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

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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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Population Growth Hits Multi-Decade High

The latest annual population growth estimates released by the Census Bureau show the US population increased 0.98% in the year ending last June, a 15 basis-point acceleration versus the prior year. In addition, Census also increased growth estimates upward for the prior two years. Immigration drove about 85% of the growth in 2024 and also drove the entire upward revisions for each of the prior two years.

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Replays - 2024 Housing Summit

Our 17th annual housing summit has ended. We appreciate all of of the insights from our esteemed panelists and elite research team. However, we have you covered! All the conference’s sessions are now available to purchase on-demand

Our Stock Coverage

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"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."

- Homebuilding Executive

Housing Experts Who Keep You Ahead of the Curve

Research

Investment Banking

Data & Analytics

Engagements

Manufactured Housing Sector Launch

Homebuilding Survey

Population Growth Hits Multi-Decade High

Replays - 2024 Housing Summit

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