Housing Experts Who Keep You Ahead of the Curve

Serving institutional investors, corporations, private equity, fixed income, private investors, RIAs and more

Research

Extensive macro, sector and company-specific equity research.

Investment Banking

Housing’s leading independent investment bank. Financial advisory services and capital raising solutions.

Data & Analytics

Analytics leveraging proprietary data and highly-integrated databases covering decades of history.

Engagements

Customized webinars, speaking engagements, and executive board meeting presentations.

Our annual Base Camp will be held on Monday, February 24th. It’s a halfway point on your journey to the Housing Summit on September 11 & 12 in Boston. Base Camp will be a one day virtual event with live panel discussions from our exclusive rolodex of private C-Suite Executives. Zelman Analysts will moderate discussions giving you a preview of the spring selling season as well as touch on the most pressing topics within the housing mosaic.

Manufactured Housing Sector Launch

Following our 2021 deep dive on the industry, we are formally launching coverage on the manufactured housing sector with an Overweight rating. Relative affordability, shifting consumer preferences and modest, albeit slow, lending improvements set the stage for manufactured housing to regain lost share of new single-family construction.

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Homebuilding Survey

December is historically a volatile month in the new home market, with some builders aggressively attempting to take share during a slow demand period versus others that dial back activity during the holidays. A recurring theme this month was the builders’ attempt to strike the right balance between pace and price. Many contacts that reported strength in orders also noted aggressive incentive activity and expected margin pressure – mainly evident among those with outsized entry-level exposure or spec inventory to be cleared before year-end. Key Florida and Texas markets were highlighted as most competitive.

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What's Shaping the 2025 Housing Market?

Ivy joined Willy Walker, CEO from Walker & Dunlop on the Walker Webcast. They discussed her outlook on the housing market, tariffs and the upward price impacts on the industry, the public vs. private homebuilding markets, the lock-in effect’s impact on existing inventory, home affordability issue she’s seeing, the privatization of Fannie and Freddie, the broader implications of the fires in LA, and much more.

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Our Stock Coverage

"Capital is listening to what you are writing."

- Multi-Family Executive

"I am 100% confident when basing plans on Zelman's reports."

- Building Products Executive

"Deeper insights than any other “experts” reports."

- Financial Services Executive

"Your firm is now the "go to" for anything in the housing market."

- Homebuilding Executive

"Ivy - Your weekend impressions give me more subjective and objective confidence than any other source."