Residential Real Estate – Page 2 – Cantilever Real Estate

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 […]

Pritzker’s honor: Illinois housing reform fight intensifies

April 24, 2026 by bp56691

The fight over Illinois Gov. J.B. Pritzker’s sweeping housing reform agenda is intensifying as both sides harden their positions. Supporters and detractors by the thousands delivered their opening arguments Thursday at the first major hearing on Pritzker’s six-bill package. Pritzker’s BUILD plan seeks to lower costs by making construction easier and faster statewide. It would […]

PulteGroup targets margin stability through an upward mix shift

April 24, 2026 by bp56691

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

April 24, 2026 by bp56691

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

April 23, 2026 by bp56691

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

April 22, 2026 by bp56691

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

April 21, 2026 by bp56691

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

April 21, 2026 by bp56691

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 […]

The strategic rationale behind QXO’s $17 billion TopBuild acquisition

April 20, 2026 by bp56691

Brad Jacobs’ vaunted, capital treasure-trove-fueled sprint to geographic and marketshare clout, enough to disrupt the nation’s building products and materials supply infrastructure, took another big leap this weekend, with a $17 billion deal to acquire TopBuild, a giant among homebuilder-favored distribution players. During an investor presentation held on Sunday, Jacobs, Chairman and CEO at QXO, […]

How the post-war homebuilders built the modern playbook

April 20, 2026 by bp56691

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 […]