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%.
Homebuilders
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Invitation Homes’ $89 million ResiBuilt buy brings building in-house
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
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 […]
Housing starts fall to lowest point since 2020, led by a stall in the Sun Belt
Housing starts fell 7.8% year-over-year in October, led by steep declines in the Sunbelt and Mountain West regions.
Lennar sells majority stake in multifamily business, signaling strategic shift
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.
Learning, capital, and demand: The critical levers for homebuilders in 2026
Many owners, presidents, CEOs, and business leaders we’ve gotten to know over the years at America’s homebuilding firms begin and end each day by turning on the lights, making coffee, and setting out to improve at least three aspects of their operations. January 5, 2026. January 6, 2026. January 31, 2026. And eventually, on December […]
KB Home bets on built-to-order strategy amid a spec-heavy market
KB Home’s focus on built-to-order homes seeks higher margins but may reduce sales volume as market conditions remain volatile.
Spanberger unveils Virginia housing affordability plan
Virginia Gov.-elect Abigail Spanberger (D) focused on improving affordability during her campaign. To follow through, she rolled out a housing agenda that leans heavily on preservation of existing affordable homes, empowering localities to add more, and rebuilding state-level tools.
TD Bank expresses cautious optimism for affordable housing in 2026
A TD Bank survey shows that half of affordable housing professionals believe market challenges will affect their deal pipelines next year.
Dwight Schar, founder of NVR Inc., has died
Dwight Schar, NVR founder and former executive chairman, has died. He was key to NVR’s growth and was also once a minority owner of the Washington Commanders NFL franchise.