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Homebuilding Update
Wed, May 17, 2023
Alan and Ivy hosted a call to discuss recent survey takeaways and company-specific thoughts.
Homebuilding Update
Mon, April 17, 2023
Alan hosted a call to discuss recent survey takeaways and company-specific thoughts ahead of earnings season.
Can Glimmer of Housing Optimism Be Sustained? Key Highlights of our Latest Macro Housing Forecasts
Wed, April 05, 2023
Ivy, Dennis and team addressed the most important aspects of our macro housing forecasts that were published last week. Canvassing five, thematic sector-based reports and over 40 data points, many of which are proprietary, our macro housing forecasts thoroughly capture our latest insights.
Banking Turmoil Impact on Macro Outlook
Thu, March 30, 2023
Ivy and Dennis spoke to Danielle DiMartino Booth, CEO and Chief Strategist of Quill Intelligence with her latest thoughts on the banking turmoil from illiquidity to CRE loan concentration.
Building Products Update
Tue, March 21, 2023
Adam hosted a call to discuss recent survey takeaways and company-specific views.
Homebuilding & Mortgage Market Update
Thu, March 16, 2023
Alan Ratner and Ryan McKeveny hosted a call to discuss recent survey takeaways, company-specific views and provided an update on implications from recent developments in the banking system.
Spotlight CC: Private Builder Spring Selling Season Update
Tue, February 28, 2023
Alan Ratner and Ivy Zelman hosted a fireside chat with private building executives discussing current market trends and how the selling season is shaping up.
Homebuilding & Building Products Update
Fri, January 20, 2023
Alan Ratner and Adam Baumgarten discuss recent survey takeaways and company-specific views.
After Year to Forget, Key Themes for Housing in 2023 and Beyond
Thu, January 12, 2023
Hear the most important aspects of our recently-refreshed macro housing forecasts from Dennis McGill and sector analysts.