Video Library

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

Ivy, Ryan and Kevin discussed our recently published report, A Decade Divided, The Troubling Trajectory of Demographics. We challenge the prevailing narrative of a severe housing shortage. Our analysis of declining birth rates, aging populations, and reduced immigration levels are leading to slower household growth projections for the coming decade. 
 
While the first few years of the decade saw record household growth driven by immigration surges and pandemic-related factors, the market has shifted to a more balanced state with modest oversupply in multifamily housing and modest undersupply in single-family homes. 
 
Our analysis argues that current market conditions indicate reasonable balance between supply and demand overall, while acknowledging ongoing challenges in providing truly affordable housing for the lowest income families.

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

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

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

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

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.

Alan shared key survey insights along with his perspectives on the upcoming earnings season for public homebuilders.