Read about Zelman in the media
September 30, 2026
The housing shortage has dominated the conversation. But what if the next risk is too much supply? Ivy points to slowing household formation as a potential shift in the housing equation - and a growing risk of overbuilding.
September 22, 2026
September 18, 2026
August 27, 2026
August 11, 2026
The housing shortage has dominated the conversation. But what if the next risk is too much supply? Ivy points to slowing household formation as a potential shift in the housing equation - and a growing risk of overbuilding.
Alan joined ‘Closing Bell Overtime’ to talk the state of the homebuilder stocks after KB Home shares pop on quarterly beat.
Ivy joined CNBC’s Diana Olick at our Annual Housing Summit sharing her outlook on the housing market and how mortgage rates and inventory are shaping the market.
What will shape the next era of the U.S. housing market? Ivy explores the demographic forces reshaping housing demand, affordability, and the market’s long-term outlook on Charles Schwab’s On Investing podcast.
Does America actually have a housing shortage, or has the real estate industry been looking at the wrong numbers? In this episode of Real Estate Insiders Unfiltered, James Dwiggins and Keith Robinson sit down with Ryan, to examine the data behind the supposed housing shortage and what changing demographics could mean for the future of real estate. Ryan makes a provocative argument: while conventional wisdom says America faces a historic housing shortage, Zelman's research suggests the overall housing market is roughly balanced, with a modest undersupply of single-family homes and a modest oversupply of multifamily housing.
"Home affordability is still a big problem," said Ivy as she spoke with CNBC, sharing her perspective on July existing-home sales and the affordability dynamics influencing buyers and the broader housing landscape.
The article highlights a striking divide in the U.S. housing market: luxury real estate is booming while the broader market remains sluggish. Fueled by soaring stock-market wealth and the AI and tech boom, ultrawealthy buyers are driving record demand for multimillion-dollar homes, particularly in San Francisco, Los Angeles, New York, and South Florida. Team Zelman provided key insights for the article, with its research showing that the highest third of the U.S. housing market has outperformed the lowest third in existing-home prices for nine consecutive quarters. Meanwhile, ordinary buyers continue to face limited inventory, affordability challenges, and weaker sales, underscoring the growing divergence between the luxury and workforce housing markets.
Is the U.S. really facing a housing shortage? Ivy says the data tells a very different story. Tune into a conversation with Maggie Lake from Wealthion and Ivy who explained why the housing market has become a tale of two Americas, why affordability is the worst it's been in decades, and why the biggest problem isn't simply a lack of homes. She breaks down where home prices are still rising, where supply has surged, why younger Americans are struggling to buy, and why, despite popular belief, she believes the U.S. housing market is much closer to balance than many investors realize.
