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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.

Fireside Chat: Clyde Holland at Holland Partner Group

Tue, October 18, 2022

Hear a Fireside Chat with Clyde Holland, Executive Chairman of Holland Partner Group, a leading Westcoast Investment Multi-Family Firm and Ivy Zelman where they discuss the current state of the Multi-Family market and Holland’s outlook.

Homebuilding & Building Products Update

Tue, October 18, 2022

Alan Ratner and Adam Baumgarten hosted a call discussing recent survey takeaways and company-specific views heading into 3Q22 earnings season.

Housing at Center of Inflation Battle

Thu, October 13, 2022

On the heels of the CPI release this morning and the continued importance of housing to the data, Dennis McGill discussed our outlook and addressed questions.