Homebuilders – Page 8 – Cantilever Real Estate

Builders started 2026 with margin pressure, then came Iran war risk

March 5, 2026 by bp56691

Making less money but making steady headway may be a crude way to boil down what early 2026 was looking like for many homebuilding business leaders. Public homebuilder execs were not discussing a plain-and-simple “recovery trade.” The most consistent post-earnings themes – across demand, pricing, margins and capital strategy – indicated a market that is […]

New eXp division bridges homebuilder-brokerage service gap

March 5, 2026 by bp56691

eXp New Homes is designed to help agents navigate the complexities of the development process while delivering a higher level of service.

Here’s what will actually move the needle on housing affordability

March 3, 2026 by bp56691

Housing affordability continues to dominate the headlines, but most proposed “solutions” rely on assumptions that are either unlikely or insufficient on their own. Falling interest rates, off-site construction, government subsidies and value engineering all play a role. None of them – individually or even together – as they are currently being pursued, will move the […]

What war risk could mean for builders, rates and spring demand in 2026

March 2, 2026 by bp56691

Nature abhors a vacuum and does something about it. Homebuilders, their business and channel partners, their investors and lenders and their customers abhor uncertainty. But what can and will they do about it? Other than brace for more bumps. More air pockets. More “buying” of sales rather than selling of American households on houses that […]

Millrose outperforms with disciplined growth, strong partnerships

February 27, 2026 by bp56691

Now one for the books, the 2025 homebuilding market slowed in new construction, resulting in contract cancellations and reduced takedown activity. Millrose Properties, whose epic scale and timing launched a new era in land banking and asset-light homebuilding development in early 2025, bucked that trend. Millrose – which began spinning out from Lennar in December […]

Hovnanian recalibrates amid a shift to a higher-margin mix

February 26, 2026 by bp56691

Hovnanian reported Q1 2026 net income of $20.9M, but gross margin fell to 13.4% as incentives stayed elevated.

From IPO spark to global scale pivot: Tri Pointe enters a new power axis

February 26, 2026 by bp56691

Thirteen years ago, on a rain-slick January morning in lower Manhattan, a three-and-a-half-year-old homebuilder’s president pressed and held the New York Stock Exchange bell for a full count of ten. TRI Pointe Homes’ January 31, 2013 IPO wasn’t simply a liquidity event. It was a strategic and capital comet. Capital that had been sitting on […]

How one Florida community transformed hurricane resilience into record sales

February 25, 2026 by bp56691

Babcock Ranch logged 1,066 net sales in 2025, up 34%, even as housing demand in Southwest Florida weakened.

Builders engineer payments, not prices — LGI results highlight why

February 24, 2026 by bp56691

We intended to dig into LGI Homes’ fourth-quarter and full-year 2025 earnings last week. Then the National Association of Home Builders’ International Builders’ Show happened in Orlando, and the days became a blur of conversations, walking meetings, and on-the-fly triangulation among builders, capital partners, manufacturers and operators trying to answer the same question in different […]

UHG goes private: Daiwa House’s Stanley Martin strikes $221M deal

February 23, 2026 by bp56691

UHG goes private: Daiwa House’s Stanley Martin strikes 1M deal

In the two-thousand-mid-teens, you would not have needed a crystal ball to predict that three Japan-based vertically integrated real estate powerhouses would each rank among the nation’s top 15 enterprises. That’s because each of those three organizations – Daiwa House, Sekisui House and Sumitomo Forestry – having established beachheads in the U.S. homebuilding and residential […]