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Wealthion - Housing Weakness is Spreading to Luxury Buyers

October 28, 2026

Ivy explains why she sees more weakness in the U.S. housing market as mortgage rates squeeze affordability. Joining Maggie Lake, she challenges the housing shortage narrative and examines how demographics could reshape future demand. Zelman discusses builder incentives, land prices, private equity’s role in land banking and signs of improving rental demand. She also explains why she sees a prolonged slowdown rather than another 2008 housing crisis, alongside the pressures from construction costs and slower household formation.

Walker Webcast - CRE Market Outlook: Risks & Opportunities

October 21, 2026

M&A Announcement – Dream Finders Homes Acquisition of Beazer Homes

October 20, 2026

Housing Wire - Ivy Zelman Warns of Overbuilding as Household Growth Slows

September 30, 2026

CNBC - Closing Bell Overtime

September 22, 2026

CNBC - Fast Money

September 18, 2026

Charles Schwab - On Investing - The Housing Market's Demographic Reckoning (With Ivy Zelman)

September 11, 2026

News Articles

Wealthion - Housing Weakness is Spreading to Luxury Buyers

Wealthion - Housing Weakness is Spreading to Luxury Buyers

Ivy explains why she sees more weakness in the U.S. housing market as mortgage rates squeeze affordability. Joining Maggie Lake, she challenges the housing shortage narrative and examines how demographics could reshape future demand. Zelman discusses builder incentives, land prices, private equity’s role in land banking and signs of improving rental demand. She also explains why she sees a prolonged slowdown rather than another 2008 housing crisis, alongside the pressures from construction costs and slower household formation.

Walker Webcast - CRE Market Outlook: Risks & Opportunities

Walker Webcast - CRE Market Outlook: Risks & Opportunities

Willy Walker, CEO was joined by Walker & Dunlop experts Aaron Appel, Kris Mikkelsen, and Ivy Zelman for a candid discussion on the state of the market and what lies ahead. Together, they examined how shifting interest rates are impacting commercial real estate valuations, financing, and transaction activity, the growing challenges surrounding multifamily debt maturities, and emerging opportunities across the housing and office sectors. They also explored the risks surrounding AI and data center investment, the disconnect between consumer sentiment and spending, and what changing market dynamics could mean for investors.

M&A Announcement – Dream Finders Homes Acquisition of Beazer Homes

M&A Announcement – Dream Finders Homes Acquisition of Beazer Homes

Zelman served as Buy-Side Investment Banker to Dream Finders Homes (NYSE:DFH) on its successful acquisition of Beazer Homes (NYSE: BZH). The Combined platform will span 26 markets and approximately 520 active communities across the Southeast, Mid-Atlantic, Texas, the West, and the Midwest, covering 26 of the top 50 MSAs. The acquisition creates the sixth-largest U.S. homebuilder, with combined revenue of approximately $6.6 billion, roughly 13,000 annual closings, and is expected to generate over $100 million in annual run-rate cost synergies.

CNBC - Closing Bell Overtime

CNBC - Closing Bell Overtime

Alan joined ‘Closing Bell Overtime’ to talk the state of the homebuilder stocks after KB Home shares pop on quarterly beat.

CNBC - Fast Money

CNBC - Fast Money

Ivy joined CNBC’s Diana Olick at our Annual Housing Summit sharing her outlook on the housing market and how mortgage rates and inventory are shaping the market.

Real Estate Insiders Unfiltered

Real Estate Insiders Unfiltered

Does America actually have a housing shortage, or has the real estate industry been looking at the wrong numbers? In this episode of Real Estate Insiders Unfiltered, James Dwiggins and Keith Robinson sit down with Ryan, to examine the data behind the supposed housing shortage and what changing demographics could mean for the future of real estate. Ryan makes a provocative argument: while conventional wisdom says America faces a historic housing shortage, Zelman's research suggests the overall housing market is roughly balanced, with a modest undersupply of single-family homes and a modest oversupply of multifamily housing.