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Macro Housing

Quarterly Macro Forecasts Update

Zelman Analysts presented the most important aspects of our recently-refreshed macro housing forecasts. Our macro housing forecasts thoroughly capture our latest insights, canvassing over 40 data points, many of which are proprietary. 

Section Start Times:
02:00 — Mortgage Finance and Existing Homes
08:45 — Homebuilding / New Homes
17:12 — Manufactured Housing
22:56 — Single-Family Rental
27:46 — Multifamily Rental
30:24 — Homecenters and Consumer
33:11 — Building Products
37:11 — Q&A

Videos

Quarterly Macro Forecasts Update Macro Housing

Quarterly Macro Forecasts Update

Zelman Analysts presented the most important aspects of our recently-refreshed macro housing forecasts. Our macro housing forecasts thoroughly capture our latest insights, canvassing over 40 data points, many of which are proprietary. 

Section Start Times:
02:00 — Mortgage Finance and Existing Homes
08:45 — Homebuilding / New Homes
17:12 — Manufactured Housing
22:56 — Single-Family Rental
27:46 — Multifamily Rental
30:24 — Homecenters and Consumer
33:11 — Building Products
37:11 — Q&A

Homebuilding Update Homebuilding

Homebuilding Update

Alan shared his thoughts on recent survey takeaways and company-specific views.

Homebuilding Update Homebuilding

Homebuilding Update

Alan shared his thoughts on recent survey takeaways and company-specific views.

Building Products, Homecenters and Existing Home Sales Update Building Products

Building Products, Homecenters and Existing Home Sales Update

Ryan, McClaran and Marius provided their perspectives on recent survey takeaways, company-specific views, and insights into near-term existing home sales trends.

Section Start Times:
01:13 — Existing Home Sales
08:58 — Building Products
11:45 — Homecenters

Beneath the Surface: What’s Driving Today’s Flooring Market? Building Products

Beneath the Surface: What’s Driving Today’s Flooring Market?

McClaran and Marius hosted a spotlight call with Jeff Striegel, President of Elias Wilf, a leading Mid-Atlantic specialty flooring distributor serving both residential and commercial markets. They explored the key forces shaping the flooring industry, from evolving demand patterns to pricing trends and market dynamics.

Macro Outlook of the Housing Ecosystem Homebuilding

Macro Outlook of the Housing Ecosystem

Zelman Analysts presented the most important aspects of our recently-refreshed macro housing forecasts. Our macro housing forecasts thoroughly capture our latest insights, canvassing over 40 data points, many of which are proprietary. You can view the slide deck here.

Section Start Times:
01:23 — Mortgage and Existing Homes For-Sale  
07:40 — Homebuilding
17:54 — Manufactured Housing
21:36 — Single-Family Rental
24:25 — Multifamily Rental
26:52 — Homecenters and Consumer
30:45 — Building Products
32:36 — Overall Zelman Macro

Building Products, Homecenters and Existing Home Sales Update Building Products

Building Products, Homecenters and Existing Home Sales Update

Hear from our analysts as they provide their thoughts on recent survey takeaways, company-specific views and insights into near-term existing home sales trends.

Section Start Times:
0:05 — Existing Home Sales
08:43 — Building Products
15:58 — Homecenters