Ivy Zelman and Dennis McGill Challenge the Housing Market Orthodoxy 

5-star housing analyst Ivy Zelman is back on the Walker Webcast! She saw the future of the housing market in 2005 and 2012 -- are her predictions right again? Her latest "Cradle to Grave" report debunks the narrative that we have a housing shortage.
 
On this Walker Webcast, Willy Walker interviewed Ivy to discuss how slow population growth and shifting demographic characteristics mean that the seeds of housing oversupply may be planted. We'll also be sneaking in a few questions about her new memoir, Gimme Shelter!

0:48 - Willy introduces today’s guests, Ivy Zelman and Dennis McGill.
3:22 - The biggest lessons and takeaways from Ivy’s book.
6:30 - The importance of networking and being kind.
8:30 - Ivy’s experience as a woman in the industry.
15:53 - Ivy’s method for watching the stock market now.
20:32 - Discussing Ivy and Dennis’s publication Investors Gone Wild.
27:25 - Immigration, population decline and demographics.
36:30 - The timeline for oversupply.
43:08 - Demand for new vs. old homes.
47:15 - Discussing the build for rent market.
55:12 - Closing words.

Listen now!

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