Builders engineer payments, not prices — LGI results highlight why

Builders engineer payments, not prices — LGI results highlight why

We intended to dig into LGI Homes’ fourth-quarter and full-year 2025 earnings last week. Then the National Association of Home Builders’ International Builders’ Show happened in Orlando, and the days became a... Read more »
Daiwa House’s Stanley Martin strikes 1M deal

Daiwa House’s Stanley Martin strikes $221M deal

In the two-thousand-mid-teens, you would not have needed a crystal ball to predict that three Japan-based vertically integrated real estate powerhouses would each rank among the nation’s top 15 enterprises. That’s because... Read more »
2025 new-home sales inched up; concessions weakened prices

2025 new-home sales inched up; concessions weakened prices

A delayed December new-home sales release showed a slight increase in 2025 over a year earlier, but median new-home sales prices decreased, reflecting a challenging homebuilding market weighed down by cost reductions,... Read more »
January “green shoots” won’t tell homebuilders what July will

January “green shoots” won’t tell homebuilders what July will

If you walked the aisles at this year’s International Builders Show, you could feel it. The vibe wasn’t panic. It wasn’t euphoria. It was something in between – a cautious optimism that... Read more »
Why the first 30 days can  make or break resident loyalty

Why the first 30 days can  make or break resident loyalty

With national vacancy rates hovering around 7%, property managers are under pressure to differentiate, retain residents, and operate more efficiently—all at the same time. The first 30 days of a lease are... Read more »
Beazer Homes’ key differentiator? Sustainability and innovation

Beazer Homes’ key differentiator? Sustainability and innovation

Like it or not, for consumers in today’s market for a newly built home – especially younger, more price- and interest-rate sensitive ones – a home builder is a homebuilder is a... Read more »
Stop marketing moments; start designing systems

Stop marketing moments; start designing systems

Here’s something I’ve been turning over in my head as we grind our way into Spring Selling 2026 — one that feels especially relevant for homebuilders and every functional leader who’s trying... Read more »
Sumitomo Forestry buys Tri Pointe, resetting the arc of homebuilder scale

Sumitomo Forestry buys Tri Pointe, resetting the arc of homebuilder scale

Within a couple of weeks of exactly this time two years ago, the lead-in to a blockbuster $4.9 billion M&A deal involving a Japan-based acquirer of a national public homebuilding enterprise practically... Read more »
Taylor Morrison’s 2026 rebalance: romance over discounts

Taylor Morrison’s 2026 rebalance: romance over discounts

Demand that is awakened — lit by a flame, chasing a well-deserved dream home — is fundamentally different from demand sparked by being a rental refugee, where the walls have closed in... Read more »
Meritage holds its line as new-home demand turns inelastic

Meritage holds its line as new-home demand turns inelastic

There’s a version of this market where “buying sales” becomes the default operating system for nearly everyone. When that happens, the question stops being whether incentives rise. They do. The real question... Read more »