Housing at a Crossroads with Kris Mikkelsen, Justin Nelson, & Ivy Zelman

They shared their perspectives on key market indicators - including consumer confidence, inflation, cap rates, and Treasury yields - while also exploring broader trends shaping the landscape, from shifting mobility patterns and population growth to the impact of AI. The conversation also touched on where they see the greatest opportunities ahead, highlighting areas of demand and growth despite ongoing macroeconomic volatility.

Watch or listen to the replay.