Builders started 2026 with margin pressure, then came Iran war risk

Making less money but making steady headway may be a crude way to boil down what early 2026 was looking like for many homebuilding business leaders. Public homebuilder execs were not discussing a plain-and-simple “recovery trade.” The most consistent post-earnings themes – across demand, pricing, margins and capital strategy – indicated a market that is […]

What war risk could mean for builders, rates and spring demand in 2026

Nature abhors a vacuum and does something about it. Homebuilders, their business and channel partners, their investors and lenders and their customers abhor uncertainty. But what can and will they do about it? Other than brace for more bumps. More air pockets. More “buying” of sales rather than selling of American households on houses that […]

California’s Acacia Village tests offsite infill’s feasibility advantage

California’s Acacia Village tests offsite infill’s feasibility advantage
A pocket neighborhood is a deceptively simple idea, with a decades-deep real-life pedigree. A small cluster of homes. Close enough to share green space and create a sense of place. Small enough to fit into an infill parcel that has sat empty because the land math never quite worked out. In California in 2026, that […]