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Real Estate Insiders Unfiltered

August 27, 2026

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.

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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.

CNBC - The Exchange

CNBC - The Exchange

"Home affordability is still a big problem," said Ivy as she spoke with CNBC, sharing her perspective on July existing-home sales and the affordability dynamics influencing buyers and the broader housing landscape.

Barron's - Welcome to the Mansion Economy. $10 Million Is Barely Enough.

Barron's - Welcome to the Mansion Economy. $10 Million Is Barely Enough.

The article highlights a striking divide in the U.S. housing market: luxury real estate is booming while the broader market remains sluggish. Fueled by soaring stock-market wealth and the AI and tech boom, ultrawealthy buyers are driving record demand for multimillion-dollar homes, particularly in San Francisco, Los Angeles, New York, and South Florida. Team Zelman provided key insights for the article, with its research showing that the highest third of the U.S. housing market has outperformed the lowest third in existing-home prices for nine consecutive quarters. Meanwhile, ordinary buyers continue to face limited inventory, affordability challenges, and weaker sales, underscoring the growing divergence between the luxury and workforce housing markets.

Wealthion -  Everything You Believe About the Housing Market Is Wrong

Wealthion - Everything You Believe About the Housing Market Is Wrong

Is the U.S. really facing a housing shortage? Ivy says the data tells a very different story. Tune into a conversation with Maggie Lake from Wealthion and Ivy who explained why the housing market has become a tale of two Americas, why affordability is the worst it's been in decades, and why the biggest problem isn't simply a lack of homes. She breaks down where home prices are still rising, where supply has surged, why younger Americans are struggling to buy, and why, despite popular belief, she believes the U.S. housing market is much closer to balance than many investors realize.

M&A Announcement - Holiday Builders acquired by Stanley Martin Homes

M&A Announcement - Holiday Builders acquired by Stanley Martin Homes

Zelman served as Exclusive Sell-Side Investment Banker to Holiday Builders on its successful company sale to Stanley Martin Homes, a Daiwa House subsidiary. Holiday Builders is among the top-ranking homebuilders in the U.S. Since inception, Holiday has delivered more than 40,000 homes throughout Florida and the Gulf Coast driven by its reputation for building high-quality, affordable single-family homes in traditional and just-in-time communities.

CNBC - Squawk on the Street

CNBC - Squawk on the Street

"Our housing market is balanced" said Ivy who joined 'Squawk on the Street’ to discuss demographics’ impact on housing, the state of the housing market, and more. She touched on our recent report, A Decade Divided: The Troubling Trajectory of Demographics. The report challenges the prevailing narrative of a severe housing shortage. Our analysis of declining birth rates, aging populations, and reduced immigration levels are leading to slower household growth projections for the coming decade.

Debt Capital Markets Announcement - Invitation Homes’ $500M Senior Notes

Debt Capital Markets Announcement - Invitation Homes’ $500M Senior Notes

Zelman served as Co-Manager on Invitation Homes’ recent $500 million senior notes offering due 2032 (NYSE: INVH). Invitation Homes is the nation’s premier single-family home leasing and management company, helping to expand housing through new development and strategic partnerships.

CNBC - Squawk on the Street

CNBC - Squawk on the Street

Alan joined 'Squawk on the Street’ to discuss the impact of higher mortgage rates on homebuilders, whether housing is also seeing a ‘K-shaped economy,’ and more.