"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.
Zelman served as Co-Manager on Century Communities' recent $500 million Senior Notes due 2033. Century Communities is one of the largest homebuilders in the U.S., focusing on entry-level, first and second time move-up, and lifestyle home buyers across 16 states and 45 markets.
Ivy joined CNBC’s Diana Olick to talk where she believes mortgage rates are headed, the trends she is seeing in home pricing, regional real estate trends.
In today’s volatile market, single-family rental owners and property managers are navigating longer days on market, reduced pricing power and incremental supply. Jesse chats with Marc Cunningham about the latest findings from Zelman’s Single-Family Rental Survey, including: Occupancy rate shifts, renewal rent growth vs. new lease rates and the real cost of property maintenance.
Ivy spoke to Adam Taggert about the real estate market remains a tangled mess. Commercial real estate has crashed hard under higher interest rates and tighter lending standards. However, higher mortgage rates have NOT brought down residential home prices, at least not on a national average...yet. That said, transactions remain frozen up, languishing at the lowest level in decades. Where is all this headed? Are things likely to get better, or worse, from here? In an increasing number of metros, especially where homebuilders are active, Ivy sees conditions starting to favor buyers.
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?”
