Homebuilding
Homebuilding Update
Alan hosted a call to discuss recent survey takeaways and company-specific views.
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Homebuilding
Homebuilding Update
Alan hosted a call to discuss recent survey takeaways and company-specific views.
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Homebuilding
Building Products
Building Products and Existing Home Market Update
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.
Homebuilding
Homebuilding Update
Alan hosted a call to discuss recent survey takeaways and company-specific views.
Building Products
Key Highlights of our Latest Macro Housing Forecasts
Zelman Analysts discussed our recently published macro housing forecasts.
View slides here.
View slides here.
Building Products
Multifamily Rental Panel - 2024 Housing Summit
Mike Byrne - AEW Capital Management
Travis D’Amato - Walker & Dunlop
Thad Palmer - GID Investment Advisers
Single-Family Rental
Single Family Rental Panel - 2024 Housing Summit
Scott Eisen - Invitation Homes
James Howley - Quinn Residences
Josh Pristaw - Real Estate at Pretium
Building Products
M&A and Capital Markets Deal Activity - 2024 Housing Summit
Russ Devendorf - Smith Douglas Homes
Joshua Minix - AIR Communities
Tom Koos - PrimeSource Building Products
Mike Simanovsky - Conversant Capital
Macro Housing
The Strange Landing: Will The Resilience in the Broad Economy And Markets Continue Into 2025? - 2024 Housing Summit
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.