Building Products

Base Camp - Building Products Panel

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.

Videos

Base Camp - Building Products Panel
Building Products

Base Camp - Building Products Panel

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

Base Camp - Mortgage & Real Estate Services Panel

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.

Homebuilding Update

Homebuilding Update

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

Building Products Update
Building Products

Building Products Update

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

Homebuilding Update

Homebuilding Update

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