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Spotlight CC: Multifamily Investment Activity
Thu, August 22, 2024
Mark and Ivy spoke to Travis D’Amato, Managing Director of Walker and Dunlop Investment Sales about transaction activity and capital allocation in the multifamily world. Travis has over $11b of career transaction experience and sits on Walker and Dunlop’s Institutional Strategies Group, focusing on large-scale opportunities across the US.
Building Products Update
Mon, August 19, 2024
Adam hosted a call to discuss recent survey takeaways.
Rental Market Update
Wed, July 24, 2024
Mark and Jesse Lederman hosted a call to discuss recent survey takeaways.
Existing Home Sales Reaction & Survey Updates
Wed, July 24, 2024
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 Update
Thu, July 18, 2024
Adam hosted a call to discuss recent survey takeaways and thoughts on building product stocks ahead of 2Q24 earnings season.
Homebuilding Update
Mon, July 15, 2024
Alan hosted a call to discuss recent survey takeaways and thoughts on homebuilding stocks ahead of 2Q24 earnings season.
Spotlight CC: Toll Brothers
Wed, July 10, 2024
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.
Key Highlights of our Latest Macro Housing Forecasts
Tue, July 02, 2024
Ivy and the Zelman Analysts discussed our recently published macro housing forecasts.
Beneath the Waves of the Rising Tide, Mortgage & Real Estate Services Update
Mon, June 24, 2024
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.