Taylor Morrison CEO says trust can scale in a stress-test market
In a market where 66% of builders use incentives, Sheryl Palmer points to reputation, internal alignment, and data systems as advantages
Homebuilder Confidence
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Why more builder discounts are not unlocking new-home demand
In September, two out of three homebuilders used incentives and 38% cut prices by 6% on average
Homebuilder confidence nudges up but remains below par
Builder confidence stayed at 38 in March, with 37% cutting prices and oil near $100 per barrel adding pressure to demand and costs.
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 — and with different oxygen — than almost every other homebuilding enterprise in the country. And when it performs, the implications go far […]
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%.
Builders greet 2026 squeezed by policy flux and margin erosion
By the time the homebuilding industry reaches Super Bowl LX on Sunday, Feb. 8, the stakes will be unmistakable. That date marks more than the unofficial kickoff to Spring Selling Season, for U.S. homebuilders large and small. It signals the point at which months of price capitulation, incentive layering, cost cutting, and balance-sheet triage either […]
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.
Michigan cities, lawmakers seek $800M for housing incentives
The program would provide up to $100,000 for new housing construction or up to $30,000 for repairs covering as much as 30% of costs.
Redfin: Multifamily housing permits fall from pandemic highs
Developers secured an average of 12.8 permits for buildings with at least five units per 10,000 people from July 2024 through June 2025.
Single-family construction is getting worse due to rates
Thanks to Fed policy, data on single-family construction is not improving; in fact, it is getting worse.