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.
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.
Where is the housing market headed amid volatile news on tariffs, mortgage rates, jobs data and more? Ivy joined a discussion with analysts Logan Mohtashami and Dale Wettlaufer who delve into the future of housing! Together, they unpack: rising home inventory in markets like Florida and Texas, builders under pressure from shrinking margins and rising costs, the evolving role of affordability, policy, and consumer sentiment, what elevated mortgage rates really mean for demand and home sales and predictions for the rest of 2025 and beyond
