Homebuilding executives are starting the new year with a downbeat view of the housing market, as buyer hesitancy, shaky consumer confidence, shrinking profit margins and elevated incentives weigh on the industry. The... Read more »
Residential construction fell to its lowest point since May 2020, according to an October U.S. Census Bureau report that was delayed by last year’s government shutdown. Widening air pockets of demand over... Read more »
Lennar announced on Tuesday that TPG Real Estate has acquired a majority stake in Quarterra, Lennar’s multifamily vertical. Lennar will maintain a minority interest, but the deal signals a strategic recalibration as... Read more »
Companies across all industries, including homebuilding, have walked back their DEI rhetoric or reduced their public disclosures of diversity, equity, and inclusion programs over the last year. The retreat stands as a... Read more »
By the time Lennar executives reached the question-and-answer portion of their fourth-quarter 2025 earnings call this morning, the tone had shifted. From explanation to defense. What had looked, just a quarter earlier,... Read more »
For Toll Brothers, whose enviable core customers are ones whose financial wherewithal effectively shields them from worries about high prices and high interest rates, the question is not “can they buy?” It’s... Read more »
After three consecutive months of increases, homebuilder confidence plateaued in December. The National Association of Home Builders (NAHB)/Wells Fargo Housing Market Index (HMI) held steady month over month at a reading of 46. The NAHB... Read more »
Praising tariffs as “the greatest thing ever invented“ is unusual — that title is typically reserved for for sliced bread — but Donald Trump has always been vocal about his trade policies.... Read more »
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Closing Bell: Overtime Ivy Zelman, Zelman & Associates, joins ‘Closing Bell Overtime’ to talk her top homebuilder plays in... Read more »
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email John Lovallo, UBS homebuilders analyst, joins ‘The Exchange’ to discuss why he is bullish on builders, how lower interest... Read more »