Alan shared his thoughts on recent survey takeaways and company-specific views.
Homebuilding
Homebuilding Update
Video Library
Explore our library of video content featuring Zelman & Associates. Login to our website to access additional premium content.
Homebuilding
Homebuilding Update
Alan shared his thoughts on recent survey takeaways and company-specific views.
POPULAR SEARCHES
Videos
Homebuilding
Building Products
Building Products, Homecenters and Existing Home Sales Update
Ryan, McClaran and Marius provided their perspectives on recent survey takeaways, company-specific views, and insights into near-term existing home sales trends.
Section Start Times:
01:13 — Existing Home Sales
08:58 — Building Products
11:45 — Homecenters
Building Products
Beneath the Surface: What’s Driving Today’s Flooring Market?
McClaran and Marius hosted a spotlight call with Jeff Striegel, President of Elias Wilf, a leading Mid-Atlantic specialty flooring distributor serving both residential and commercial markets. They explored the key forces shaping the flooring industry, from evolving demand patterns to pricing trends and market dynamics.
Homebuilding
Housing Update - An Underwhelming Spring So Far
Alan shared key survey insights along with his perspectives on the upcoming earnings season for public homebuilders.
Homebuilding
Macro Outlook of the Housing Ecosystem
Zelman Analysts presented the most important aspects of our recently-refreshed macro housing forecasts. Our macro housing forecasts thoroughly capture our latest insights, canvassing over 40 data points, many of which are proprietary. You can view the slide deck here.
Section Start Times:
01:23 — Mortgage and Existing Homes For-Sale
07:40 — Homebuilding
17:54 — Manufactured Housing
21:36 — Single-Family Rental
24:25 — Multifamily Rental
26:52 — Homecenters and Consumer
30:45 — Building Products
32:36 — Overall Zelman Macro
Building Products
Building Products, Homecenters and Existing Home Sales Update
Hear from our analysts as they provide their thoughts on recent survey takeaways, company-specific views and insights into near-term existing home sales trends.
Section Start Times:
0:05 — Existing Home Sales
08:43 — Building Products
15:58 — Homecenters
Homebuilding
Base Camp - Homebuilding & Manufactured Housing Panel
Our Homebuilding & Manufactured Housing Panel provided a real-time update on sales trends during the early stages of the pivotal spring selling season. Other topics included the pricing and incentive environment, cost inflation, price point and market trends, public policy initiatives and the M&A outlook within the homebuilding industry.
Key Points In The Session:
Key Points In The Session:
09:01 — Recent Demand Trends
14:35 — Price Point and Geographic Commentary
16:36 — Manufactured Housing Versus Site Built
18:11 — Pricing and Incentives
28:38 — Gross Margin Outlook
36:24 — Construction Costs And Tariffs
39:33 — Spec Position
46:59 — Policy (Single-Family)
52:41 — Policy (Manufactured Housing)
57:11 — M&A
Consumer
Base Camp - Consumer Panel
Our Consumer Panel provided an on-the-ground read of the home furnishings market as the industry looks ahead to 2026. Topics included demand and traffic trends versus average ticket, margin and pricing dynamics, price point performance and trade-down behavior, and the evolving impact of Wayfair and ecommerce. We also discussed tariffs and sourcing, the role of AI and new visualization tools in the shopping journey, advertising effectiveness as search evolves, and the outlook for consolidation and onshoring.