Latest Updates Around The World
Pessimists are now telling you that housing in Dallas/Fort Worth is tipping over. Starts are down. Stock has run out. The margins are thinner than during the peak years of 2021 and 2022. This is technically true. It is also a misleading conclusion. What the doom crowd misses is the distinction between a cyclical reset […]
It’s a classic, almost predictable “I told you so” moment in home building. The most important thing Pulte Group did not tell the market during its Q4 2025 earnings call that it plans to divest ICG (Innovative Construction Group). It was Why – and what that ‘why’ implies about the harsh reality that homebuilders discover […]
M/I Huizen’ Earnings figures for the fourth quarter of 2025 Details were revealed this week about how one of the country’s top 20 homebuilding companies will pursue a contrarian, spec-heavy strategy. Based on the company’s geographic footprint, product lineup and construction operational efficiencies, M/I executives are betting that a measured spec strategy will pay off […]
Today’s homebuyer moves at a digital speed. They expect answers in minutes instead of hours, and seamless conversations across websites, SMS and digital campaigns, with personalized guidance without delay. Builders, meanwhile, are investing more heavily in digital marketing platforms and lead generation tools. Yet Online Sales Consultants (OSC) response rates have not kept pace with […]
Editor’s note: This interview has been edited for length and clarity. Sarah Wolak: Since it’s your first week at Go, I wanted to ask how you got into the role. Jay Promisco: Ultimately, I just met the founders and the investment team behind them [majority owner] Jordan Hansell, and spent a lot of time making […]
As the housing market prices more and more Americans, federal lawmakers are taking a closer look at manufactured housing as a more affordable supply alternative to a traditional self-built home. Nevertheless, misconceptions about new housing developments – that they are dilapidated, ugly or unsafe – continue to plague a segment of the single-family home market. […]
Homebuilding executives are entering the new year with a bleak outlook on the housing market as buyer hesitancy, shaky consumer confidence, shrinking profit margins and increased incentives weigh on the sector. The National Association of Home Builders (NAHB)/Wells Fargo The builder confidence indicator for the housing market index (HMI) remained negative at 37, down two […]
Invitation Houses‘$89 million acquisition of ResiBuilt – one of the table-setters of housing M&A in 2026 – is a “small” deal that could change the rules of engagement and shift the balance of competitiveness for two adjacent ecosystems. Here’s the context: Single-family rental REITs, with a few exceptions, have historically been home buyers. Single-family builders […]
For the past five years, to this day, an 800-pound gorilla has taken a seat at the table in every meeting. Taylor Morrison meeting room in each office of the organization. From the headquarters in Scottsdale, AZ, to the three national operating regions, to the division centers in 20 markets in 12 states, to the […]
Lennar announced this on Tuesday TPG Real Estate has acquired a majority stake QuarterLennar’s multifamily vertical. Lennar will retain a minority stake, but the deal signals a strategic recalibration as the builder’s multifamily business suffered a significant net loss last year. Lennar’s multifamily business suffered an operating loss of about $75 million in fiscal 2025, […]
