US Homebuilding Industry – Regional Expectations & 2023 Outlook

  • Public Equity
  • Industrials
  • North America


Former executive to the VP at The White House


  • Expectations for 2023 housing starts, discussing single- vs multi-family trends
  • Regional demand trends, assessing resilient vs at-risk markets
  • Demand expectations across customer groups – first-time mover, move up, over-55 and others
  • US homebuyer credit assessment and implications of rising rates
  • 2023 outlook, discussing AVMs (automated valuation models), iBuying and mortgage REITs’ mortgaged-backed security portfolios


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