Leadership – Cantilever Real Estate

At $32, Dream Finders-Beazer risk is now double-jeopardy

July 9, 2026 by bp56691

[Editor’s note: This is the second of a two-part article in the aftermath of filings this week from Dream Finders Homes and Beazer Homes, as Dream Finders pursues Beazer as an acquisition target. Here’s the link to Part 1]. The surface question in the Dream Finders Homes–Beazer Homes takeover contest is the one everybody is […]

The $32 Beazer bid is in, now the fight is over standstill terms

July 8, 2026 by bp56691

A little more than a month into a hostile homebuilder takeover saga that has not quite reached midsummer, Dream Finders Homes’ pursuit of Beazer Homes is beginning to resemble a Shakespearean tale of unrequited love. The ardent suitor has returned again. And again. The latest offering is richer: $32 per share in cash, up 24% […]

Visionary Homes names former Oakwood exec Ryan Smith CEO

July 8, 2026 by bp56691

Visionary Homes, one of Utah’s largest privately held homebuilders, appointed Ryan Smith as CEO effective Sept. 1, 2026, while co-founder and current chief executive Jeff Jackson will become chairman of the board on Jan. 1, 2027.

Berkshire’s Clayton adds McGuinn Homes to Mungo as scale race widens

July 1, 2026 by bp56691

Clayton Home Building Group confirmed that its Southeast U.S. powerhouse operator, Mungo Homes has acquired Columbia, S.C.-based McGuinn Homes, a four-decade-old regional builder whose rise in HousingWire’s Homebuilder Rankings reflected a carefully executed growth strategy centered on attainable homeownership, disciplined operations and customer focus. In announcing the acquisition, Clayton described the combination as built on […]

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.