Supply Shock Housing Market Downturn Isn't Over
Aug 19, 2023
In this episode, Ivy Zelman, Founder and CEO of Zelman & Associates, discusses the health of the U.S. housing market in 2023, the impact of low mortgage rates on people's incentive to move, and the resilience of the housing market despite rising rates. They also compare the housing markets of 2020-2021 and 2004-2005, explore the current state of the housing market and its potential downturn, analyze the impact of demographics on housing demand, discuss the balance between supply and demand in the housing market, and explore the long-term impact of climate risks on real estate.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
The Resilience of the Housing Market
02:32 • 8min
Comparing the Housing Market of 2020-2021 to 2004-2005
10:57 • 4min
Current State of the Housing Market
15:14 • 14min
Outlook on Demographics and its Impact on Housing Demand
29:12 • 4min
The Balance Between Supply and Demand in the Housing Market
33:11 • 20min
Climate Risks and the Housing Market
53:30 • 7min