Read about Zelman in the media
May 27, 2026
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.
May 14, 2026
March 24, 2026
December 23, 2025
December 15, 2025
Ivy joined ‘Squawk Box’ to discuss the state of the housing market, impact of mortgage rates on homeownership, state of housing supply, and more.
In the current volatile market, property managers face a number of complex issues, from rising maintenance costs to longer days on market and shifting rent dynamics. On this episode, Marc sits down with Jesse Lederman, to dissect the latest single-family rental survey from Zelman. They discuss the critical trends impacting your business, including occupancy rates, renewal rent growth versus new lease rates, and the true cost of property maintenance.
Huge congratulations to Ivy on being named to the Forbes 50 Over 50 list in the Investment category! This annual list honors visionary leaders who are leveraging their experience, insight, and influence to drive meaningful impact - and Ivy is no exception. "I’ve had the pleasure and honor of working with Ivy for over 20 years and can unequivocally say that she has been a pioneer to both the Equity Research and Housing industries. When Ivy speaks, executives listen – and her ability to cut through the noise and highlight the important themes have helped companies and investors navigate many housing cycles. Congrats to Ivy on this well-deserved recognition and honor." Alan Ratner, Managing Director of Homebuilding.
Mark, Marisa, and colleague Adam Kamins are joined by Ivy to discuss the housing market outlook. She sheds light on a wide variety of topics, including disappointing demand, the persistent drag from mortgage rate lock, and a lack of listings, adding up to a bearish outlook for prices and sales. The group also touches on regional differences, why builders are pulling back, and the effect of policy changes around tariffs and immigration. Along the way, Marisa and Adam learn the answers to a few existential questions, including “Why am I here?”
Ivy spoke to Barry Habib and shared her perspectives on key trends including inventory levels, home and rent prices, migration patterns, construction trends, mortgage rates and more – both nationwide and in specific local markets.
Homebuilders are really challenged right now. Ivy joined ‘Squawk Box’ to discuss the April housing starts data, state of the housing market, pressures around housing affordability, and more.
Ivy joined Steve Eisman to discuss the current housing market. They explored the transformation of the homebuilding industry since the pre-crisis era, focusing on changes in balance sheets, land acquisition practices, and the impact on market dynamics. The episode delves into the affordability crisis, the factors behind it, and potential federal interventions to improve the situation. They also touch on the pressures sell-side analysts face and provide advice for young professionals entering the finance industry.
Feeling uneasy about the housing market? You’re not alone. Ivy joined the podcast for a no-nonsense breakdown of today’s real estate reality. Discover why the new home boom is slowing, and how eroding prices could reshape local markets. Ivy pulls no punches, offering straightforward, logic-based analysis of the forces at play. Get ready for a dose of calm in these uncertain times, as Ivy delivers the unfiltered truth about what’s happening in housing.
