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Fireside Chat with Policy Expert John Duncan at Meridian Research Group
Tue, December 10, 2024
Ivy and the Zelman analysts hosted a fireside chat with John Duncan, Principal at Meridian Research Group, to discuss housing-related policy implications under the new Trump administration, including views on deportation, tariffs, the future of the GSEs and more.
Building Products Update
Mon, November 18, 2024
Adam hosted a call to discuss recent survey takeaways and company-specific views.
Homebuilding Update
Thu, November 14, 2024
Alan hosted a call to discuss recent survey takeaways and company-specific views.
Building Products and Existing Home Market Update
Fri, October 18, 2024
Adam and Ryan hosted a call to call to discuss recent survey takeaways, views on existing home turnover and home prices, and thoughts on building product stocks ahead of 3Q24 earnings season.
Homebuilding Update
Tue, October 15, 2024
Alan hosted a call to discuss recent survey takeaways and company-specific views.
Key Highlights of our Latest Macro Housing Forecasts
Mon, October 07, 2024
Zelman Analysts discussed our recently published macro housing forecasts.
View slides here.
View slides here.
Multifamily Rental Panel - 2024 Housing Summit
Fri, September 13, 2024
Mike Byrne - AEW Capital Management
Travis D’Amato - Walker & Dunlop
Thad Palmer - GID Investment Advisers
Single Family Rental Panel - 2024 Housing Summit
Fri, September 13, 2024
Scott Eisen - Invitation Homes
James Howley - Quinn Residences
Josh Pristaw - Real Estate at Pretium
M&A and Capital Markets Deal Activity - 2024 Housing Summit
Fri, September 13, 2024
Russ Devendorf - Smith Douglas Homes
Joshua Minix - AIR Communities
Tom Koos - PrimeSource Building Products
Mike Simanovsky - Conversant Capital