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Homebuilding

12 of the 15 major homebuilders tracked by ResiClub are seeing year-over-year margin compression
LockSimple

Aug 20, 2026

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2 min read

12 of the 15 major homebuilders tracked by ResiClub are seeing year-over-year margin compression

ResiClub PRO | A quarter ago, all 15 of these big homebuilders were seeing year-over-year margin compression. On a quarter-over-quarter basis, just 4 of the 15 builders are seeing margin compression.

Lance Lambert
Lance Lambert

Homebuilding

Inside the shotgun marriage of Berkshire Hathaway and Taylor Morrison—and the road ahead to form America's 4th largest homebuilder

Aug 20, 2026

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6 min read

Inside the shotgun marriage of Berkshire Hathaway and Taylor Morrison—and the road ahead to form America's 4th largest homebuilder

On May 6, Berkshire CEO Greg Abel met with Sheryl Palmer for the first time at her home in Scottsdale for six hours—and they had a deal by May 31. With the speedy sale completed, Taylor Morrison CMO Stephanie McCarty tells ResiClub what comes next.

Lance Lambert
Lance Lambert

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Regional housing market analysis

64 major housing markets with year-over-year home price declines—and the 236 posting mild gains

Aug 21, 2026

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6 min read

64 major housing markets with year-over-year home price declines—and the 236 posting mild gains

After a burst of softening, the count of major metros seeing year-over-year home price declines has stabilized over the past 12 months. But it's still a soft nationally aggregated market.

Lance Lambert
Lance Lambert

Regional housing market analysis

Froth is blowing off in Texas housing markets—and it's slowly changing the risk picture
LockSimple

Aug 17, 2026

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3 min read

Froth is blowing off in Texas housing markets—and it's slowly changing the risk picture

ResiClub PRO | Back in Q2 2022, Austin, TX metro was 65.4% "overvalued" according to Moody's. Since then, Austin has undergone a material home price correction, and as of Q2 2026 is now just 14.0% "overvalued."

Lance Lambert
Lance Lambert

Mortgage

A data look at Fannie Mae and Freddie Mac's push to add mortgage-backed securities and drive spreads lower
LockSimple

Aug 15, 2026

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5 min read

A data look at Fannie Mae and Freddie Mac's push to add mortgage-backed securities and drive spreads lower

ResiClub PRO | In January, Trump announced that he had ordered the GSEs to retain another $200 billion in mortgage bonds in an attempt to push mortgage rates lower. Where does that stand now?

Lance Lambert
Lance Lambert

Archive

Austin, Atlanta, Denver boast ‘significantly oversupplied’ lot inventory—L.A. and Philly homebuilders still struggle to find lots

Homebuilding

+1

Austin, Atlanta, Denver boast ‘significantly oversupplied’ lot inventory—L.A. and Philly homebuilders still struggle to find lots

Where mortgage refi activity finds a little life—and loses it fast

Mortgage

Where mortgage refi activity finds a little life—and loses it fast

A closer look at the price corrections in second-home housing markets Naples and Sevierville

Regional housing market analysis

A closer look at the price corrections in second-home housing markets Naples and Sevierville

Housing foreclosure activity inches closer to pre-pandemic 2019 levels

Mortgage

Housing foreclosure activity inches closer to pre-pandemic 2019 levels

Big homebuilders continue to lean heavily into buydowns—with Lennar and Meritage being the most aggressive

Homebuilding

Big homebuilders continue to lean heavily into buydowns—with Lennar and Meritage being the most aggressive

The housing bill is law—now what?

Commentary

+2

The housing bill is law—now what?

ResiClub Terminal

The ResiClub Terminal is the “Bloomberg of the housing market.” The analytics platform provides granular housing data and insights—over 100 metrics—across local housing markets, including ZIP Code coverage. Users can explore interactive maps, downloadable datasets, and historical data covering home prices, inventory, migration, new construction, rentals, homebuilder footprints, demographics, and forecasts.

To set up a demo, email [email protected]

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ResiDay

ResiDay is ResiClub’s annual one-day conference in New York City, held each November, that brings together housing leaders and investors across homebuilding, single-family rentals, mortgage, and residential real estate. The event features data-driven discussions on home prices, housing supply, migration trends, financing conditions, and regional housing market dynamics.

ResiDay 2025 featured speakers like Amherst CEO Sean Dobson, Beazer Homes CEO Allan Merrill, and FHFA director Bill Pulte. Housing journalists from outlets including The Wall Street Journal, Bloomberg, The New York Times, Barron's, and Fortune were also in attendance.

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"ResiClub is one of the best sources for streamlined macroeconomic and housing market insights in the industry. We use our ResiClub membership regularly to influence high-impact decisions throughout Meritage and gain consensus among leadership about how we approach the market."
Zachary Ronstadt
Zachary RonstadtVice President of Strategic Operations at Meritage Homes—a homebuilder ranked No. 554 on the Fortune 1000
"ResiClub and the ResiClub Terminal have been a fantastic source for information both at the national and local level. Our whole investment team uses it. While the articles and information are useful in themselves, the data visualization is world class and has absolutely improved how we approach our own marketing and presentations to LPs."
Robert Clark
Robert ClarkChief Investment Officer at Domain Real Estate Partners—a private credit firm specializing in land banking and homebuilder finance, with over $6 billion in projects financed nationwide

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