Homebuilding Research & Market Intelligence
Zelman’s Homebuilding research delivers a clear, data-driven view of U.S. housing demand, pricing power, community-level trends, and builder performance. Through proprietary surveys and detailed analytical reports, we help homebuilders, investors, and lenders navigate shifting fundamentals and understand emerging opportunities across national, regional, and local markets.
Homebuilding Comparable Financial Data
Public Company Information and Financial Ratios
Lennar
Asset-Lite Strategy Comes Under Scrutiny
State of the Builder Stocks
Trimming Fair Value Targets on Cautious Macro Backdrop
Western Markets Homebuilding Report
Absorptions Tick Higher, but Still Trail Normal Seasonality
Nashville Field Trip Wrap Up
Industry Contacts Cautious Amidst Recently Slowing Sales
Macro Homebuilding Forecasts
Outlook Inching Lower as War Disrupts Spring Green Shoots
Western Markets Homebuilding Report
Sales Continue Flat-to-Down Trajectory for Third Straight Week
KB Home Financial Model
KB Home
Macro Uncertainty Drives Outlook Lower
KB Home
Mixed Quarter , Full-Year Volume Outlook Revised 9% Lower
Comprehensive Homebuilding Data and Insights
Zelman’s Homebuilding research blends real-time survey results with deep thematic and company-level analysis to reveal market conditions across every phase of the housing cycle.
The Homebuilding Survey tracks new-home sales, pricing, incentives, absorption rates, cancellations, construction timelines, lot supply, and buyer traffic, providing timely visibility into demand strength and operational performance.
Our Thematic Reports, including regional-focused studies such as Western Markets and granular Community-by-Community analyses, examine demographic drivers, migration patterns, affordability, permitting activity, supply constraints, and competitive dynamics across key metros.
Company-Specific Reports deliver detailed financial modeling, land and community pipeline evaluation, margin frameworks, and growth outlooks tailored to individual public builders and private operators.
Together, these research pillars offer a comprehensive understanding of near-term fundamentals and long-term structural trends shaping the homebuilding industry.