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Existing Home Sales Reaction & Survey Updates

Wed, July 24, 2024

Ryan discussed his thoughts on the recent June existing home sales data, shared our outlook for June pending home sales to be released next Wednesday, and discussed takeaways from our recent Mortgage & Broker Surveys.

Rental Market Update

Wed, July 24, 2024

Mark and Jesse Lederman hosted a call to discuss recent survey takeaways.

Building Products Update

Thu, July 18, 2024

Adam hosted a call to discuss recent survey takeaways and thoughts on building product stocks ahead of 2Q24 earnings season.

Homebuilding Update

Mon, July 15, 2024

Alan hosted a call to discuss recent survey takeaways and thoughts on homebuilding stocks ahead of 2Q24 earnings season.

Walker Webcast: Housing Market - Correction or Crash? with Ivy Zelman

Wed, July 10, 2024

Ivy and Willy discussed rising home prices and affordability challenges, her outlook on multifamily inventory and rent growth, rate cuts, widening spreads, land prices and accessibility, housing supply constraints, the role of manufactured housing in the affordable housing crisis, her overall macro-outlook on housing over the next 5-10 years and where she’s seeing real opportunity, the overallocation of institutional capital to multifamily and industrial, and much more.

Spotlight CC: Toll Brothers

Wed, July 10, 2024

Ivy and Alan hosted a fireside chat with Doug Yearley, Chairman & CEO and Marty Connor, CFO at Toll Brothers. They had a high-level discussion of the company’s key strategic initiatives and points of differentiation.
 

Key Highlights of our Latest Macro Housing Forecasts

Tue, July 02, 2024

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

Beneath the Waves of the Rising Tide, Mortgage & Real Estate Services Update

Mon, June 24, 2024

Ryan discussed his thoughts on our research report, Beneath the Waves of the Rising Tide, where we dig deeper into market-level movements in inventory and the resultant influence on home price trends. Also, he touches on the key takeaways from our recent Mortgage and Broker Surveys.
 

Spotlight CC: The Real Brokerage

Mon, June 24, 2024

Ryan and Ivy spoke to with Tamir Poleg, Co-Founder, Chairman and CEO of The Real Brokerage (REAX), a fast-growing residential brokerage posting 66-78% growth in agent count and closed transactions in 2023, moving up the ranks as now the 6th largest brokerage in the country. They discussed the company’s technology platform and agent value proposition, its brokerage and ancillary services growth initiatives, and broader views on the macro housing backdrop and brokerage industry dynamics.