Key Highlights of our Latest Macro Housing Forecasts

Ivy and the Zelman Analysts discussed our recently published macro housing forecasts. Slide presentation here.

Videos

Homebuilding Update
Homebuilding

Homebuilding Update

Alan hosted a call to discuss recent survey takeaways and company-specific views.

Base Camp - Multifamily Rental Panel
Apartments

Base Camp - Multifamily Rental Panel

Our multifamily rental panel dug deep into all the important topics in the apartment market today: operations, fundamentals, capital markets, development, investor sentiment, and market-level thoughts. Our panelists have more than 50 years of combined multifamily real estate expertise and their insights and outlooks for the year ahead are highly valuable.

Base Camp - Single-Family Rental Panel
Single-Family Rental

Base Camp - Single-Family Rental Panel

Our Single-Family Rental Panel discussion highlighted the delicate balance between supply and demand operators are facing across their markets. Also discussed was the growing acceptance of single-family rentals and built-for-rent from institutional investors, as the asset class continues to become more sophisticated and institutionalized, akin to multifamily sector maturation several decades ago. 

Base Camp - Welcome From Ivy Zelman
Macro Housing

Base Camp - Welcome From Ivy Zelman

Our 2nd Annual Base Camp focused on a comprehensive outlook of the housing market and surounding sectors for 2025, spearheaded by Ivy Zelman. In this opening video, Ivy touched on our latest macro forecasts.

Base Camp - Homebuilding Panel
Homebuilding

Base Camp - Homebuilding Panel

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, geographic and price point trends and thoughts surrounding a number of uncertainties with the new Administration, including potential impacts from tariffs and deportations.