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October 22, 2025

Following years of record in-migration and building activity, the Sun Belt and Mountain West are entering a new phase of balance. “There’s a herd mentality, for sure,” said Ryan McKeveny. “Homebuilders all gravitate to the same exact markets.” Our latest analysis shows that inventory across markets such as Austin, Denver, and Dallas has surged, while prices have softened year over year. In contrast, many Midwest and Northeast metros remain supply-constrained, supporting continued home price growth. Dive into the article for deeper insights into how regional housing dynamics are evolving.

News Articles

M&A Announcement - D.R. Horton Acquired Truland Homes

M&A Announcement - D.R. Horton Acquired Truland Homes

Zelman served as Exclusive Sell-Side Investment Banker to Truland Homes, the largest private homebuilder along the Gulf Coast, on its successful Company Sale to D.R. Horton, Inc., the largest homebuilder by volume in the United States (NYSE: DHI)

BiggerPockets - ‘08 Crash Predictor on The Biggest Danger Facing the Housing Market

BiggerPockets - ‘08 Crash Predictor on The Biggest Danger Facing the Housing Market

The housing market is stuck. Stubborn homeowners with low rates refuse to move, even as demand starts to pick back up. Homebuilders are driving ahead with more new construction homes, but is it too late to deliver the supply we so desperately needed only a year or two ago? Where is the housing market moving next, and how long will we be stuck in this standoff? Ivy successfully predicted the last housing crash, so what does she have to say about today’s market?

Business Insider - 2 top housing experts break down why they expect a downturn in prices...

Business Insider - 2 top housing experts break down why they expect a downturn in prices...

Ivy shared her thoughts on multifamily apartment rents pressure and the trajectory of housing prices. She's cautious and argued that the lack of supply on the market is not going to be a good thing. Ivy said, "demand is negatively impacted for two-thirds of the market," because about half of all homeowners have locked in mortgage rates of under 3.5% and about 90% borrowed at a rate under 5% — compared to the current national average of 6.3%.