Does America Really Have a Housing Shortage? with Ivy Zelman

With affordability still stretched and housing activity subdued, Willy and Ivy will discuss what’s ahead for homebuilding and housing demand, what pricing and incentives reveal about today’s buyer, and the longer-term forces reshaping the market—from slowing household formation and changing demographics to the growing divide between renting and buying. Plus, Ivy weighs in on a critical question: Does America really have a housing shortage?

For anyone trying to understand what’s cyclical, what’s structural, and what it all means for the future of housing, this is a conversation you won’t want to miss.

September 2, 2026 at 12:30 – 1:30 PM ET