Video Library

McClaran and Marius hosted a spotlight call with Jeff Striegel, President of Elias Wilf, a leading Mid-Atlantic specialty flooring distributor serving both residential and commercial markets. They explored the key forces shaping the flooring industry, from evolving demand patterns to pricing trends and market dynamics.

Alan shared key survey insights along with his perspectives on the upcoming earnings season for public homebuilders.

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. You can view the slide deck here.

Section Start Times:
01:23 — Mortgage and Existing Homes For-Sale  
07:40 — Homebuilding
17:54 — Manufactured Housing
21:36 — Single-Family Rental
24:25 — Multifamily Rental
26:52 — Homecenters and Consumer
30:45 — Building Products
32:36 — Overall Zelman Macro

Hear from our analysts as they provide their thoughts on recent survey takeaways, company-specific views and insights into near-term existing home sales trends.

Section Start Times:
0:05 — Existing Home Sales
08:43 — Building Products
15:58 — Homecenters

09:01 —  Recent Demand Trends
14:35 —  Price Point and Geographic Commentary
16:36 —  Manufactured Housing Versus Site Built
18:11 —  Pricing and Incentives
28:38 —  Gross Margin Outlook
36:24 —  Construction Costs And Tariffs
39:33 —  Spec Position
46:59 —  Policy (Single-Family)
52:41 —  Policy (Manufactured Housing)
57:11 —  M&A

06:20 — Builder Channel Activity
26:24 — Multi-Family Outlook
30:26 — Home Improvement Trends
25:05 — Non-Residential Demand
37:23 — Pricing
39:40 — Costs and Margins
50:32 — Channel Inventories
54:01 — Capital Allocation / Capex Priorities

06:16 — Current demand trends
16:44 — AI
25:13 — Brokerage and mortgage industry dynamics
40:03 — Consolidation and M&A
58:05 — Policy