Analysis of Builders' Sentiment, Savings Rate, and Consumer Affordability in the Real Estate Market

Willy was once again joined by one of the most respected voices in the housing industry, W&D’s Hall of Fame housing market analyst and executive vice president and co-founder of Zelman & Associates, Ivy Zelman.

She and Willy discussed rising home prices and affordability challenges, her outlook on multifamily inventory and rent growth, rate cuts, widening spreads, land prices and accessibility, housing supply constraints, the role of manufactured housing in the affordable housing crisis, her overall macro-outlook on housing over the next 5-10 years and where she’s seeing real opportunity, the overallocation of institutional capital to multifamily and industrial, and much more.

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