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Why M/I Homes is spec-heavy ahead of the spring selling season

January 29, 2026 by bp56691
M/I Homes relies on spec homes for Q4 sales pace, but gross margin slid 650 basis points amid affordability headwinds.
Categories Earnings, homebuilder, Homebuilders, The Builder's Daily

Florida-based modular builder launches expandable housing model

January 20, 2026 by bp56691
Mesocore launches an expandable modular home in Florida, offering affordable entry-level options and rapid disaster relief solutions.
Categories Affordability, Disaster Relief, homebuilder, Homebuilders, The Builder's Daily

Manufactured housing gains traction, but negative stigma persists

January 19, 2026 by bp56691
Manufactured housing is part of federal efforts to improve affordability, but negative stigmas continue to impact the industry.
Categories homebuilder, Homebuilders, Manufactured Housing, The Builder's Daily

Homebuilder confidence dips in January despite easing mortgage rates

January 16, 2026 by bp56691
Homebuilder confidence dips in January despite easing mortgage rates
Builder confidence fell to 37 in January as 65% used incentives, profit margins dropped, and new-home prices declined 8%.
Categories Builder Confidence, homebuilder, Homebuilder Confidence, Homebuilders, NAHB, The Builder's Daily

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

January 9, 2026 by bp56691
Housing starts fell 7.8% year-over-year in October, led by steep declines in the Sunbelt and Mountain West regions.
Categories Construction, homebuilder, Homebuilders, Housing Starts, Leadership, The Builder's Daily

Toll Brothers announces Karl Mistry as new CEO, Doug Yearley to become Executive Chairman

January 8, 2026 by bp56691
Karl Mistry becomes CEO as Toll Brothers leans on high-income buyers and plans its complete exit from the multifamily business.
Categories homebuilder, Leadership, Team Leaders, The Builder's Daily, Toll Brothers

Lennar sells majority stake in multifamily business, signaling strategic shift

January 7, 2026 by bp56691
Lennar sold a majority stake in Quarterra to TPG amid a $75 million loss in 2025, enabling the builder to focus more on core homebuilding.
Categories homebuilder, Homebuilders, Lennar, Multifamily, Multifamily Housing, The Builder's Daily

Lennar targets margin stability with operational efficiency and steady volume

December 17, 2025 by bp56691
Lennar is targeting 3% delivery growth in 2026, relying on operational improvements and a land-light strategy to manage margin pressures and support affordable supply.
Categories homebuilder, Homebuilders, Leadership, Lennar, The Builder's Daily

Homebuilder confidence ticks up but remains low

December 15, 2025 by bp56691
Homebuilder confidence ticks up but remains low
Builder confidence rose slightly in December but remains low, with 40% of builders cutting prices and 67% offering incentives. Entry-level homebuilders face the greatest challenges due to shrinking margins and weak demand.
Categories Builder Confidence, homebuilder, Homebuilder Confidence, Homebuilder Sentiment, Leadership, NAHB, The Builder's Daily

Toll Brothers leans on luxury to navigate homebuilding’s headwinds

December 10, 2025 by bp56691
Toll Brothers’ focus on affluent buyers and luxury homes supports healthy margins and steady growth, even as broader housing demand remains weak.
Categories Earnings, homebuilder, Homebuilders, Leadership, Luxury Real Estate, The Builder's Daily, Toll Brothers
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