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Base Camp - Multifamily & Single-Family Rental Panel
Single-Family Rental

Base Camp - Multifamily & Single-Family Rental Panel

Our rental session covered the full gamut of factors affecting multifamily and single-family rental including fundamentals, policy, supply, demand, operating expenses and market-level analysis. Our CEO panelists offered a positive outlook while acknowledging the challenges that the market could face this year. Regardless of current sluggishness, they both agree that now is a great time to invest in multifamily and SFR.

Key Points In The Session:

05:52 — Macro Market Check-In
08:47 — Near-Term Operating Fundamentals
21:38 — Policy and Politics
31:13 — Affordability And Rent-Vs-Buy Dynamics
40:25 — Supply, Development, And Forward Outlook
45:50 — Expenses And Technology/AI
53:15 — Consumer Balance Sheet And Spending Behavior
59:25 — Strategy And Demographics

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Base Camp - Multifamily & Single-Family Rental Panel Single-Family Rental

Base Camp - Multifamily & Single-Family Rental Panel

Our rental session covered the full gamut of factors affecting multifamily and single-family rental including fundamentals, policy, supply, demand, operating expenses and market-level analysis. Our CEO panelists offered a positive outlook while acknowledging the challenges that the market could face this year. Regardless of current sluggishness, they both agree that now is a great time to invest in multifamily and SFR.

Key Points In The Session:

05:52 — Macro Market Check-In
08:47 — Near-Term Operating Fundamentals
21:38 — Policy and Politics
31:13 — Affordability And Rent-Vs-Buy Dynamics
40:25 — Supply, Development, And Forward Outlook
45:50 — Expenses And Technology/AI
53:15 — Consumer Balance Sheet And Spending Behavior
59:25 — Strategy And Demographics

Homebuilding Update Homebuilding

Homebuilding Update

Alan provided an update on recent survey takeaways and company-specific views.
Macro Outlook of the Housing Ecosystem for 2026 and Beyond Homebuilding

Macro Outlook of the Housing Ecosystem for 2026 and Beyond

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.
Homebuilding Update Homebuilding

Homebuilding Update

Alan provided an update on recent survey takeaways and company-specific views.
Discussion on Policy, The Fed and Outlook for Rates Homebuilding

Discussion on Policy, The Fed and Outlook for Rates

Ivy, Alan, and Ryan hosted a fireside chat with Barry Habib, Founder and CEO of MBS Highway. Barry shared his outlook on interest rates as well as the Fed. Lastly, he discussed what he thinks FHFA can do to improve the affordability crisis. Don't miss out on this insightful discussion.
Make the Room: Turn Any Photo into an Attractive Space Filled with Real Furniture Real Estate Services

Make the Room: Turn Any Photo into an Attractive Space Filled with Real Furniture

Ivy, Marius, and Ryan hosted a spotlight call with Raffi Holzer and tennis champion Venus Williams, Co-Founders of Palazzo. They discussed Palazzo’s technology that can turn any photo of a room into a fully styled image populated with real, shoppable furniture, which can transform the look and feel of a space, rendering it more valuable.