Thematic Research
Zelman’s thematic research offers a forward-looking perspective on the structural, demographic, and technological shifts defining the housing industry.
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2026 Housing Summit
State of the Housing Market Presentation
09/24/2026
State of the Builder Stocks
Key Drivers Moving in the Wrong Direction
09/14/2026
Benchmarking Residential Brokerage KPIs
Productivity Offsets Broad-Based Agent Attrition
08/31/2026
State of the Builder Stocks
Still Searching for Direction
08/13/2026
Themes in Focus Post Apartment REIT Results
Fundamentals Past the Trough, but Recovery Remains Uneven
08/07/2026
Charlotte Field Trip Wrap Up
Strength at the High End, Pressure at Entry Level
08/07/2026
A Decade Divided
The Troubling Trajectory of Demographics
07/22/2026
A Tide is Turning in Florida Housing
A Possible Precursor for Other High Inventory Markets
07/08/2026
State of the Builder Stocks
Upgrading DHI and NVR; Downgrading CCS, MHO and MTH
07/07/2026
Manufactured Housing Legislative Update
Federal and State-Level Reform Gaining Momentum
07/02/2026
Navigate the Housing Value Chain
Our Thematic Research Series cuts through the noise of the housing market. From high-level macro shifts to granular building product cycles, we provide the specialized intelligence you need to identify inflection points before they become consensus.
Dive Deeper in to our Thematic Research series through our Sector coverage. You can find specialised reports looking at what is driving shifts across all facet of the housing industry.
- Thematic Macro: Master the forces of rate cycles, labor markets, and policy shifts that define the "new normal" for housing.
- Thematic Homebuilding: Analyze the fundamentals—from land pipeline depth to the pricing strategies separating market leaders from the pack.
- Thematic REITs: Specialized valuations and structural analysis across the apartment, SFR, and manufactured housing landscapes.
- Thematic Mortgage Finance: Track the evolution of credit availability and the shifting flows between agency and private capital.
- Thematic Real Estate Services: Monitor brokerage KPIs, agent productivity, commission structures, and the competitive landscape reshaping residential real estate services.
- Thematic Building Products & Consumer: Anticipate demand cycles, competitive dynamics and pricing power within the materials, products and retail channels fueling construction.
- Thematic Manufactured Housing: Deep-dives into land-lease performance, the unique affordability play and REIT implications within this resilient segment.