Homebuilding Research
Zelman’s Homebuilding research delivers a clear, data-driven view of U.S. housing demand, pricing power, community-level trends, and builder performance. Through proprietary surveys and detailed analytical reports, we help homebuilders, investors, and lenders navigate shifting fundamentals and understand emerging opportunities across national, regional, and local markets.
Dream Finders Homes
Eyes Still on the Prize
Dream Finders Homes Financial Model
Macro Housing Quick Take
Decelerating Household Growth, Renters Outperforming
Homebuilding Comparable Financial Data
Public Company Information and Financial Ratios
Meritage Homes
Movin' On Up Back to Move Up
Meritage Homes Financial Model
Dream Finders Homes
Performance Mixed, Full-Year Outlook Maintained
Five Point Holdings
Despite Softer Near-Term Land Demand, Long-Term Value Attractive
M/I Homes
Solid Execution in a Tough Environment, Maintain Neutral Rating
M/I Homes Financial Model
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.