From IPO spark to global scale pivot: Tri Pointe enters a new power axis

February 26, 2026 by bp56691

Thirteen years ago, on a rain-slick January morning in lower Manhattan, a three-and-a-half-year-old homebuilder’s president pressed and held the New York Stock Exchange bell for a full count of ten. TRI Pointe Homes’ January 31, 2013 IPO wasn’t simply a liquidity event. It was a strategic and capital comet. Capital that had been sitting on […]

How one Florida community transformed hurricane resilience into record sales

February 25, 2026 by bp56691

Babcock Ranch logged 1,066 net sales in 2025, up 34%, even as housing demand in Southwest Florida weakened.

Builders engineer payments, not prices — LGI results highlight why

February 24, 2026 by bp56691

We intended to dig into LGI Homes’ fourth-quarter and full-year 2025 earnings last week. Then the National Association of Home Builders’ International Builders’ Show happened in Orlando, and the days became a blur of conversations, walking meetings, and on-the-fly triangulation among builders, capital partners, manufacturers and operators trying to answer the same question in different […]

UHG goes private: Daiwa House’s Stanley Martin strikes $221M deal

February 23, 2026 by bp56691

UHG goes private: Daiwa House’s Stanley Martin strikes 1M deal

In the two-thousand-mid-teens, you would not have needed a crystal ball to predict that three Japan-based vertically integrated real estate powerhouses would each rank among the nation’s top 15 enterprises. That’s because each of those three organizations – Daiwa House, Sekisui House and Sumitomo Forestry – having established beachheads in the U.S. homebuilding and residential […]

January “green shoots” won’t tell homebuilders what July will

February 20, 2026 by bp56691

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 […]

Gov. Pritzker calls for zoning reform to buoy Illinois housing access

February 19, 2026 by bp56691

Illinois state lawmakers took up housing affordability last year. The results underwhelmed. Now, Gov. J.B. Pritzker is pushing to put housing at the center of Illinois’ broader affordability agenda. “The problem is clear – rent is too high and home ownership is too far out of reach,” Pritzker said in his State of the State […]

For Toll Brothers, disciplined execution beats market uncertainty

February 19, 2026 by bp56691

Today’s headwinds new-home market rewards homebuilding teams that do the hardest things the best. In that light, a glib explanation for Toll Brothers’ Q1 2026 performance would be to point to geography and demographics: a luxury buyer profile, higher incomes and lower sensitivity to mortgage rates. The harder – and more reality-grounded – explanation is […]

Stop marketing moments; start designing systems

February 15, 2026 by bp56691

Here’s something I’ve been turning over in my head as we grind our way into Spring Selling 2026 — one that feels especially relevant for homebuilders and every functional leader who’s trying to steer a business through a tougher, noisier, more skeptical market: If your marketing only works when everything goes right, it’s not a […]

Q4 2025 earnings for publicly traded mortgage, real estate and homebuilder companies

February 13, 2026 by bp56691

As earnings results wrap up for Q4 2025, here’s a rundown of what’s happened for major lenders, brokerages, homebuilders, listing portals and title firms.

Sumitomo Forestry buys Tri Pointe, resetting the arc of homebuilder scale

February 13, 2026 by bp56691

Within a couple of weeks of exactly this time two years ago, the lead-in to a blockbuster $4.9 billion M&A deal involving a Japan-based acquirer of a national public homebuilding enterprise practically wrote itself: “A top-five-ranked U.S. homebuilding company doesn’t happen overnight…. Except when it does.” That same lead applies to 2026’s supercharged kickoff in […]