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 »
President Trump’s 25% tariffs on Mexican and Canadian imports, initially set to go into effect earlier this week on Tuesday, March 4, have been delayed up until April 2. Trump granted Mexico... 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 »
New home sales grew over last month in the latest Census report, but homebuilders are now facing a supply issue — their inventory is building up. This is the reason why housing... Read more »
On Thursday, the devastation of Hurricane Helene reached a grim milestone as the death toll has reached 200, according to reporting by the The Associated Press. In the western regions of North... Read more »
This has kept single-family permits from falling and kept construction workers employed to build and finish the backlog of single-family homes in the pipeline. We obviously can’t say that the apartment marketplace... Read more »
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email John Lavollo, UBS analyst, joins ‘Squawk on the Street’ to discuss the optimism in the housing market in 2024... Read more »
In some ways, 2023 was the year of the homebuilder. There wasn’t much competition from existing homeowners. And with the ability to buy down consumers’ mortgage rates while still maintaining double-digit margins,... Read more »
Unemployment keeps falling and home prices keep going up. It’s a great recipe for a strong housing market. Nothing has been able to stop the housing boom — not even higher interest... Read more »
For the fourth consecutive month, homebuilder confidence sank in November, according to the National Association of Home Builders/Wells Fargo Housing Market Index published last week. The pessimistic streak is especially notable given... Read more »