Building Products Update
Adam hosted a call to discuss recent survey takeaways and company-specific views.
Building Products
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Building Products
Building Products Update
Adam hosted a call to discuss recent survey takeaways and company-specific views.
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Homebuilding
A Rising Tide of For-Sale Inventory
Ryan hosted a call to a call to discuss takeaways from our recent report, A Rising Tide of For-Sale Inventory: Up and To the Right, a Headwind to Home Price Growth.
Homebuilding
Homebuilding Update
Alan hosted a call to discuss discuss recent survey takeaways and company-specific views.
Spotlight CC: SmartRent
Ivy hosted a fireside chat with Lucas Haldeman, CEO of SmartRent. They provide smart home solutions and property operations for multifamily.
Base Camp - Multi-Family Rental Panel
Our Multi-Family Rental Panel experts provided a wealth of insight into the current and future state of the market. As investors, developers, and operators, they offered deep and timely knowledge on multifamily fundamentals, transaction markets, development starts, and what they expect for the year ahead.
Building Products
Base Camp - Welcome From Ivy Zelman
Our inaugural webcast for this year’s Virtual Base Camp focused on the comprehensive outlook of the housing market for 2024-25, spearheaded by Ivy Zelman. Key topics involved our new home outlook, an overview of the existing home market, discussion of multifamily trends, and concluding with our building product outlook. Slide presentation here.
Building Products
Base Camp - Building Products Panel
Our Building Products Panel discussed a wide variety of topics. From a residential end market perspective, the outlook for single-family new construction was the most positive given the growth in starts in 2023 and solid year-to-date trends. Though on-the-ground activity in home improvement remains sluggish, there is hope for a pickup as we move into 2H23. We also discussed pricing power, input costs, margins and the M&A environment.
Base Camp - Homebuilding Panel
Our Homebuilding Panel provided a real-time update on sales trends during the early stages of the pivotal spring selling season. Other topics of discussion included the environment surrounding pricing and incentives, cost inflation, price point and market trends and the M&A outlook within the industry.