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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

M&A Announcement - Evermore Homes Acquires Davidson Homes

M&A Announcement - Evermore Homes Acquires Davidson Homes

Zelman, a Walker and Dunlop Company (NYSE: WD), served as Exclusive Sell-Side Investment Banker to Evermore Homes on its successful company sale to Davidson Homes. Evermore Homes is a leading homebuilder in Alabama, Arizona, and Georgia submarkets focused on affordable entry-level, first move-up, and move-down homebuyers.

Charles Schwab - Headwinds & Tailwinds in the Housing Market (With Ivy Zelman)

Charles Schwab - Headwinds & Tailwinds in the Housing Market (With Ivy Zelman)

Ivy and Liz Ann Sonders discuss the challenges in the housing market and find a few reasons to be optimistic. They touched on the recent drawdown in the market and debate whether this a growth scare or something more lasting in the bond market. As well as what's the housing market outlook for 2025?

CNBC - Closing Bell Overtime

CNBC - Closing Bell Overtime

Spring home selling season off to slow start impacting homebuilders. Ivy spoke to Morgan Brennan about the homebuilders stock slump.

Walker Webcast - What's Shaping the 2025 Housing Market?

Walker Webcast - What's Shaping the 2025 Housing Market?

Ivy joined Willy Walker, CEO from Walker & Dunlop on the Walker Webcast. They discussed her outlook on the housing market, tariffs and the upward price impacts on the industry, the public vs. private homebuilding markets, the lock-in effect’s impact on existing inventory, home affordability issue she’s seeing, the privatization of Fannie and Freddie, the broader implications of the fires in LA, and much more.

Yahoo! Finance

Yahoo! Finance

Alan sat down with Yahoo Finance to discuss D.R. Horton’s outlook for 2025, the important of homebuilders who seek to alleviate pricing pressures for homebuyers, and more.