Our Building Products Panel discussed a wide variety of topics. From a residential end market perspective, the outlook for single-family new construction was the most positive given the growth in starts in 2023 and solid year-to-date trends. Though on-the-ground activity in home improvement remains sluggish, there is hope for a pickup as we move into 2H23. We also discussed pricing power, input costs, margins and the M&A environment.
Our Building Products Panel discussed a wide variety of topics. From a residential end market perspective, the outlook for single-family new construction was the most positive given the growth in starts in 2023 and solid year-to-date trends. Though on-the-ground activity in home improvement remains sluggish, there is hope for a pickup as we move into 2H23. We also discussed pricing power, input costs, margins and the M&A environment.
Our Homebuilding Panel provided a real-time update on sales trends during the early stages of the pivotal spring selling season. Other topics of discussion included the environment surrounding pricing and incentives, cost inflation, price point and market trends and the M&A outlook within the industry.
Our Real Estate Services Panel centered around the recent industry lawsuits and investigations, potential outcomes, and implications for agents and brokerages. Our panel also discussed how the industry is evolving more broadly – from growth in agent teams and higher-split / virtual brokerages, to the race to develop additional ancillary revenue streams.
Our Single-Family Rental Panel highlighted strong near-term demand indicators as seasonality returns to the business. The discussion also included high-level thoughts on the OER component of housing CPI, overall single-family rental fundamentals, the land side of built-for-rent deals, the supply outlook and political risk across the sector.
Ryan McKeveny discussed sector thoughts and takeaways from our recent Mortgage and Real Estate Broker Surveys.
Adam hosted a call to discuss recent survey takeaways and company-specific views.
Alan hosted a call to discuss discuss recent survey takeaways and company-specific views.
On the Walker Webcast, Willy was joined by Walker & Dunlop experts Ivy Zelman Executive Vice President, Research and Securities, Kris Mikkelsen, Executive Vice President, Investment Sales, and Aaron Appel, Senior Managing Director, Capital Markets. They covered hot topics facing the CRE industry including the potential impacts of the impending wave of loan maturities over the next three years, value-add vs. opportunistic strategies, trends they see in each of the asset classes, their outlooks for 2024, and so much more.
