Housing Policy Update
No New Programs Announced in Trump Davos Speech
Homebuilding Comparable Financial Data
Public Company Information and Financial Ratios
Western Markets Homebuilding Report
Absorptions Jump Sequentially, Still Below Year Ago
D.R. Horton
Executing Well, but Policy Catalyst Needed for Meaningful Upside
D.R. Horton Financial Model
D.R. Horton
A Solid Start to Earnings Season
Macro Housing Quick Take
Homebuilder Sentiment Declines from an Eight Month High
Builder Policy Update
Proposed Share Repurchase Restriction Likely Tied to Growth
Western Markets Homebuilding Report
Absorptions Improve Sequentially, Lagging Typical Seasonality
Macro Housing Quick Take
New Home Sales on the Rise, Specs on the Decline
Comprehensive Homebuilding Data and Insights
Zelman’s Homebuilding research blends real-time survey results with deep thematic and company-level analysis to reveal market conditions across every phase of the housing cycle.
The Homebuilding Survey tracks new-home sales, pricing, incentives, absorption rates, cancellations, construction timelines, lot supply, and buyer traffic, providing timely visibility into demand strength and operational performance.
Our Thematic Reports, including regional-focused studies such as Western Markets and granular Community-by-Community analyses, examine demographic drivers, migration patterns, affordability, permitting activity, supply constraints, and competitive dynamics across key metros.
Company-Specific Reports deliver detailed financial modeling, land and community pipeline evaluation, margin frameworks, and growth outlooks tailored to individual public builders and private operators.
Together, these research pillars offer a comprehensive understanding of near-term fundamentals and long-term structural trends shaping the homebuilding industry.