Video Library - Zelman & Associates

Base Camp - Building Products Panel

Mon, February 24, 2025

Our Building Products Panel discussed current demand conditions across residential and non-residential markets. Overall, most markets remain sluggish, similar to 2H24, with pockets of relative strength in some non-residential verticals. We also touched on pricing, input costs and margins, which remain fairly stable, for now. Additionally, our panelists were constructive on the M&A environment as valuations have come down a bit and financial sponsors are less involved in the space than in the past.

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Base Camp - Mortgage & Real Estate Services Panel

Mon, February 24, 2025

Our Mortgage & Real Estate Services Panel discussed 2025’s early trends from a homebuyer demand and sales perspective, while addressing affordability challenges and other headwinds to growth in the market. Panelists also discussed the competitive landscape and ways that technology and AI are playing a larger role in the real estate brokerage and mortgage industries.

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Building Products & Existing Home Sales Update

Fri, February 21, 2025

Adam, Ryan and Marius hosted a call to discuss recent survey takeaways, company-specific views and insights into near-term existing home sales trends.

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Homebuilding Update

Thu, February 13, 2025

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

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New Year, New Administration: Key Themes for Housing in 2025 and Beyond

Wed, January 15, 2025

Zelman Analysts presented the most important aspects of our recently-refreshed macro housing forecasts. Download the slides here.

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Building Products Update

Wed, December 18, 2024

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

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Homebuilding Update

Tue, December 17, 2024

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

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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.

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Building Products Update

Mon, November 18, 2024

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

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