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Base Camp - Welcome From Ivy Zelman
Mon, February 24, 2025
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
Mon, February 24, 2025
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.
Base Camp - Building Products Panel
Mon, February 24, 2025
Our Building Products Panel discussed current demand conditions across residential and non-residential markets. Overall, most markets remain sluggish, similar to 2H24, with pockets of relative strength in some non-residential verticals. We also touched on pricing, input costs and margins, which remain fairly stable, for now. Additionally, our panelists were constructive on the M&A environment as valuations have come down a bit and financial sponsors are less involved in the space than in the past.
Base Camp - Mortgage & Real Estate Services Panel
Mon, February 24, 2025
Our Mortgage & Real Estate Services Panel discussed 2025’s early trends from a homebuyer demand and sales perspective, while addressing affordability challenges and other headwinds to growth in the market. Panelists also discussed the competitive landscape and ways that technology and AI are playing a larger role in the real estate brokerage and mortgage industries.
Building Products & Existing Home Sales Update
Fri, February 21, 2025
Adam, Ryan and Marius hosted a call to discuss recent survey takeaways, company-specific views and insights into near-term existing home sales trends.
Homebuilding Update
Thu, February 13, 2025
Alan hosted a call to discuss recent survey takeaways and company-specific views.
New Year, New Administration: Key Themes for Housing in 2025 and Beyond
Wed, January 15, 2025
Zelman Analysts presented the most important aspects of our recently-refreshed macro housing forecasts. Download the slides here.
Building Products Update
Wed, December 18, 2024
Adam hosted a call to discuss recent survey takeaways and company-specific views.
Homebuilding Update
Tue, December 17, 2024
Alan hosted a call to discuss recent survey takeaways and company-specific views.