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Property Management Business - What Property Managers Need To Know About The Macro Housing Market

May 26, 2026

What's actually happening in the housing market right now and how should property managers respond? In this episode, Marc Cunningham sits down with Ivy to unpack the macro housing trends shaping the future of property management. Ivy shares why today's market is more segmented than ever, how overbuilding in Sunbelt markets is impacting rents and occupancy, and why affordability (not inventory) is the real issue facing housing today. If you want to better understand the "why" behind today's market conditions and how to communicate those realities to owners this episode is essential listening.

News Articles

Bloomberg Surveillance

Bloomberg Surveillance

In a recent Bloomberg interview, Alan broke down what’s happening in housing, from supply constraints to shifting investor sentiment.

Housing Wire - The State of the Housing Market: Insights from Experts

Housing Wire - The State of the Housing Market: Insights from Experts

Where is the housing market headed amid volatile news on tariffs, mortgage rates, jobs data and more? Ivy joined a discussion with analysts Logan Mohtashami and Dale Wettlaufer who delve into the future of housing! Together, they unpack: rising home inventory in markets like Florida and Texas, builders under pressure from shrinking margins and rising costs, the evolving role of affordability, policy, and consumer sentiment, what elevated mortgage rates really mean for demand and home sales and predictions for the rest of 2025 and beyond

Politico - Where Trump’s tariffs will really hit home

Politico - Where Trump’s tariffs will really hit home

Higher tariffs - what does it mean for the housing market? Ivy shared her insights on how the increased tariffs will impact the housing sector. Bottom line: significant cost increases for homebuilders and ultimately, consumers.

M&A Announcement - Napolitano Homes Acquired by Eastwood Homes

M&A Announcement - Napolitano Homes Acquired by Eastwood Homes

Zelman served as Exclusive Sell-Side Advisor to Napolitano Homes on its successful company sale to Eastwood Homes. Based in Virginia Beach, Napolitano Homes is a leading private homebuilder focused on providing single-family attached and detached homes to entry-level and move-up buyers across the Hampton Roads area since 1977.

On The Tape - Sheltering Investors From Impending Storms with Ivy Zelman

On The Tape - Sheltering Investors From Impending Storms with Ivy Zelman

Ivy had a conversation with Danny Moses to discuss her career and insights into the housing market. They delve into her famous predictions on the housing market downturn, the impacts of the 2008 financial crisis, and her strategies for maintaining accurate market forecasts. The conversation also explores current market challenges such as affordability, immigration, tariffs, and declining home sales, along with her perspectives on builders, mortgage rates, and industry consolidation. Ivy also shares details about her memoir 'Gimme Shelter' and her ongoing work at Zelman Associates.

M&A Announcement - Evermore Homes Acquires Davidson Homes

M&A Announcement - Evermore Homes Acquires Davidson Homes

Zelman, a Walker and Dunlop Company (NYSE: WD), served as Exclusive Sell-Side Investment Banker to Evermore Homes on its successful company sale to Davidson Homes. Evermore Homes is a leading homebuilder in Alabama, Arizona, and Georgia submarkets focused on affordable entry-level, first move-up, and move-down homebuyers.