Building Products
Building Products & Existing Home Sales Update
Adam, Ryan and Marius hosted a call to discuss recent survey takeaways, company-specific views and insights into near-term existing home sales trends.
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Building Products
Building Products & Existing Home Sales Update
Adam, Ryan and Marius hosted a call to discuss recent survey takeaways, company-specific views and insights into near-term existing home sales trends.
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Building Products
Homebuilding
Homebuilding Update
Alan hosted a call to discuss recent survey takeaways and company-specific views.
Building Products
Rental Market Update
Mark and Jesse hosted a call to discuss recent survey takeaways and other rental sector trends. View slides here.
Apartments
Base Camp - Multifamily Rental Panel
Our multifamily rental panel dug deep into all the important topics in the apartment market today: operations, fundamentals, capital markets, development, investor sentiment, and market-level thoughts. Our panelists have more than 50 years of combined multifamily real estate expertise and their insights and outlooks for the year ahead are highly valuable.
Single-Family Rental
Base Camp - Single-Family Rental Panel
Our Single-Family Rental Panel discussion highlighted the delicate balance between supply and demand operators are facing across their markets. Also discussed was the growing acceptance of single-family rentals and built-for-rent from institutional investors, as the asset class continues to become more sophisticated and institutionalized, akin to multifamily sector maturation several decades ago.
Macro Housing
Base Camp - Welcome From Ivy Zelman
Our 2nd Annual Base Camp focused on a comprehensive outlook of the housing market and surounding sectors for 2025, spearheaded by Ivy Zelman. In this opening video, Ivy touched on our latest macro forecasts.
Homebuilding
Base Camp - Homebuilding Panel
Our Homebuilding Panel provided a real-time update on sales trends during the early stages of the pivotal spring selling season. Other topics of discussion included the environment surrounding pricing and incentives, geographic and price point trends and thoughts surrounding a number of uncertainties with the new Administration, including potential impacts from tariffs and deportations.
Building Products
Base Camp - Building Products Panel
Our Building Products Panel discussed current demand conditions across residential and non-residential markets. Overall, most markets remain sluggish, similar to 2H24, with pockets of relative strength in some non-residential verticals. We also touched on pricing, input costs and margins, which remain fairly stable, for now. Additionally, our panelists were constructive on the M&A environment as valuations have come down a bit and financial sponsors are less involved in the space than in the past.