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.
Macro Housing Quick Take
As Expected, Sharp Decel in Household Growth Per 3Q26 HVS
Dream Finders Homes
Beazer Deal Provides Self-Help Levers to Offset Tough Market
Dream Finders Homes Financial Model
Meritage Homes
Pivoting to Defense
Meritage Homes Financial Model
Homebuilding Comparable Financial Data
Public Company Information and Financial Ratios
D.R. Horton
Margin Pressure Accelerating, but Robust Cash Flow an Offset
D.R. Horton Financial Model
Dream Finders Homes
Noisy Quarter Ahead of BZH Deal, but Some Bright Spots
D.R. Horton
2027 Closings Expected to be Flat-to-Down 6%
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.