January new home sales fall 17.6%, weather and rates in focus
January new home sales fell to a 587,000 annual rate, down 17.6% from December, with prices at $400,500, after a positive sales year in 2025.
New Home Sales
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January “green shoots” won’t tell homebuilders what July will
If you walked the aisles at this year’s International Builders Show, you could feel it. The vibe wasn’t panic. It wasn’t euphoria. It was something in between – a cautious optimism that maybe, just maybe, the worst is behind us. Traffic anecdotes sounded a little better. Some builders spoke about steadier January sales activity. Conversations […]
New home sales still at multiyear highs
New home sales remain steady at 745,000 in December 2025, while housing permits show no growth and inventory declines.
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 […]
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 […]
Lower mortgage rates support steady new home sales
The long-delayed report shows new home sales reached 737,000 in October 2025, up 18.7% from last year, as mortgage rates fall near 6%
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 […]
Are mortgage buydowns a lifeline or a risk for new homebuyers?
Large builders’ mortgage buydowns make new homes more accessible but may artificially inflate prices. There’s an open debate regarding the long-term impact for buyers.
New home price premium hits record low
Monthly payments for new and existing homes are nearly equal due to builder incentives and stagnating prices. New home buyers saw lower rates and down payments in Q3.
Can this immersive technology replace model homes?
AR Homes launched its first AR Theatre in Port St. Lucie, offering buyers a 360-degree virtual model home experience with interactive floor plans and finishes.