Video Library

Marius hosted a call to discuss The Home Depot and Lowe's. He provided his thoughts on the recent acquisition of SRS Distribution by The Home Depot as well as how this deal will change their strategy to target the pro channel.

Mark and Jesse hosted a call to discuss recent survey takeaways and other rental market topics.
 

Adam hosted a call to discuss recent survey takeaways and company-specific views.

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.

 

Alan hosted a call to discuss discuss recent survey takeaways and company-specific views.

Ivy hosted a fireside chat with Lucas Haldeman, CEO of SmartRent. They provide smart home solutions and property operations for multifamily.

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.

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.  

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.