From Buyers to Builders: Assessing the U.S. Housing Market

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All the Credit

From Buyers to Builders: Assessing the U.S. Housing Market

With Brian Barnhurst, CFA, Kaustub Samant & John Maxwell — Oct 7, 2025

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ALL THE CREDIT | EPISODE 64

As the post-COVID boom in housing activity transitions toward more normalized market conditions, PGIM assesses the state of the U.S. housing market. Hear our experts dissect housing fundamentals, as persistent affordability challenges and a cooler labor market collide with a structural shortage of homes and the onset of a Fed rate cutting cycle.

PGIM’s Brian Barnhurst, CFA, Global Head of Credit Research, hosts this discussion with Kaustub Samant, Head of Securitized Products Research, and John Maxwell, U.S. Leveraged Finance Credit Research Analyst.

Recorded on September 24, 2025.

Listen to All the Credit® podcast to find out what matters most in global fixed income and how it could impact your portfolio.

Listen Now

Speakers

Brian Barnhurst, CFA

Head of Global Credit Research
Kaustub Samant

Head of Securitized Products Research
John Maxwell

Credit Analyst, U.S. Leveraged Finance Credit Research

Thank you for your interest in PGIM Fixed Income.

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