On a special episode of the Walker Webcast, recorded at the 2026 Zelman Housing Summit, Willy was joined by Sean Dobson, CEO of Amherst, a leading real estate investment and development firm. Sean explained why today’s housing market looks more expensive than before the Global Financial Crisis — but lacks the same catalyst for a crash. He and Willy also discussed the mortgage lock-in effect, single-family rentals, debt spreads, and the biggest macro risk Sean is watching: stagflation.
