Headwinds & Tailwinds in the Housing Market (With Ivy Zelman)
On Investing
Navigating the Housing Market's Challenges and Opportunities
This chapter examines the current housing market, addressing both challenges and positive trends influencing the real estate sector. It emphasizes the performance of new builders, the impact of interest rates, and demographic changes that could lead to household growth.
Kathy Jones and Liz Ann Sonders discuss the recent drawdown in markets and debate whether this is a growth scare or something more lasting in the bond market.
What's the housing market outlook for 2025? Liz Ann Sonders interviews noted housing market expert Ivy Zelman, executive vice president and co-founder of Zelman & Associates. Ivy reflects on the unique economic cycle that has emerged since the pandemic, particularly its impact on the housing market.
She highlights the significant migration trends, supply and demand dynamics, and the challenges of affordability. The discussion also touches on the role of public versus private builders, the effects of climate change on housing, and the interplay between economic uncertainty and consumer confidence. Ivy emphasizes the importance of regional variations in housing markets and the potential tailwinds that could support the industry moving forward.
Check out Ivy's memoir, Gimme Shelter: Hard Calls + Soft Skills From a Wall Street Trailblazer.
Kathy and Liz Ann also discuss the data and economic indicators they will be watching in the coming week.
On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.
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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.
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Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.
The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.
Investing involves risk, including loss of principal.
Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.
Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.
The book(s) Gimme Shelter: Hard Calls + Soft Skills From a Wall Street Trailblazer is not affiliated with, sponsored by, or endorsed by Charles Schwab & Co., Inc. (CS&Co.). Schwab has not reviewed the book and makes no representations about its content.
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