Show notes
Ivy Zelman, founder and CEO of Zelman & Associates, joins Forward Guidance to share her outlook on the U.S. housing market. Filmed on August 8, 2023.
Today’s interview is sponsored by Blockfills, a crypto trading solutions and financial technology firm.
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To learn more about Zelman & Associates, email ted@zelmanassociates.com
Follow Ivy Zelman on Twitter https://twitter.com/Ivy_Zelman
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Zelman & Associates 2023 Virtual Housing Summit:
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Registration Cost: $850.00
Special Discount: Email Kim Gray – kim@zelmanassociates.com to register and mention this podcast for a 25% discount!
Housing Summit Event Page:
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Housing Summit Agenda:
https://www.meetmax.com/sched/event_96353/__agenda_cp.html
Why Attend Our Housing Summit:
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About Zelman & Associates:
Extensive macro, sector and company-specific equity research, exclusive industry surveys, stock recommendations, and insights leveraging our constant flow of real-time data. Our insights help connect the dots between all aspects of the housing mosaic to inform strategies and decisions rooted in confidence. Serving institutional investors, corporations, private equity, fixed income, private investors, RIAs and more.
https://www.zelmanassociates.com/
Timecodes:
(00:00) Introduction
(00:28) Resilience Of The U.S. Housing Market
(09:28) Comparing the 2020 Housing Boom to the Early 2000s Housing Boom
(13:43) Commercial Real Estate: Multifamily Housing (Apartment Buildings)
(20:58) Shelter's Contribution To Overall Consumer Price Inflation
(22:35) Housing's Impact On Banking System
(25:53) Forecasts For Single-Family Housing
(32:20) Supply of Housing
(38:53) Outlook on Homebuilding Industry
(43:42) Negative Outlook On Home Improvement Industry
(48:22) Market For Mortgage-Backed Securities (MBS)
(51:06) The Fed Was Supporting The Market With Free Money
(52:37) Macro Outlook
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