What D.R. Horton’s dominance means for every U.S. homebuilder

What D.R. Horton’s dominance means for every U.S. homebuilder

We’ve said it before. When D.R. Horton reports its quarterly earnings, what you’re watching isn’t just the scoreboard of America’s largest homebuilder. You’re watching a business model operating at a different altitude... Read more »
Florida-based modular builder launches expandable housing model

Florida-based modular builder launches expandable housing model

West Palm Beach, Fla.-based Mesocore Modular Homes is introducing an expandable modular housing model aimed at improving affordability and disaster relief, an important issue in a state prone to devastating hurricanes.  Positioned... Read more »
Manufactured housing gains traction, but negative stigma persists

Manufactured housing gains traction, but negative stigma persists

As the housing market prices out more and more Americans, federal lawmakers are taking a closer look at manufactured housing as a more affordable supply-side alternative to a traditional stick-built home. Nevertheless,... Read more »
Homebuilder confidence dips in January despite easing mortgage rates

Homebuilder confidence dips in January despite easing mortgage rates

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 »
Housing starts fall to lowest point since 2020, led by a stall in the Sun Belt

Housing starts fall to lowest point since 2020, led by a stall in the Sun Belt

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 sells majority stake in multifamily business, signaling strategic shift

Lennar sells majority stake in multifamily business, signaling strategic shift

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 »

Under pressure, public homebuilders rebrand or mute DEI stance

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 »
Lennar targets margin stability with operational efficiency and steady volume

Lennar targets margin stability with operational efficiency and steady volume

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 »
Toll Brothers leans on luxury to navigate homebuilding’s headwinds

Toll Brothers leans on luxury to navigate homebuilding’s headwinds

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 »
Homebuilder confidence plateaus in December

Homebuilder confidence plateaus in December

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 »