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Base Camp - Single-Family Rental Panel
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. 

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Base Camp - Single-Family Rental Panel 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. 
Base Camp - Welcome From Ivy Zelman 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.
Base Camp - Homebuilding Panel 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.
Base Camp - Building Products Panel 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.
Base Camp - Mortgage & Real Estate Services Panel Mortgage Finance

Base Camp - Mortgage & Real Estate Services Panel

Our Mortgage & Real Estate Services Panel discussed 2025’s early trends from a homebuyer demand and sales perspective, while addressing affordability challenges and other headwinds to growth in the market. Panelists also discussed the competitive landscape and ways that technology and AI are playing a larger role in the real estate brokerage and mortgage industries.
Building Products & Existing Home Sales Update 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.
Homebuilding Update Homebuilding

Homebuilding Update

Alan hosted a call to discuss recent survey takeaways and company-specific views.