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M&A and Capital Markets Deal Activity
Homebuilding

M&A and Capital Markets Deal Activity

Our head of investment banking Tony McGill opened with an update on transaction activity across the housing industry, including public equity and bond issuance and the currently active state of mergers and acquisitions. A panel of industry leaders spanning homebuilding, single-family rental and land banking then discussed the forces behind the current wave of consolidation and the read-throughs from recently announced deals; policy updates on the 21st Century ROAD to Housing Act and its implications for future deal activity in single-family rental and built-to-rent; and a deep dive into the history of land banking, its evolution into a mainstream source of capital for builders and where the industry goes from here.

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M&A and Capital Markets Deal Activity Homebuilding

M&A and Capital Markets Deal Activity

Our head of investment banking Tony McGill opened with an update on transaction activity across the housing industry, including public equity and bond issuance and the currently active state of mergers and acquisitions. A panel of industry leaders spanning homebuilding, single-family rental and land banking then discussed the forces behind the current wave of consolidation and the read-throughs from recently announced deals; policy updates on the 21st Century ROAD to Housing Act and its implications for future deal activity in single-family rental and built-to-rent; and a deep dive into the history of land banking, its evolution into a mainstream source of capital for builders and where the industry goes from here.
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.

A Decade Divided: The Troubling Trajectory of Demographics Demographics

A Decade Divided: The Troubling Trajectory of Demographics

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.

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