Ivy Zelman

Ivy Zelman of Zelman & Associates discusses rising home prices, multifamily inventory outlook, rate cuts, housing supply constraints, affordable housing crisis, and overallocation of capital in multifamily sector with Willy in a dynamic conversation about the future of housing market.

Ivy Zelman, a renowned housing market analyst, joins Logan Mohtashami, a leading analyst known for his insight into economic recovery, and Dale Wettlaufer, an investment strategist at Bleecker Street Capital. They deep dive into current market chaos dominated by high mortgage rates and affordability issues. The trio discusses the implications of rising home inventories, the challenges of interest rates, and the housing affordability crisis facing young adults. They also evaluate how recent acquisitions might influence the industry's future.

Ivy Zelman, EVP and Co-Founder of Zelman & Associates, shares her sharp insights on the housing market. She discusses the impact of tariffs on construction costs and the challenges homebuilders face, particularly in California's tightening market. Ivy highlights the 'lock-in effect' limiting inventory and dives into the complexities of affordability that buyers encounter. The conversation also touches on the potential privatization of Fannie and Freddie and the ripple effects of recent disasters on housing dynamics.

Ivy Zelman, Co-Founder of Zelman & Associates, discusses the oversupply of housing, inflation, the economy, and the national debt. The podcast also covers her background in equity research, the impact of fear in careers, real estate lawsuits affecting affordability, and raising children in a changing world.

Ivy Zelman, the Executive Vice President and co-founder of Zelman & Associates, shares her expertise on the housing market's evolving dynamics post-pandemic. She discusses significant migration trends and their influence on housing demand. The conversation reveals the unique challenges of affordability and highlights how climate change is reshaping construction methods. Ivy also examines the contrasting roles of public and private builders, emphasizing regional market variations and potential supportive tailwinds for investors.

Aaron Appel, a Senior Managing Director specializing in Capital Markets, joins Kris Mikkelsen, an Executive VP in Investment Sales, and Ivy Zelman, an EVP focusing on Research and Securities. They dive into the complexities of the commercial and housing markets, discussing the impact of tariffs and the interplay between demand and supply. They emphasize a cautious optimism in the market's recovery, the resilience of luxury real estate in Florida, and changing cap rates in multifamily investments. They also explore the benefits of recent regulatory changes for landlords.

Ivy Zelman, founder and CEO of Zelman & Associates, shares her outlook on the U.S. housing market. Topics discussed include the resilience of the housing market, comparing the 2020 housing boom to the early 2000s boom, commercial real estate, housing's impact on banking, forecasts for single-family housing, supply of housing, outlook on homebuilding industry, negative outlook on home improvement industry, market for mortgage-backed securities, and the Fed's support with free money.

Ivy Zelman, a real estate expert and Co-Founder of Zelman & Associates, discusses the tumultuous state of the housing market. She highlights the stark divide between high vacancies in the commercial sector and stagnant residential home prices despite soaring mortgage rates. The conversation touches on the unaffordability crisis, the plight of younger generations in homeownership, and innovative solutions like cohabitation. Ivy also emphasizes the need for policy reforms and adaptive strategies to navigate the evolving landscape of real estate.

Ivy Zelman, expert in the housing market, joins Danny Moses to discuss the current state of the housing market. They cover topics such as the impact of the pandemic, price inflation, fluctuating interest rates, housing inventories, quantitative easing, and the rental market. Ivy also shares her top ideas for the housing sector.

Walker Webcast guests Ivy Zelman, Kris Mikkelsen, and Aaron Appel discuss the potential impacts of loan maturities, value-add vs. opportunistic strategies, trends in asset classes, outlook for 2024, challenges for banks, appraisal cap rates vs. transaction cap rates, single-family housing market outlook, negative leverage, availability of capital, and changing landscape of the financial sector.