At Zonda’s Builder 100 event, Todd Tomalak spotlighted 10 emerging trends that could quietly reshape the housing market—and investor strategy. Highlights:
- Stagflation is a major headwind for building product margins.
- Decay in official data (due to collection problems) like household formation and inflation, may distort demand forecasts.
- Product pricing power is consolidating—only 5% of building brands command true pricing strength.
- Postponed moves – Homeowners younger than 50 are deferring moves but are generally less satisfied with their homes, a setup for future mobility.
- Online building product sales are rising, shifting supply chain leverage.
- Longevity gains could expand long-term housing demand by millions of units.
These shifts aren’t just noise—they’re early signals of structural change.
Source: Tomalak, T. (May 07, 2025). 10 Industry Shifts No One’s Talking About (Yet). BUILDER Online.
