The Builder’s Daily – Page 15 – Cantilever Real Estate

Inside QXO’s growth plan after $30.2 billion acquisition spree

May 12, 2026 by bp56691

QXO detailed plans to integrate TopBuild and boost growth to $50B revenue in an investor Q&A. The company plans to grow revenue by scaling acquisitions, expanding cross-selling and improving operational efficiency across its building products platform.

Ivory Prize honors solutions in a higher rate, higher risk backdrop

May 12, 2026 by bp56691

The affordability crisis in American housing demands more invention, more experimentation and more scalable models to break through the chronic chokeholds of economic, building-technology, and political will. The hard truth is that, against a backdrop of a harsher-than-expected new-home sales season and a higher-for-longer interest-rate environment, the operating environment is making it harder to fund, […]

Policy uncertainty takes center stage as AMH reports revenue gains

May 11, 2026 by bp56691

AMH reported record spring leasing activity, 2.8% year-over-year revenue growth, and 95.1% occupied days in Q1 2026. Executives said Section 901 has paused BTR capital, prompting fewer starts and lowering 2026 deliveries guidance.

AI agent aims to reshape how builders screen sites, spot deal risk

May 8, 2026 by bp56691

Warren Buffett, no stranger to the residential real estate business and to the incalculable role of homebuilding and development within it, is quoted as saying, “Valuing a business is part art and part science.” Buffett would appreciate the throughline from his broader mantra to its direct applicability to land valuation, a bulwark of any-sized homebuilding […]

Poll: Americans want Congress to act on lowering housing costs

May 8, 2026 by bp56691

A Bipartisan Policy Center poll of 1,000 registered voters found 83% want Congress to act on housing affordability, while 89% want the House and Senate to pass a bill lowering costs.

After pushback, New Hampshire course-corrects pro-housing laws

May 8, 2026 by bp56691

Last year, New Hampshire lawmakers jumped on the bandwagon of state legislatures targeting a worsening housing shortage by mandating that local governments permit multifamily housing in commercially zoned areas. The effort sought to boost housing supply and improve affordability by stripping away local zoning authority. Local governments, true to the state’s “live free or die” […]

Thomas James Homes’ new CEO details the firm’s go-forward plan

May 7, 2026 by bp56691

New CEO Steve Schlageter says Thomas James Homes will keep prioritizing premium single-lot infill where demand is steady and supply is limited. TJH is strengthening operations in current markets and expects growth to accelerate in 2027 to 2029.

Sparks flare over Florida law to target idle golf courses for housing

May 7, 2026 by bp56691

A bill overriding local zoning authority to allow housing on idle Southeast Florida golf courses drew little public attention during Florida’s legislative session. When the Infill Redevelopment Act passed, warnings over problems it could cause bubbled up, but only in limited circles. It passed in March without a single “nay” vote in the Senate and […]

State zoning preemption tested as Colorado lot bills fail

May 6, 2026 by bp56691

After years of pushing housing affordability reforms, Colorado legislators hit a wall — crashing up against the limits of how much zoning control they could strip from local governments. This year, they sought to require most cities to allow single-family homes on lots as small as 2,000 square feet, about a third the size of […]

Millrose Properties one-year report card, Q1 2026 earnings

May 6, 2026 by bp56691

A year ago, when Lennar completed the spin-off of Millrose Properties into a standalone, publicly traded REIT, the sheer size, root motivation and the complex nature of the pivot ushered in an era of land-banking unlike any before. Global capital asset managers followed suit. Land-banking and asset-light or land-light business and balance sheet management began […]