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Building Products Update

Wed, December 18, 2024

Adam hosted a call to discuss recent survey takeaways and company-specific views.

Homebuilding Update

Tue, December 17, 2024

Alan hosted a call to discuss recent survey takeaways and company-specific views.

Fireside Chat with Policy Expert John Duncan at Meridian Research Group

Tue, December 10, 2024

Ivy and the Zelman analysts hosted a fireside chat with John Duncan, Principal at Meridian Research Group, to discuss housing-related policy implications under the new Trump administration, including views on deportation, tariffs, the future of the GSEs and more.

Building Products Update

Mon, November 18, 2024

Adam hosted a call to discuss recent survey takeaways and company-specific views.

Homebuilding Update

Thu, November 14, 2024

Alan hosted a call to discuss recent survey takeaways and company-specific views.

Building Products and Existing Home Market Update

Fri, October 18, 2024

Adam and Ryan hosted a call to call to discuss recent survey takeaways, views on existing home turnover and home prices, and thoughts on building product stocks ahead of 3Q24 earnings season.

Homebuilding Update

Tue, October 15, 2024

Alan hosted a call to discuss recent survey takeaways and company-specific views.

Key Highlights of our Latest Macro Housing Forecasts

Mon, October 07, 2024

Zelman Analysts discussed our recently published macro housing forecasts. 
View slides here.

Homebuilding Panel - 2024 Housing Summit

Thu, September 19, 2024

Ken Balogh - Ashton Woods Homes
Bert Selva - Shea Homes
Phillippe Lord - Meritage Homes