Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Research firm
Zelman & Associates
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q2 (8 quarters).
- Questions
- 88on tracked calls
- Challenge rate
- 11%10 of 88 questions
- Analysts
- 4with at least one question
- Companies
- 11questioned at least once
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Analysts
Most questions first. Each challenge rate shows the exact count behind it.
| Analyst | Companies | Questions | Challenge rate |
|---|---|---|---|
| Alan Ratner | 3 | 39 | 21%8 of 39 questions |
| Alex Kim | 6 | 38 | 0%none of 38 questions |
| Jesse LedermanLimited sample | 1 | 7 | 29%2 of 7 questions |
| Ivy ZelmanLimited sample | 2 | 4 | 0%none of 4 questions |
- Alan Ratner3 companies · 39 questions21%8 of 39 questions
- Alex Kim6 companies · 38 questions0%none of 38 questions
- 29%2 of 7 questions
- 0%none of 4 questions
Companies
Most questions first, counting every analyst at this firm.
- DHID. R. Horton15 questions
- LENLennar14 questions
- PHMPulteGroup12 questions
- UDRUDR, Inc.8 questions
- CPTCamden Property Trust7 questions
- INVHInvitation Homes7 questions
- MAAMid-America Apartment Communities7 questions
- ESSEssex Property Trust6 questions
- VMRKVivmark Residential6 questions
- AVBAvalonBay Communities4 questions
- BLDRBuilders FirstSource2 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Analysts | Companies |
|---|---|---|---|---|
| 2024 Q3 | 2 | 50%1 of 2 questions | 1 | 1 |
| 2024 Q4 | 13 | 31%4 of 13 questions | 3 | 9 |
| 2025 Q1 | 12 | 25%3 of 12 questions | 3 | 9 |
| 2025 Q2 | 14 | 7%1 of 14 questions | 4 | 9 |
| 2025 Q3 | 13 | 8%1 of 13 questions | 3 | 10 |
| 2025 Q4 | 15 | 0%none of 15 questions | 4 | 11 |
| 2026 Q1 | 11 | 0%none of 11 questions | 3 | 8 |
| 2026 Q2 | 8 | 0%none of 8 questions | 3 | 7 |
- 2024 Q32 questions · challenge rate 50% (1 of 2 questions) · 1 analyst · 1 company
- 2024 Q413 questions · challenge rate 31% (4 of 13 questions) · 3 analysts · 9 companies
- 2025 Q112 questions · challenge rate 25% (3 of 12 questions) · 3 analysts · 9 companies
- 2025 Q214 questions · challenge rate 7% (1 of 14 questions) · 4 analysts · 9 companies
- 2025 Q313 questions · challenge rate 8% (1 of 13 questions) · 3 analysts · 10 companies
- 2025 Q415 questions · challenge rate 0% (none of 15 questions) · 4 analysts · 11 companies
- 2026 Q111 questions · challenge rate 0% (none of 11 questions) · 3 analysts · 8 companies
- 2026 Q28 questions · challenge rate 0% (none of 8 questions) · 3 analysts · 7 companies
Topics and sectors
Topics tagged on this firm’s questions
- Demand29
- Pricing22
- Capex Investment15
- Margin14
- Competitive Dynamics14
- Revenue Growth12
- Cost Pressure11
- Capital Allocation11
- Credit7
- M&A7
Show all 19 topics
- Geographic Expansion6
- Macroeconomic5
- Innovation & R&D5
- Trade Tariffs4
- Guidance Reliability4
- Supply Chain4
- Regulation Policy3
- Cloud & AI1
- Product Launch1
Questions by company sector
- Real Estate45
- Consumer Cyclical41
- Industrials2