Housing Policy Update
No New Programs Announced in Trump Davos Speech
Macro Housing Quick Take
December Pending Home Sales Index Reverses Lower
Tape Measure
Week of January 20, 2026
Macro Housing Quick Take
Homebuilder Sentiment Declines from an Eight Month High
Macro Housing Quick Take
December Existing Home Sales Rise, Exceeding Expectations
Macro Housing Quick Take
Housing CPI Halts Deceleration in December
Macro Housing Quick Take
New Home Sales on the Rise, Specs on the Decline
Tape Measure
Week of January 12, 2026
Macro Housing Quick Take
Delayed Starts Release Shows Sharp Decline in Activity
Tape Measure
Week of January 5, 2026
Comprehensive Macro Housing Research Insights
Zelman’s Macro Housing platform integrates proprietary analytics with thematic and sector-level forecasting to explain the forces shaping the housing economy.
Our Tape Measure tracks critical supply-and-demand indicators, affordability dynamics, demographic flows, construction trends, and price movements.
Thematic Reports, including deep dives such as Turning the Lights On, examine structural shifts in household formation, credit availability, migration patterns, and policy impacts.
The Macro Housing Quick Take provides succinct, data-rich updates that highlight the most recent inflections in sales, rents, inventories, rates, and consumer sentiment.
Our Sector-Specific Quarterly Forecasts offer forward-looking expectations across Building Products, Existing Home For-Sale, Homebuilding, Mortgage Finance, Rental Market, Consumer Behavior, and Manufactured Housing.
Together, these components deliver a unified view of macro trends shaping residential demand, construction levels, and capital flows.
How Zelman’s Macro Housing Research Shapes Market Outcomes
Zelman’s Macro Housing research empowers investors, strategists, operators, and policymakers with clarity in a sector influenced by economic volatility, demographic shifts, and policy reform. By combining proprietary indicators, thematic perspectives, and segment-level forecasts, our research helps users identify turning points, quantify risk, and anticipate market opportunities. This integrated framework delivers a forward-looking understanding of how macro forces interact across all major housing segments.