The Builder’s Daily – Page 12 – Cantilever Real Estate

Meritage holds its line as new-home demand turns inelastic

January 30, 2026 by bp56691

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

January 29, 2026 by bp56691

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 […]

Why M/I Homes is spec-heavy ahead of the spring selling season

January 29, 2026 by bp56691

M/I Homes relies on spec homes for Q4 sales pace, but gross margin slid 650 basis points amid affordability headwinds.

Louisville, Ky., joins municipalities piloting AI to fast-track permits

January 28, 2026 by bp56691

AI pilot programs in cities like Louisville aim to cut permitting delays, saving time for builders and supporting housing supply growth.

Indiana bill targets housing affordability with state zoning changes

January 28, 2026 by bp56691

Another state vs. local jurisdiction showdown is brewing up in Indiana. Lawmakers there are poised to strip cities of much of their power over where and how new housing is built, setting up a clash over who holds the reins of local growth and – critically – housing development. Indiana’s proposed bill would transform how […]

How a state bar filing could derail a California upzoning plan

January 27, 2026 by bp56691

The latest “not in my backyard” tactic in California’s local zoning disputes and state housing law battles? Filing a complaint with the state bar association. A case in point: An attorney who failed in an effort to derail a Rancho Palos Verdes, Calif., upzoning lodged a complaint with the California State Bar about a March […]

Policy clash: how two housing policies blend to price out millions

January 26, 2026 by bp56691

It goes with the insanity of today’s U.S. housing affordability crisis that two rights can make a wrong. Two federal policies — each designed to lower the lifetime operating cost of owning a home — can instead combine to raise the barrier to entry so high that millions of households never get through the front […]

California housing reform faces new test as LA Metro resists transit zoning law

January 23, 2026 by bp56691

California has become a test lab for housing reform. The state stands as an ongoing experiment-in-process for how far lawmakers will go to legalize the development of more homes and how hard local officials and neighborhood activists will fight to stop it. The latest flashpoint struck on Thursday, as the Los Angeles transit agency board […]

Digging into how an institutional investor ban would play out

January 22, 2026 by bp56691

Trump’s executive order attempts to block large institutional investors from buying single-family homes, but there is a carve out for BTR.

What D.R. Horton’s dominance means for every U.S. homebuilder

January 21, 2026 by bp56691

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 […]