Housing Innovation Alliance, LLC’s Post

Asian investment in the US housing industry has the potential for significant impact on long-term market dynamics, influencing business growth, what we build + how we build it. During our Housing Innovation Summit, Currey Cornelius, Managing Director of Whelan Advisory Capital Markets discussed the growing trend, particularly from Japanese investors. Below you'll find a find a few takeaways from the presentation. Motivations for Asian Investors: ✔ Demographic headwinds in their home markets ✔Large capital reserves and low interest rates ✔US market's attractive demographics ✔US supply & demand imbalance Impact on US Market: ✔Increased M&A activity with Japanese companies acquiring US home builders ✔Opportunities for knowledge transfer in areas like offsite construction, where Japan is a leader ✔Potential for more competition & consolidation in the US housing industry Japanese Investors: ✔Major players include Sekisui House, Daiwa House, & Sumitomo Forestry. ✔They bring significant financial resources + long-term investment strategies. ✔They often partner with US homebuilders, allowing them to maintain market knowledge + brand identity. Looking ahead, this trend is expected to continue with Japanese companies likely focusing on further investments in homebuilders, alternative materials, and systems built solutions. University of Denver

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