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.
Meritage Homes
A Prudent Pivot as Entry-Level Demand Remains Choppy
Beazer Homes
A Tough Start to the Year
PulteGroup
Solid Core Results; Awaiting 2026 Guidance
PulteGroup Financial Model
Century Communities Financial Model
Century Communities
Working Through Spec Inventory at a Cost
NVR
Valuation Premium Narrowed; Upgrading to Neutral
NVR Financial Model
M/I Homes
Core Business Healthy, Well Positioned if Demand Improves
Meritage Homes
Softer Core Performance as Focus Shifts to Share Buybacks
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.