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Real Estate Insiders Unfiltered

August 27, 2026

Does America actually have a housing shortage, or has the real estate industry been looking at the wrong numbers? In this episode of Real Estate Insiders Unfiltered, James Dwiggins and Keith Robinson sit down with Ryan, to examine the data behind the supposed housing shortage and what changing demographics could mean for the future of real estate. Ryan makes a provocative argument: while conventional wisdom says America faces a historic housing shortage, Zelman's research suggests the overall housing market is roughly balanced, with a modest undersupply of single-family homes and a modest oversupply of multifamily housing.

News Articles

Wealthion - Housing Market: Time To Be "Cautious" Given Current Prices

Wealthion - Housing Market: Time To Be "Cautious" Given Current Prices

Ivy shared her latest outlook for the national real estate market. "I don't think we have a cycle risk like we did in the last downturn, because of all the equity that's skin in the game, but I would be more cautious about investing across the board as a way to diversity at the level of price appreciation that we have seen. I would be more cautious, but with some exceptions based on the local markets..."

BiggerPockets - Housing Market "Yellow Flags" to Watch

BiggerPockets - Housing Market "Yellow Flags" to Watch

Ivy discussed the modern housing market, supply chain shortages, and overbuilding problems. She’s seeing multiple “yellow flags” that may signal stark changes within the housing market, either allowing you to scoop up better deals in the near future or at least mitigate loss when buying at these record-high prices.

Yahoo! Finance

Yahoo! Finance

Ivy spoke about the level of supply that’s right now being governed by supply chain bottlenecks.

Debt Financing Announcement: Realogy Holdings Corp. Priced Upsized $1 Billion of Senior Notes

Debt Financing Announcement: Realogy Holdings Corp. Priced Upsized $1 Billion of Senior Notes

Zelman served as Co-Manager for Realogy Holdings Corp. (NYSE: RLGY) in connection with its successful upsized $1.0 billion offering of 5.250% Senior Unsecured Notes due 2030. Realogy Holdings Corp. is the leading and most integrated provider of U.S. residential real estate services, encompassing franchise, brokerage, relocation, and title and settlement businesses. Realogy's diverse brand portfolio includes some of the most recognized names in real estate: Better Homes and Gardens® Real Estate, CENTURY 21®, Coldwell Banker®, Coldwell Banker Commercial®, Corcoran®, ERA®, and Sotheby's International Realty®.