Homebuilding Research & Market Intelligence
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.
Tri Pointe Homes
Going Private, All-Cash Acquisition by Sumitomo Forestry
NVR
Lowering Estimates and Valuation Following 10-K Filing
NVR Financial Model
Homebuilding Comparable Financial Data
Public Company Information and Financial Ratios
State of the Builder Stocks
Risk-Reward Balanced; All Eyes on Spring Selling Season
Homebuilding Survey
Entering the Selling Season With Cautious Optimism
Taylor Morrison
Valuation Provides Support During Build-to-Order Pivot
Taylor Morrison Financial Model
Taylor Morrison
Core 4Q25 Results Solid; 2026 Guidance Lighter Than Expected
Western Markets Homebuilding Report
Absorptions Decline Sharply, Below Typical Seasonality
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.