Homeowners insurance is reshaping the real estate transaction
Rising premiums and limited coverage are reshaping homebuying. See how builders use Westwood Insurance Agency to bring coverage earlier into the transaction.
Leadership
Auto Added by WPeMatico
PulteGroup targets margin stability through an upward mix shift
PulteGroup’s Q1 2026 ASP fell 5% to $542,000, incentives rose to 10.9%, and gross margin declined to 24.4%.
Meritage Q1 2026 shows why incentives are the new battlefield
The mid-spring earnings cycle has produced a common-language reality check for America’s public homebuilders: the operating backdrop worsened faster than many management teams expected. In such a context of nearly-universal challenge, doing less-worse may count as a win. Meritage Homes’ Q1 2026 numbers serve as a case in point Orders fell 5% year over year, […]
Taylor Morrison pares incentives and leans into buyer choice
Tactical discounts, escalating incentives, absorption-at-any-cost strategies, … you all well know the routine of buying sales and making next to no money in Spring 2026. But that’s not for everybody. Exceptions are out there, public and private. Taylor Morrison has chosen a playbook and is well into executing a game plan that leans on the […]
Beazer Homes CEO Allan Merrill on sustainability and affordability
Beazer Homes CEO Alan Merrill says employee service initiatives help build culture across the company’s divisions, including fundraising tied to an annual half-marathon. He also discusses Beazer’s long-running focus on energy efficiency, durability, and expanding solar communities.
Toll Brothers expands luxury footprint with Buffington acquisition
The market reaction to homebuilder earnings this spring has carried a clear message: scale, discipline, and positioning still matter. Where you choose to deploy them may matter even more. On Tuesday, Toll Brothers signaled its next move in that equation by announcing a deal to acquire substantially all the assets of Fayetteville-based Buffington Homes of […]
D.R. Horton executed again, and smaller builders feel the squeeze
D.R. Horton’s stock arc mapped a familiar story Tuesday. Of investor recognition. Of the power and primacy of no financial or operational surprises to the negative. Shares traded modestly higher on elevated volume following the company’s fiscal Q2 earnings release this morning, as investors processed a result that checked the right boxes: a beat on […]
How the post-war homebuilders built the modern playbook
If you want to understand the DNA of the modern American homebuilding industry, you don’t start in a boardroom or on Wall Street. You start in the aftermath of World War II. The men (and they were almost entirely men at the time) who came home from that war didn’t just return with discipline and […]
Housing supply summit highlights the cost of complexity
I love Jerusalem Demsas’ “Housing Breaks People’s Brains” article in The Atlantic from November 2022. For me, it’s a trailhead for understanding why efforts and solutions aimed at the housing access and attainability crisis for so many Americans often short-circuit and fizzle before they can fix anything. Demsas’ unflinching reporting on “localism and shortage denialism” […]
Lennar land bank exposure under the microscope
All eyes are on Lennar’s forthcoming 10-K filing, maybe as soon as Thursday, as a wave of investor questions converges around one central issue: How much financial risk – recognized or not – sits inside the company’s land-light strategy? In recent days, that question has pitched from a routine analyst inquiry into a whirlwind of […]