Sumitomo Forestry buys Tri Pointe, resetting the arc of homebuilder scale

February 13, 2026 by bp56691

Within a couple of weeks of exactly this time two years ago, the lead-in to a blockbuster $4.9 billion M&A deal involving a Japan-based acquirer of a national public homebuilding enterprise practically wrote itself: “A top-five-ranked U.S. homebuilding company doesn’t happen overnight…. Except when it does.” That same lead applies to 2026’s supercharged kickoff in […]

Taylor Morrison’s 2026 rebalance: romance over discounts

February 12, 2026 by bp56691

Demand that is awakened — lit by a flame, chasing a well-deserved dream home — is fundamentally different from demand sparked by being a rental refugee, where the walls have closed in and every monthly payment feels like a frittered-away sum that could have done more. Serving both customers today increasingly looks like operating in […]

What the Housing for the 21st Century Act means for real estate agents, lenders

February 12, 2026 by bp56691

If enacted, the reforms would mark one of the most aggressive federal efforts in decades to boost housing supply and market activity.

California’s Acacia Village tests offsite infill’s feasibility advantage

February 11, 2026 by bp56691

A pocket neighborhood is a deceptively simple idea, with a decades-deep real-life pedigree. A small cluster of homes. Close enough to share green space and create a sense of place. Small enough to fit into an infill parcel that has sat empty because the land math never quite worked out. In California in 2026, that […]

Barrier to entry: builders’ first challenge is to work through a glut

February 9, 2026 by bp56691

Texas home prices fell in 2025 but forecasts show gains in 2026 as builders slow new construction and population growth continues.

Why antitrust talk may be a pressure tactic — not a probe —against homebuilders

February 7, 2026 by bp56691

A Friday-morning news report suggesting that the Trump administration is exploring an antitrust probe into U.S. homebuilders landed with its intended shock value. The implication? Washington, having rattled its saber, may be preparing to treat large builders as a concentrated market actor whose behavior is contributing to America’s housing affordability crisis. By late Friday afternoon, […]

A spring selling eve – pre-game – note to homebuilding leaders

February 6, 2026 by bp56691

Homebuilders — many we talk with — are calling today’s selling environment one of “demand uncertainty.” The phrase is clear. Traffic is uneven. Conversions are harder to forecast. Buyers hesitate longer, ask sharper questions, and walk away more often. The label itself may quietly misdirect leadership’s attention toward forces builders cannot control — and away […]

The best offense is a leaner, meaner next drive: Century’s playbook

February 4, 2026 by bp56691

Cycle time, incentives, land optionality, and mortgage tools: the defense moves that set up the next offensive run

Beazer pivots to a mix-shift into higher-margin homes after a Q1 loss

February 3, 2026 by bp56691

Beazer Homes reported a $32.6M loss and 14% gross margin as it pivots to higher-priced, energy-efficient homes for 2026.

Are homebuilders really launching a ‘Trump Homes’ rent-to-own plan?

February 3, 2026 by bp56691

An exclusive report published Tuesday by Bloomberg describes an ambitious proposal reportedly being developed by U.S. homebuilders: a massive, privately funded rent-to-own initiative branded internally as “Trump Homes,” potentially delivering up to one million houses and more than $250 billion in housing value. What more compelling story could there be, especially amidst a shaky, uncertain […]