Zelman

Name: Zelman
Address: New York, NY, US
Telephone: +12129935840

We are the preeminent boutique research firm in the housing sector.

We equip global institutional investors and senior-level executives with insights about macro housing trends, the largest metro markets and company-specific equity performance.

12/03/2024

Ivy Zelman and Adam Baumgarten attended a fireside chat at the Weatherhead School of Management at Case Western Reserve University, where she spoke with Nicholas Fink CEO of Fortune Brands Innovations, about his career journey and insights.

Nick’s key advice? Always aim to be in a role where you’re constantly learning, no matter where your career takes you.

12/03/2024

Freddie Mac recently revealed that they are expanding their offerings to utilize technology for affordability. What does this mean for single-family homeowners?

Head over to our LinkedIn page to see Ryan McKeveny's insights into the impact this will have on the market. https://bit.ly/3OzcBci

12/03/2024

Breaking news! 🎉 Ivy Zelman will be inducted into the California Homebuilding Foundation's Hall of Fame alongside four other distinguished industry leaders at the 40th Annual Hall of Fame Gala!

Each year, inductees are selected based on their remarkable career achievements, expertise, philanthropic efforts, and exceptional service to the industry.

Congratulations, Ivy, on this well-deserved honor! 👏

Read more about this recognition here: https://bit.ly/4fELetl

12/03/2024

Ivy Zelman's latest insights on the mixed results from our Western Markets Homebuilding Report:

- During the week ended October 27th, net absorptions across California, Arizona, and Nevada increased 17% sequentially to 0.69 sales per community.

- On a year-over-year basis, absorptions were up 26%, marking the strongest growth since the first week of September.

- The recent pace was consistent with the typical level observed during this week across our data series, which dates back to 2000.

Subscribe to our reports: https://bit.ly/48Y6dok

12/03/2024

Ivy Zelman sat down with CNBC to discuss mortgage rates and its implications for homebuyers, the resilience of move up rates, and solutions for low supply.

Watch the full interview here: https://lnkd.in/ewFQHkSn

12/03/2024

Zelman and Walker & Dunlop employees teamed up last week to volunteer at Medwish in Cleveland! Together, the team sorted medical supplies to support local needs and aid countries facing emergencies abroad.

We're proud of our WDers for their unwavering commitment to making a difference! 🌟

12/03/2024

Will rent growth lag wage growth? As we look towards 2025-26, we expect wages to outpace rent growth, with rents likely not returning to pre-COVID levels. Below are Jesse Lederman, CFA's insights!

American Homes 4 Rent (AMH) has recently outperformed Invitation Homes (INVH) thanks to stronger rent growth and less exposure to storm-related areas, among other reasons. However, AMH’s stock already reflects much of this success, in our view, trading at a roughly 10% premium on future cash flow, within the 98th percentile over the last decade. With both companies expecting similar cash flow growth (about 3%) in 2025, we recommend favoring INVH.

With acquisition activity seemingly loosening a bit of late, we expect investors to increasingly focus on REITs and their external growth potential in the coming years – though the recent increase in interest rates may dampen this optimism in the near term. Overall, if you are a REIT investor, 2025 promises to be an exciting year!

Gain more of our insights: https://lnkd.in/eCdS3nUU

Address

New York, NY

Telephone

+12129935840

Website

https://www.zelmanassociates.com/

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