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Podcast: InsuranceAUM.com
Episode: Episode 334: Key Themes for 2025 – Affordability, Land-light Models, and Demographics
Description: In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, welcomes back Robert Clark, Chief Investment Officer and Founding Partner of Domain Real Estate Partners, for a timely discussion on the state of U.S. residential real estate. With affordability continuing to challenge buyers and mortgage rates remaining elevated, Bob offers a deep dive into how homebuilders are adapting their models in 2025, from navigating margin pressure and shifting demographics to embracing land-light strategies.
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The conversation explores the growing role of insurance capital in financing residential development and how institutional investors are responding to macroeconomic forces such as immigration p...