Leadership – Page 4 – Cantilever Real Estate

Policy uncertainty takes center stage as AMH reports revenue gains

May 11, 2026 by bp56691

AMH reported record spring leasing activity, 2.8% year-over-year revenue growth, and 95.1% occupied days in Q1 2026. Executives said Section 901 has paused BTR capital, prompting fewer starts and lowering 2026 deliveries guidance.

Thomas James Homes’ new CEO details the firm’s go-forward plan

May 7, 2026 by bp56691

New CEO Steve Schlageter says Thomas James Homes will keep prioritizing premium single-lot infill where demand is steady and supply is limited. TJH is strengthening operations in current markets and expects growth to accelerate in 2027 to 2029.

The Gathering takeaway: how Olivia Clarke Homes wins in DFW

May 4, 2026 by bp56691

The story of American homebuilding is mostly one of bootstrapped businesses. They mostly get forged in hard circumstances, with a single, almost instantaneous reckoning that there are no shortcuts to success … or even to being around in five years, fighting to achieve it. It requires leaders willing to take risks across land, capital, construction, […]

Green Brick leverages industry-leading margins to drive optionality

May 4, 2026 by bp56691

Green Brick Partners posted a 28.9% Q1 2026 gross margin as incentives rose to 10.1% and Trophy backlog reached 40%.

KB Home CFO Robert Dillard to resign this month

May 3, 2026 by bp56691

KB Home Executive Vice President and Chief Financial Officer Robert R. “Rob” Dillard will step down from his role effective May 8, 2026, the Los Angeles-based homebuilder disclosed in a Form 8-K filed with the Securities and Exchange Commission on April 29. Dillard’s departure is “not related to any disagreement with KB Home or its […]

Clayton CrossMod single-section missing middle housing launches

May 1, 2026 by bp56691

“Try a lot of new things. Keep what works.” This has been an operational mantra at Clayton for more than a decade, inspired by Chairman and CEO Kevin Clayton’s embrace of the Japanese principle of kaizen – constant, patient, humble, unrelenting improvement. That ethos – more discipline than buzzword, more practice than promise – frames […]

Smith Douglas Homes prioritizes pace over price, plays the long game

April 30, 2026 by bp56691

Smith Douglas posted 28% higher net new orders in Q1 2026, but gross margin fell to 19.6% as incentives hit 730 basis points.

Why LGI Homes is the clearest read on entry-level buyer math

April 30, 2026 by bp56691

A tale of two Spring Selling housing markets set the scene for LGI Homes’ Q1 2026 earnings release this week. Structurally, it’s not a market short on demand. Behaviorally and psychologically, though, it’s got homebuilders struggling to convert it. Team LGI’s performance – and every other public homebuilder in the current earnings cycle, for that […]

Century’s spec and land optionality model zigs as others zag

April 27, 2026 by bp56691

Century Communities raised gross margin to 17.8% and cut incentives to 12.5% as deliveries slowed to just over 2,000 in Q1 2026.

What if the housing shortage era is ending for some metros?

April 27, 2026 by bp56691

The Changing Landscape “This is not a forecast. A forecast is a prediction, the validity of which my ego and I are professionally responsible for. What I offer here is speculation – something that is likely enough to write about but not so likely that my ego hangs in the balance.” – George Friedman “When […]