Double-take double jeopardy: Housing surnames for $100
Housing readers see Clayton and Pulte in DC headlines and assume builder deals, even when stories are unrelated to housing companies.
Homebuilders
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Builders slow starts in May to rebalance pricing and incentives
The real story in today’s Monthly New Residential Construction release from the Census Bureau isn’t a collapse in construction. It’s a production strategy that took shape months ago. Headlines – and their sibling, “headline risk” –don’t enjoy a particularly good reputation among most homebuilding business executives who have chosen to talk with and listen to […]
Why more private homebuilders face a succession test now
A succession challenge homebuilding can no longer ignore A second U.S. President in a row to serve past the age of 80 is in the Oval Office. Whether spoken or not, succession, or rather a sound strategic, operational and organizational cultural plan for it, is on the minds of many. It’s the same in homebuilding […]
Lennar Q2 2026 results test the land-light model
While the world gets swept up in the euphoria of SpaceX’s IPO, some of the rest of us remain anchored to a more down-to-earth – but no less fascinating – domain, where gravity’s still a thing. In this realm, grounded as it is with a you-pick-it array of supply and demand challenges, Lennar just delivered […]
Homebuilders’ spring toolbox: Incentives rose, but conversion stayed weak
Part of this is telling you what you already know. So, make sure you get to the second part. A string of better-than-expected quarters for new-home development players following the pandemic’s onset in 2020 had to end sometime. It did. The first half of 2026 delivered a worse-than-expected spring selling season for many homebuilders — […]
HUD pilots robotics-built housing and automated permitting
A pair of ultra-modest, little-noticed funding opportunities from the U.S. Department of Housing and Urban Development may signal a new strategy taking shape in Washington. The Builder’s Daily has learned that HUD recently opened applications for two new demonstration programs totaling $13 million that target two of the industry’s chronic obstacles to delivering housing at […]
Berkshire Taylor Morrison deal puts vertical integration in focus
Berkshire Hathaway’s planned acquisition of Taylor Morrison has opened the door for us to explore a set of uber-themed questions: about homebuilders’ present and future valuations, leadership and scale, and to the question that public homebuilder boards may now be asking: whether to build toward greater scale or join it. A related question may be […]
Ten years after: Schaefer Homes revs up its engines for growth
Schaefer Homes increased sales 68.3% to 31 homes in 2025, while building a 14-person team and tightening operations for growth
NALHFA: HUD cuts would worsen housing affordability challenges
Jonathan Paine, executive director of NALHFA, says proposed cuts will only exacerbate existing hurdles for many Americans.
Who can buy a top-20 builder now? Berkshire resets board calculus
Berkshire Hathaway‘s planned acquisition of No. 6-ranked homebuilder Taylor Morrison begs big follow-on questions. These mostly spring from who this particular buyer is and the moment they have chosen. One way or another, these follow-up questions may prompt homebuilding leaders to revisit a core imperative many believed they had solved eons ago. For decades, the […]