 --> 00:03:46.240
Here's another housing trend worth watching.
00:03:46.479 --> 00:03:54.639
Across the country, cities are rewriting zoning codes to allow accessory dwelling units, duplexes, and other missing middle housing, all with one goal.
00:03:54.879 --> 00:03:57.120
Creating more homes within existing neighborhoods.
00:03:57.280 --> 00:04:00.080
But at the luxury end of the market, the opposite may be happening.
00:04:00.240 --> 00:04:08.479
According to Inman News, some affluent buyers are purchasing neighboring homes, not to rent or redevelop them, but to combine them into larger private compounds.
00:04:08.719 --> 00:04:15.120
As cities work to create more housing on existing lots, what happens if private wealth starts taking homes off the market instead?
00:04:15.360 --> 00:04:23.279
It's still a niche luxury trend, but it's one city planners and local officials may want to watch as they balance private property rights with the growing need for housing.
00:04:23.439 --> 00:04:25.680
What does a healthy home mean to today's buyers?
00:04:25.839 --> 00:04:27.360
It depends on how old they are.
00:04:27.600 --> 00:04:38.240
New cognition smart data research shows that while clean air, safe water, and non-toxic materials remain the top wellness priorities overall, younger generations are redefining what healthy living really means.
00:04:38.480 --> 00:04:41.360
Baby boomers prioritize physical health and aging well.
00:04:41.600 --> 00:04:44.480
Gen X places the highest value on emotional well-being.
00:04:44.639 --> 00:04:47.839
But millennials in Gen Z are changing the conversation.
00:04:48.000 --> 00:04:55.759
Nearly 70% of millennials and two-thirds of Gen Z say calm, quiet, and stress reduction are among their top priorities at home.
00:04:55.920 --> 00:05:01.120
They're also much more likely to value natural light, biophilic design, and a strong connection to nature.
00:05:01.360 --> 00:05:03.600
Here's a milestone in high-performance home building.
00:05:03.759 --> 00:05:17.600
Beezer Homes has become the first builder to win four major awards in a single year in the 2026 ResNet-Cresnet Cross-Border Builder Challenge, which recognizes North America's highest performing homes based on independently verified HERS ratings.
00:05:17.920 --> 00:05:26.879
Beezer earned President's Awards in both the North and South, the Low Score Production Award and the Net Zero Award with an outstanding HERS index of negative 48.
00:05:27.040 --> 00:05:28.480
Here's what makes that impressive.
00:05:28.639 --> 00:05:31.439
These aren't marketing claims, they're measured results.
00:05:31.600 --> 00:05:41.279
Every HERS rating is independently tested and verified, giving home buyers confidence that their home will deliver the energy efficiency, comfort, and performance it's designed to achieve.
00:05:41.519 --> 00:05:44.160
Building one high performance home is an accomplishment.
00:05:44.319 --> 00:05:50.160
Building thousands with verified performance shows that high performance construction has moved into the mainstream.
00:05:50.399 --> 00:05:53.040
What if carbon accounting isn't just about compliance?
00:05:53.199 --> 00:05:54.879
It's about creating business value.
00:05:55.120 --> 00:06:05.040
On the latest episode of the valuation metric, Sarah Gutterman sits down with Gravity co-founder Jay Ruckelshaus to unpack California's SB 253 carbon disclosure law.
00:06:05.199 --> 00:06:11.680
Why its reporting deadline was delayed, and why measuring emissions is quickly becoming as important as measuring financial performance.
00:06:11.920 --> 00:06:14.639
Catch the full conversation on the valuation metric.
00:06:14.800 --> 00:06:15.600
Here's a clip.
00:06:16.000 --> 00:06:34.000
Just with the basics, as you said, California Senate Bill 253 requires large companies, really headquartered anywhere in the US, as long as they're doing some meaningful business in California and have overall a billion dollars in revenue per year to disclose every year their greenhouse gas emissions.
00:06:34.160 --> 00:06:41.279
And it's really the biggest, most important sustainability disclosure regulation in a generation in the US.
00:06:41.439 --> 00:06:57.120
And I think importantly for the CFO audience, is it kind of brings what used to be maybe more the province of marketing or kind of a nice CSR responsibility report that a company would put out once a year, really much more into language and terms that they'll be familiar with.
00:06:57.199 --> 00:07:06.560
There's an audit requirement that ramps up next year and essentially mandates companies' report emissions with the rigor with which they report financials.
00:07:06.959 --> 00:07:08.800
Time for our editor's product pick of the week.
00:07:08.959 --> 00:07:12.480
With Summer in Full Swing, here's a siding collection built for coastal living.
00:07:12.720 --> 00:07:24.800
LP Building Solutions LP Smart Side Expert Finish Coastal Capsule features six seaside inspired colors, including Sand Dunes, the company's 2026 color of the year, all in a sleek, brush smooth finish.
00:07:24.959 --> 00:07:26.480
But it's more than just good looks.
00:07:26.560 --> 00:07:36.319
The siding is engineered to stand up to moisture, hail, and harsh coastal weather, making it a great fit for homes from North Carolina to Florida and across the Gulf Coast to Texas.
00:07:36.480 --> 00:07:38.319
Check out the link in our show notes to learn more.
00:07:38.480 --> 00:07:42.160
As homes become more energy efficient, one question matters more than ever.
00:07:42.319 --> 00:07:44.319
How do you keep the air inside healthy?
00:07:44.560 --> 00:07:55.759
Tighter building envelopes, evolving energy codes, wildfire smoke, humidity, allergens, and higher homeowner expectations have made ventilation one of the biggest challenges in high performance construction.
00:07:56.000 --> 00:08:03.199
That's why you won't want to miss Green Builder Media's free live webinar with Panasonic on Thursday, August 13th at 2 p.m.
00:08:03.360 --> 00:08:03.839
Eastern.
00:08:04.000 --> 00:08:14.000
You'll learn when an energy recovery ventilator is the right choice, when an exhaust-only system still makes sense, and how to design healthier, quieter, code-compliant homes in every climate.
00:08:14.240 --> 00:08:15.519
Registration is free.
00:08:15.680 --> 00:08:18.079
Reserve your spot using the link in our show notes.
00:08:18.240 --> 00:08:18.959
That's a wrap.
00:08:19.120 --> 00:08:23.040
Until next time, keep looking for the ideas that are changing the way we build and live.
00:08:23.360 --> 00:08:32.639
Before you click away, make sure you subscribe to the podcast wherever you listen, and don't miss the daily coverage on sustainability, housing, and what's next for home building at greenbuildermedia.com.
00:08:32.799 --> 00:08:34.879
Stay informed, stay ahead.
