Read about Zelman in the media
May 05, 2026
If nothing breaks, nothing falls. That’s the underlying dynamic Alan Ratner points to in today’s housing market. While headlines signal stability, the real inflection point isn’t just rates or supply - it’s distress. For investors and operators, the focus shifts to a critical question: what could introduce that pressure, and how prepared is the market if it does? Hear Alan's full perspective.
March 24, 2026
December 23, 2025
December 15, 2025
November 12, 2025
November 10, 2025
November 05, 2025
Ivy's thoughts were referenced in this article regarding the lack of housing inventory given work from home and interest rates. "Recent bias, or the belief that recent events will occur again soon, keeps many of us, like the Fed, looking through the rearview mirror, missing what’s ahead."
Dennis was featured on CNBC discussing the consumer price index insight throughout 2023. “Our data is showing that there is deceleration…but the question is how quickly that deceleration unfolds.”
In a recent interview with Ted Oakley of Oxbow Advisors, Ivy's perspective on mortgage rates and the housing market demand were referenced within this article, "If we don't see any type of improvement in the economy and rates are stubbornly higher than 6%, I think you are going to see pricing continue to decline."
North Carolina’s capital had the biggest monthly drop in rents among major U.S. apartment markets where rates fell in November, the latest sign the nation's surge in rent increases is easing. This past week, Ivy was a guest on the Walker Webcast. She provided her thoughts on what's happening now with rent levels saying, "The October numbers were pretty ugly."
In a recent article about home prices and the fed tightening of rates, Zelman & Associates was referenced with our forecast where U.S. home prices might be headed: "Back in the summer, the boutique research firm forecasted that U.S. home prices would fall 4% in 2023 and another 5% in 2024. Fast-forward to November, and Ivy Zelman, founder of the firm, says we could now see a 20% peak-to-trough decline."
The Fed's fight against inflation has led to high mortgage interest rates, cooling housing demands. Alan provided his thoughts on the housing downturn which could be "a multi-year process as buyers and sellers are both likely to stay on the sidelines if they are unsatisfied with the offers they receive, or if higher rates dismay them."
In this episode, Willy welcomes Kris Mikkelsen, Ivy Zelman, and Aaron Appel.
Alan believes the housing market won't recover any time soon and a housing market recovery will take years. He said, "We were seeing levels of inflation, at least in our part of the world, housing, that clearly were not healthy, clearly were not sustainable," he said. "It should have been clear to everybody that if things continued at that level that there were going to be problems."
