Willy welcomed back one of the most respected voices in the housing industry, Walker & Dunlop’s Hall of Fame housing market analyst and executive vice president and co-founder of Zelman, Ivy Zelman.
She and Willy covered the hot topics impacting today’s rapidly evolving housing landscape, including tariffs, inflation, interest rates, rising inventories, consumer trends, student loans, immigration, AI implementation, and much more.
Key Points In The Webcast:
00:00 Introduction
01:56 Willy’s overview on Ivy’s CNBC appearance
04:21 The state of housing: Surprises and disappointments
05:36 A preview on the Zelman Housing Summit
07:19 The impact of tariffs on housing
09:20 When tariffs affect the market: Inflation or GDP?
11:01 Employment in the era of tariffs
12:22 When will the Fed take action on unemployment?
13:15 The probability of getting Fed cuts
16:39 The stimulative effect of rate buydowns
20:20 The challenges of housing affordability
23:16 The lock-in effect and its impact on existing inventory
27:22 Increased consolidation in homebuilding: Good or bad?
29:04 Where is all the housing coming from?
33:06 How to bring down the cost of housing
37:05 Should we trust federal data on housing?
39:32 Multifamily predictions
42:03 Single-family and multifamily markets: Pre and Post-COVID
43:28 The negative rent growth of single-family rental
45:17 Outlook on consumer confidence
49:04 Will student loans ripple through future generations?
51:55 The effects of immigration policy on housing
53:12 Pricing on building products
54:29 Home improvements and selling homes
56:59 The refi wave in five years
59:28 Using AI in the housing industry
01:01:55 Which assets should we invest in?
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