Ivy Zelman: Housing Market Downturn Isn't Over
发布时间 2023-08-15 15:15:00 来源
摘要
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]
Follow Ivy Zelman on Twitter https://twitter.com/Ivy_Zelman
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
____
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.
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
GPT-4正在为你翻译摘要中......