Homebuilding Research
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.
Macro Homebuilding Forecasts
Soft Spring Drives Outlook Lower
Homebuilding Comparable Financial Data
Public Company Information and Financial Ratios
Macro Housing Quick Take
Another Unrealistically-Soft New Home Sales Release
KB Home
BTO Shift Progressing, but Returns Still Lag
KB Home Financial Model
Western Markets Homebuilding Report
Absorptions Decline To Lowest Level of the Year
KB Home
Results and Guidance Largely in Line With Expectations
Western Markets Homebuilding Report
Absorptions Partly Rebound Following Sharp Drop Last Week
Macro Housing Quick Take
Large Underperformance in Starts Driven by Multifamily
Lennar
Signs of Progress, but Not Enough to Change the Narrative Yet
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.