Housing Market Downturn Isn’t Over, Says Analyst Who Called 2008 Real Estate Crisis | Ivy Zelman

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. To begin your onboarding process, visit https://blockfills.com/open

To learn more about Zelman & Associates, email [email protected]

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Zelman & Associates 2023 Virtual Housing Summit:
Our 16th Annual Housing Summit continues to provide rich market content, lively panel discussions and fresh perspectives on the housing ecosystem that is unique to Zelman & Associates. Our panel discussions have C-Suite executives moderated by our elite team. We break down content, providing you with actionable insights that will help navigate the current market uncertainty and on into 2024. Zelman's ultimate goal (as always) was to provide you with the most accurate, in-depth and differentiated data and information to help you be successful in your endeavors.
Registration Cost: $850.00
Special Discount: Email Kim Gray – [email protected] to register and mention this podcast for a 25% discount!
Housing Summit Event Page:

https://www.meetmax.com/sched/event_96353/conference_home.html?bank_access=0&event_id=96353

Housing Summit Agenda:
https://www.meetmax.com/sched/event_96353/__agenda_cp.html

Why Attend Our Housing Summit:
Deemed The Best Housing-Related Conference of Year
Attended by over 1,000 Institutional Investors and Industry Executives
Thought-Provoking Panels Across The Housing Mosaic
Corporate Access for Investors and Unique Networking Opportunities
A Who’s Who of Housing with all of the major public and private prevailing thought leaders in attendance

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/
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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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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.