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Base Camp - Real Estate Services Panel
Fri, March 01, 2024
Our Real Estate Services Panel centered around the recent industry lawsuits and investigations, potential outcomes, and implications for agents and brokerages. Our panel also discussed how the industry is evolving more broadly – from growth in agent teams and higher-split / virtual brokerages, to the race to develop additional ancillary revenue streams.
Base Camp - Single-Family Rental Panel
Fri, March 01, 2024
Our Single-Family Rental Panel highlighted strong near-term demand indicators as seasonality returns to the business. The discussion also included high-level thoughts on the OER component of housing CPI, overall single-family rental fundamentals, the land side of built-for-rent deals, the supply outlook and political risk across the sector.
Base Camp - Welcome From Ivy Zelman
Fri, March 01, 2024
Our inaugural webcast for this year’s Virtual Base Camp focused on the comprehensive outlook of the housing market for 2024-25, spearheaded by Ivy Zelman. Key topics involved our new home outlook, an overview of the existing home market, discussion of multifamily trends, and concluding with our building product outlook. Slide presentation here.
Base Camp - Building Products Panel
Fri, March 01, 2024
Our Building Products Panel discussed a wide variety of topics. From a residential end market perspective, the outlook for single-family new construction was the most positive given the growth in starts in 2023 and solid year-to-date trends. Though on-the-ground activity in home improvement remains sluggish, there is hope for a pickup as we move into 2H23. We also discussed pricing power, input costs, margins and the M&A environment.
Base Camp - Homebuilding Panel
Fri, March 01, 2024
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, cost inflation, price point and market trends and the M&A outlook within the industry.
Mortgage & Real Estate Services Update
Mon, February 26, 2024
Ryan McKeveny discussed sector thoughts and takeaways from our recent Mortgage and Real Estate Broker Surveys.
Building Products Update
Wed, February 21, 2024
Adam hosted a call to discuss recent survey takeaways and company-specific views.
Homebuilding Update
Thu, February 15, 2024
Alan hosted a call to discuss discuss recent survey takeaways and company-specific views.
Walker Webcast: State of CRE: Ivy Zelman, Kris Mikkelsen and Aaron Appel
Wed, February 14, 2024
On the Walker Webcast, Willy was joined by Walker & Dunlop experts Ivy Zelman Executive Vice President, Research and Securities, Kris Mikkelsen, Executive Vice President, Investment Sales, and Aaron Appel, Senior Managing Director, Capital Markets. They covered hot topics facing the CRE industry including the potential impacts of the impending wave of loan maturities over the next three years, value-add vs. opportunistic strategies, trends they see in each of the asset classes, their outlooks for 2024, and so much more.