Leadership – Cantilever Real Estate

KB Home Q2 2026 earnings point to scale vs execution debate

June 25, 2026 by bp56691

Homebuilding’s mid-year public company earnings season is now looking through the prism of the back half of 2026. Each of the sector’s players had better have put themselves in a good position for some heavy lifting and outperformance, rather than lugging around a forgettable first half. In that light, it’s welcome news that one of […]

Young buyers are priced out in most U.S. metros, Pew data shows

June 25, 2026 by bp56691

Buying a first home has gotten materially harder for young adults in most major U.S. metros since 2019, as home values have far outpaced income gains and higher mortgage rates push monthly payments out of reach, according to a new Pew Research Center analysis of American Community Survey data. The study focuses on households headed […]

Builders planned for undersupply, now demand is the swing factor

June 23, 2026 by bp56691

The “emerging trends” in housing story over the past decade or more has been a tale of magnitude variations on a theme: constrained supply eclipsed by growing demand. If there is one conclusion that rises above all others in this year’s “The State of the Nation’s Housing 2026” report, it is that the industry’s challenge […]

What a 50-year-old letter says about accountability in homebuilding

June 19, 2026 by bp56691

Exactly 50 years ago this time of year, a 51-year-old man handwrote a four-page letter on a legal pad to his then 21-year-old son, one of seven children – six of them sons and one angel of a daughter – who was spending a semester studying in Dublin, Ireland. The letter’s narrative arc, now mostly […]

Beazer refinancing raises Dream Finders deal cost by $53 million

June 18, 2026 by bp56691

For weeks, a central question surrounding Dream Finders Homes‘ pursuit of Beazer Homes has been unambiguous: Will Dream Finders’ offer for the company and its public relations campaign be enough to convince Beazer shareholders that a sale should occur? A just-completed debt refinancing by Beazer Homes likely raises the cost of any acquisition of Beazer. […]

Taylor Morrison names Mike Carlo Sarasota division president

June 16, 2026 by bp56691

Taylor Morrison appointed Mike Carlo president of its Sarasota division, citing his 25-plus years in homebuilding. The division operates 7 communities and plans 2 Esplanade additions, including Wellen Park and Cammaray in Lakewood Ranch.

Builders slow starts in May to rebalance pricing and incentives

June 16, 2026 by bp56691

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

June 15, 2026 by bp56691

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

June 12, 2026 by bp56691

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 […]

Stylecraft Builders’ micro approach to margin, pace and growth

June 11, 2026 by bp56691

Stylecraft Builders lifted sales volume 17% in 2025 to 973 homes, $310 million, and projects 1,100 to 1,200 sales in 2026.