Ivy Zelman identifies Texas as the most challenging and overbuilt housing market, referring to it as the "canary in the coal mine."

The housing markets in the Carolinas and the Midwest are currently outperforming other regions and are considered "shining stars."

The proposed legislation on single-family rentals is expected to negatively impact valuations most in highly concentrated markets such as Phoenix, Dallas, and Atlanta.

The percentage of young adults aged 25 to 40 living at home is currently in the low 20% range, up from approximately 15% in the 1980s and 1990s.

Migration into Texas and Florida housing markets has fallen below pre-COVID levels.

Large production home builders have successfully negotiated with vendors, resulting in input costs declining by low single-digit percentages, a reversal from the typical long-term normalized increase ...

Ivy Zelman predicts an increase in M&A activity within the building products ecosystem, citing Home Depot's recent acquisition of an HVAC distributor as an example.

Ivy Zelman believes the proposed legislation requiring institutional investors to sell single-family rental assets after seven years could reduce property valuations by as much as a third.

Ivy Zelman is dubious that Fannie Mae and Freddie Mac will be privatized under the current administration, citing the negative impact it would have on the housing market.