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Read more about Wealthion - Housing Weakness is Spreading to Luxury Buyers

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

CNBC - Closing Bell with Morgan Brennan

CNBC - Closing Bell with Morgan Brennan

Alan joined Closing Bell to discuss KB Home beating on top and bottom lines in their first quarter earnings report. Alan said, “The order growth was stronger than expected and I think what I'm looking forward to hearing on the call is what their pricing strategy was to achieve those orders..."

CNBC - Closing Bell with John Fortt

CNBC - Closing Bell with John Fortt

Alan joined Closing Bell to discuss Lennar's 1Q24 reported earnings. Alan said, “I think we could see a little bit of some near-term profit-taking on this, just given how strong the stock has been. Longer term, we think Lennar is a winner. Any significant pullback I would use as a buying opportunity.”

CNBC - The Exchange with Tyler Mathisen

CNBC - The Exchange with Tyler Mathisen

Ryan discussed the State of Housing, how the Fed’s moves will impact the sector and more. Ryan mentioned that he believes “existing home sales will see an upward tick this year.”

CNBC - Overtime with Jon Fortt

CNBC - Overtime with Jon Fortt

Ivy spoke to CNBC about Toll Brothers reported Q1 earnings today after the bell. With looming future Fed rate cuts, what can Toll tell us about the health of the housing sector? “Toll Brothers really blew it away,” Ivy said. “What we are seeing is the market accelerating into spring and therefore, there might be even a pullback in the need to buy down mortgage rates given the strength of the overall market right now.”

M&A Announcement - Dream Finders Homes Acquires Crescent Homes

M&A Announcement - Dream Finders Homes Acquires Crescent Homes

Zelman served as Exclusive Buy-Side Investment Banker to Dream Finders Homes in connection with its acquisition of the homebuilding assets of Crescent Homes. Dream Finders is one of the fastest growing publicly-traded homebuilders in the United States (NYSE: DFH).

CNBC - Squawk on the Street

CNBC - Squawk on the Street

Ivy joined Sara Eisen from CNBC discussing the state of market and potential rebound of home sales. She pointed out two important issues that are top of mind for the housing market - affordability and inventory.