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.
Macro Housing Quick Take
January NHS Drop Sharply, Missing Estimates by Wide Margin
Homebuilding Comparable Financial Data
Public Company Information and Financial Ratios
Western Markets Homebuilding Report
Absorptions Remain Flat from Prior Week
Macro Housing Quick Take
Builder Sentiment Increases for the First Time in Three Months
Lennar
A Dim Light at the End of the Tunnel
Lennar Financial Model
Lennar
Mixed Quarter, but Have Margins Bottomed?
Macro Housing Quick Take
Strength in MF Starts Drives Upside Relative to Our View
State of the Builder Stocks
A Nuanced Backdrop, but Risk-Reward a Bit More Favorable
Homebuilding Survey
Solid February, but Global Macro Uncertainty Looms
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.