Explore our library of video content featuring Zelman & Associates. Login to our website to access additional premium content.
Adam and Ryan hosted a call to call to discuss recent survey takeaways, views on existing home turnover and home prices, and thoughts on building product stocks ahead of 3Q24 earnings season.
Adam and Ryan hosted a call to call to discuss recent survey takeaways, views on existing home turnover and home prices, and thoughts on building product stocks ahead of 3Q24 earnings season.
Alan hosted a call to discuss recent survey takeaways and company-specific views.
Zelman Analysts discussed our recently published macro housing forecasts.
View slides here.
Mike Byrne - AEW Capital Management
Travis D’Amato - Walker & Dunlop
Thad Palmer - GID Investment Advisers
Scott Eisen - Invitation Homes
James Howley - Quinn Residences
Josh Pristaw - Real Estate at Pretium
Russ Devendorf - Smith Douglas Homes
Joshua Minix - AIR Communities
Tom Koos - PrimeSource Building Products
Mike Simanovsky - Conversant Capital
The U.S. economy and markets have surprised many in their resilience over the past two years, as Fed tightening has had a delayed and dulled impact. Looking forward, can this resilience continue? Cameron Dawson, CIO of NewEdge Wealth, explored the catalysts for continued resilience versus potential challenges ahead. The slide deck used by Cameron is here.
Willy was joined by Robert Reffkin, the Founder and CEO of real estate tech company Compass, Inc., live from the 2024 Zelman & Associates Housing Summit.
He and Willy discussed topics including Robert’s humble upbringing and how it led him down the path to entrepreneurship, pivotal moments that shaped his career, combatting negativity and lessons learned through hardship, Compass’ investment in technology, intricacies of the real estate market, Robert’s vision for the company and where it will be in twenty years, and much more.
