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.
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.
Rural affordable housing development is hindered by limited financing options. Lenders and investors often overlook smaller rural projects, only widening the affordability gap.