AI could create housing market winners and laggards—just look back at globalization
ResiClub PRO | There is a strong positive correlation between a market’s incomes and home prices. That’s why, if AI reshapes labor markets, the impact will transmit into housing.
Japan-based firms accelerate U.S. homebuilder buying spree with $4.5B Tri Pointe Homes acquisition
On Friday, Japan-based Sumitomo Forestry announced it has agreed to acquire Tri Pointe Homes—a U.S. homebuilder ranked No. 715 on the Fortune 1000—for $4.5 billion.
Austin and Denver boast ‘significantly oversupplied’ lot inventory—Baltimore and Philly homebuilders still struggle to find lots
Zonda chief economist Ali Wolf: "Builders have scaled back starts in response to slower sales, which by extension has allowed for lot supply to grow."
Brad Jacobs’ building materials roll-up continues with $2.25B Kodiak Building Partners purchase
On Wednesday, QXO announced it has agreed to buy Kodiak Building Partners for $2.25 billion.
Foreclosure activity inches closer to pre-pandemic 2019 levels
ResiClub PRO | Back in Q4 2021, U.S. foreclosure activity was 88% below pre-pandemic (Q4 2019) levels. By Q4 2025, foreclosure activity was just 18% below those pre-pandemic levels.
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Homebuilders slow spec builds in weaker housing markets, says KB Home CEO
“It's good to see that there's not a lot more [spec] inventory being injected into some of the softer markets, and I think that's going to help places like Florida stabilize,” KB Home CEO Jeffrey Mezger tells ResiClub.
Giant homebuilders—including Lennar and Taylor Morrison—reportedly float a rent-to-own 'Trump Homes' program
Rent-to-own models have a long track record of struggling, in part because renter-to-buyer conversion rates are hard to forecast. Divvy Homes and Home Partners of America—now defunct—are recent examples.
