Read about Zelman & Associates in the media
Tuesday, June 14, 2022
Is there a cooling happening in the housing market which will relieve homebuyers? Alan joined the show touching on rates, new home construction, inventory levels and stocks. "A protracted rally in homebuilder shares is unlikely alongside further tightening from the Fed. I continue to recommend a hedged approach to the group, where possible."
Watch HereThursday, May 19, 2022
Dennis discussed his thoughts on demographics and the implications for housing supply. “Everybody on the development side is looking backwards and saying, ‘Well, we’ve always had a million and a half housing starts a year, so we should get back to that,’ but they’re completely ignoring the fact that the demographic underpinning is different. They’ve convinced themselves there’s a huge supply shortage.”
Read HereWednesday, May 18, 2022
Are we in a housing bubble? Ivy was among an esteemed group of economists, lenders, and investors who shared their insights and offered analyses of how it compares with previous booms and busts, as well as some predictions for what could come next. Ivy's take, "I don't expect that we are going to see a crash but do expect pricing pressure."
Read HereMonday, May 16, 2022
Ivy joined Sara Eisen to discuss housing, pricing, mortgage rates, surges in land demand and the build-for-rent market. Ivy noted, "We’re seeing an inflection point in the housing market."
Watch HereSaturday, April 16, 2022
Ivy provided her thoughts about rising mortgage rates and surging home prices saying, "there is a lot more concern than there had been."
Read HereMonday, April 11, 2022
Our team commented on the magnitude of investor interest in the housing market right now, "Large investors have amassed some $89 billion in capital to spend on building or buying new rental homes and have deployed only about one-quarter of it."
Read HereSunday, April 10, 2022
Alan provided his thoughts on historical stock performance when mortgage rates climb. "Homebuilding stocks have generally not done well in a rising rate environment because investors anticipate that once rates go up, demand will eventually suffer and that will impact homebuilder profitability."
Read HereSaturday, April 9, 2022
In recent years, the housing market has been resilient, even during the pandemic. With house prices reaching new highs - how long can this last? Ryan commented on rising interest rates in this market, "describing the recent increase in mortgage rates as substantial would be an understatement." He went on to discuss affordability, "alongside a continued increase in home prices, primary-buyer affordability has quickly deteriorated, with our entry-level affordability index reaching 'stretched' territory for the first time since 2007 – contributing to our cautious outlook for home prices in 2023-24."
Read HereSaturday, April 9, 2022
Ivy provided her thoughts about the surge in home prices and how this market has been different from past bubbles, “It’s euphoric right now and there are definite signs of excess.”
Read HereTuesday, April 5, 2022
Ivy was mentioned in this article regarding her bearish view on the U.S. housing market due to issues stemming from a potential flood of supply that could hit the market.
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