The best offense is a leaner, meaner next drive: Century’s playbook
Cycle time, incentives, land optionality, and mortgage tools: the defense moves that set up the next offensive run
Leadership
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Meritage holds its line as new-home demand turns inelastic
There’s a version of this market where “buying sales” becomes the default operating system for nearly everyone. When that happens, the question stops being whether incentives rise. They do. The real question becomes: who has the operational and balance-sheet self-control to decide where to lean in—and where to hold the line—even if it means slower […]
NVR’s Q4 and the value of staying land-light in a headwinds market
A headwinds-meets-crosswinds housing market buffets homebuilding business leaders as 2026’s spring selling stretch lies just ahead. Almost in everything, everywhere and all at once, homebuilding firms are buying sales, trying not to be among those whose inventory ages on the vine. An outlying knack for sustaining a new-order pace, defined less by price discovery and […]
What D.R. Horton’s dominance means for every U.S. homebuilder
We’ve said it before. When D.R. Horton reports its quarterly earnings, what you’re watching isn’t just the scoreboard of America’s largest homebuilder. You’re watching a business model operating at a different altitude — and with different oxygen — than almost every other homebuilding enterprise in the country. And when it performs, the implications go far […]
Invitation Homes’ $89 million ResiBuilt buy brings building in-house
Invitation Homes’ $89 million acquisition of ResiBuilt – one of homebuilding mergers and acquisitions’ 2026 table-setters – is a “small” deal that can change the rules of engagement and shift the balance of competitive power for two adjacent ecosystems. Here’s the context: Single-family rental REITs, with an exception or two, have historically been buyers of […]
Builders greet 2026 squeezed by policy flux and margin erosion
By the time the homebuilding industry reaches Super Bowl LX on Sunday, Feb. 8, the stakes will be unmistakable. That date marks more than the unofficial kickoff to Spring Selling Season, for U.S. homebuilders large and small. It signals the point at which months of price capitulation, incentive layering, cost cutting, and balance-sheet triage either […]
Housing starts fall to lowest point since 2020, led by a stall in the Sun Belt
Housing starts fell 7.8% year-over-year in October, led by steep declines in the Sunbelt and Mountain West regions.
Toll Brothers announces Karl Mistry as new CEO, Doug Yearley to become Executive Chairman
Karl Mistry becomes CEO as Toll Brothers leans on high-income buyers and plans its complete exit from the multifamily business.
Learning, capital, and demand: The critical levers for homebuilders in 2026
Many owners, presidents, CEOs, and business leaders we’ve gotten to know over the years at America’s homebuilding firms begin and end each day by turning on the lights, making coffee, and setting out to improve at least three aspects of their operations. January 5, 2026. January 6, 2026. January 31, 2026. And eventually, on December […]
KB Home bets on built-to-order strategy amid a spec-heavy market
KB Home’s focus on built-to-order homes seeks higher margins but may reduce sales volume as market conditions remain volatile.