Homebuilders – Cantilever Real Estate

Meritage holds its line as new-home demand turns inelastic

January 30, 2026 by bp56691

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 becomes: who has the operational and balance-sheet self-control to decide where to lean in—and where to hold the line—even if it means slower […]

NVR’s Q4 and the value of staying land-light in a headwinds market

January 29, 2026 by bp56691

A headwinds-meets-crosswinds housing market buffets homebuilding business leaders as 2026’s spring selling stretch lies just ahead. Almost in everything, everywhere and all at once, homebuilding firms are buying sales, trying not to be among those whose inventory ages on the vine. An outlying knack for sustaining a new-order pace, defined less by price discovery and […]

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.

Digging into how an institutional investor ban would play out

January 22, 2026 by bp56691

Trump’s executive order attempts to block large institutional investors from buying single-family homes, but there is a carve out for BTR.

What D.R. Horton’s dominance means for every U.S. homebuilder

January 21, 2026 by bp56691

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 […]

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.

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.

Homebuilder confidence dips in January despite easing mortgage rates

January 16, 2026 by bp56691

Builder confidence fell to 37 in January as 65% used incentives, profit margins dropped, and new-home prices declined 8%.

Invitation Homes’ $89 million ResiBuilt buy brings building in-house

January 16, 2026 by bp56691

Invitation Homes’ $89 million acquisition of ResiBuilt – one of homebuilding mergers and acquisitions’ 2026 table-setters – is a “small” deal that can change the rules of engagement and shift the balance of competitive power for two adjacent ecosystems. Here’s the context: Single-family rental REITs, with an exception or two, have historically been buyers of […]

Builders greet 2026 squeezed by policy flux and margin erosion

January 13, 2026 by bp56691

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 […]