Real Estate Insiders Unfiltered The Market's Breaking Point: Will Your Equity Survive?
May 6, 2025
Join Ivy Zelman, co-founder of Zelman & Associates and a housing analyst with over 30 years of experience, as she unpacks the current real estate market turmoil. She discusses the slowdown in new home sales and the impact of eroding prices on local markets. Ivy candidly addresses affordability issues, class action lawsuits, and the psychological hurdles sellers face. With insights into the interplay between the housing and stock markets, she provides a reassuring look at potential opportunities amidst economic uncertainty.
AI Snips
Chapters
Transcript
Episode notes
Ivy's Background And Firm
- Ivy Zelman founded Zelman & Associates in 2007 and sold the company in 2021 but still runs it.
- The firm provides research on the full housing ecosystem and banking services.
New Homes Face Rising Incentives
- New-home demand remains okay but builders face rising incentives and base-price reductions.
- Net new-home pricing fell about 2% year-over-year including incentives.
Price Pressure Is Hyperlocal
- Hot Sunbelt markets with heavy new-home production are starting to feel price pressure.
- Markets with tight inventory will behave differently and remain more resilient.