Housing Starting To Become A Buyer's Market? | Ivy Zelman

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Aug 17, 2025

Ivy Zelman, the Executive Vice President and Co-Founder of Zelman & Associates, shares her insights on the tumultuous real estate market. She highlights that, despite high mortgage rates, residential home prices remain stable, although transactions are at historic lows. Ivy predicts a shift towards a buyer's market, particularly in areas with active homebuilders. The discussion also touches on the impact of rising rental supplies and societal factors affecting homeownership, especially for younger generations navigating affordability challenges.

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INSIGHT

Bifurcated Housing Markets

The U.S. housing market is bifurcated with some metros seeing rising inventories and price weakness while others remain tight and appreciating.

ADVICE

Buyers Target Builder-Heavy Markets

If you are a buyer with a down payment, target highly concentrated new-construction markets where builders are discounting aggressively.

INSIGHT

Small National Price Decline Possible In 2026

National prices may hold through 2025 but Zelman expects slight negative year-over-year change in 2026 driven by oversupplied Sunbelt markets.

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The real estate market remains a tangled mess.Commercial real estate has crashed hard under higher interest rates and tighter lending standards.However, higher mortgage rates have NOT brought down residential home prices, at least not on a national average...yet. That said, transactions remain frozen up, languishing at the lowest level in decades.Where is all this headed? Are things likely to get better, or worse, from here?For answers, we're fortunate to speak with Ivy Zelman today. Ivy is the Executive Vice President and Co-Founder of Zelman & Associates, one of the most respected research firms advising investors and corporate executives on the real estate market over the past 30 years.In an increasing number of metros, especially where homebuilders are active, Ivy sees conditions starting to favor buyers.

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