Mark and Jesse Lederman hosted a call to discuss recent survey takeaways.
Rental Market Update
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Existing Home Sales Reaction & Survey Updates
Ryan discussed his thoughts on the recent June existing home sales data, shared our outlook for June pending home sales to be released next Wednesday, and discussed takeaways from our recent Mortgage & Broker Surveys.
Building Products
Building Products Update
Adam hosted a call to discuss recent survey takeaways and thoughts on building product stocks ahead of 2Q24 earnings season.
Homebuilding
Homebuilding Update
Alan hosted a call to discuss recent survey takeaways and thoughts on homebuilding stocks ahead of 2Q24 earnings season.
Homebuilding
Spotlight CC: Toll Brothers
Ivy and Alan hosted a fireside chat with Doug Yearley, Chairman & CEO and Marty Connor, CFO at Toll Brothers. They had a high-level discussion of the company’s key strategic initiatives and points of differentiation.
Building Products
Key Highlights of our Latest Macro Housing Forecasts
Ivy and the Zelman Analysts discussed our recently published macro housing forecasts.
Homebuilding
Beneath the Waves of the Rising Tide, Mortgage & Real Estate Services Update
Ryan discussed his thoughts on our research report, Beneath the Waves of the Rising Tide, where we dig deeper into market-level movements in inventory and the resultant influence on home price trends. Also, he touches on the key takeaways from our recent Mortgage and Broker Surveys.
Spotlight CC: The Real Brokerage
Ryan and Ivy spoke to with Tamir Poleg, Co-Founder, Chairman and CEO of The Real Brokerage (REAX), a fast-growing residential brokerage posting 66-78% growth in agent count and closed transactions in 2023, moving up the ranks as now the 6th largest brokerage in the country. They discussed the company’s technology platform and agent value proposition, its brokerage and ancillary services growth initiatives, and broader views on the macro housing backdrop and brokerage industry dynamics.