On this episode of “On The Tape,” Danny Moses is joined by Ivy Zelman of Zelman & Associates, who called the housing bust in 2008, for a conversation about the current state of the housing market. 

Timecode Topics:

Intro (0:00)

How the pandemic changed the housing market (3:00)

Price inflation (7:00)

Mortgage rates & how fluctuating interest rates impact the housing sector (10:30)

Housing inventories (15:00) 

Quantitative easing (18:35)

The rental market (20:10)

Ivy’s top ideas (25:15)

Ivy Zelman’s Stock Disclosures:

BZH, CCS, HOV, KBH, LEN, MDC, MHO, MTH, PMH, TOL & TMHC r Stock Ownership:Analyst: NoAnalyst’s Family: NoAnalyst’s Firm: NoInvestment Banking Client: NoOther Conflicts: Yes – Zelman has received compensation for products or services other than investment banking services.DFH:Stock Ownership:Analyst: NoAnalyst’s Family: NoAnalyst’s Firm: NoInvestment Banking Client: YesOther Conflicts: Yes – Zelman has received compensation for products or services other than investmentbanking services.

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