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Rental market

+3

Institutional giant Invitation Homes sold 3x as many single-family homes as it bought last quarter—and it’s using the cash to buy back its own stock
LockSimple

Oct 31, 2026

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11 min read

Institutional giant Invitation Homes sold 3x as many single-family homes as it bought last quarter—and it’s using the cash to buy back its own stock

ResiClub PRO | Homebuilders are floating +20% discounts to institutional landlords—and Invitation Homes is still mostly passing. Here's why.

Lance Lambert
Minju Kang
Lance Lambert, +1

Rental market

+2

These 8 maps show where institutional SFR landlords own homes
LockSimple

Oct 30, 2026

•

5 min read

These 8 maps show where institutional SFR landlords own homes

ResiClub PRO | ResiClub and Roofstock just reached an agreement to bring institutional property portfolios into the ResiClub Terminal—down to the ZIP Code level. We'll cover over 100 institutions/large owners.

Lance Lambert
Lance Lambert

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Rental market

+2

Invitation Homes: We’re watching for shadow ‘accidental landlord’ supply

Oct 31, 2026

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4 min read

Invitation Homes: We’re watching for shadow ‘accidental landlord’ supply

Invitation Homes CEO Dallas Tanner: "what do the mom and pops do that are maybe sitting on a home they’re trying to sell? Does that then kind of come back into play as well?"

Lance Lambert
Lance Lambert

Mortgage

The mortgage downturn—now four years running—is deepening again

Oct 28, 2026

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7 min read

The mortgage downturn—now four years running—is deepening again

While mortgage rates have retreated a tad from their October 5 high-water mark, their recent resurgence has once again deepened the prolonged mortgage slump we've been experiencing.

Lance Lambert
Lance Lambert
KB Home: The housing market has weakened since June—and Texas resale sellers 'capitulate a little bit more'

Oct 27, 2026

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7 min read

KB Home: The housing market has weakened since June—and Texas resale sellers 'capitulate a little bit more'

KB Home Executive Chairman Jeffrey Mezger: "In addition, resale inventory, which is our largest competitor, has increased to its highest levels in a decade, and we're seeing pricing starting to decline in more of our markets, adding to the tension in this environment."

Lance Lambert
Lance Lambert

Archive

The Big Four Texas markets—Austin, Dallas, Houston, and San Antonio—remain weak for PulteGroup

Homebuilding

+1

The Big Four Texas markets—Austin, Dallas, Houston, and San Antonio—remain weak for PulteGroup

Home price shift across America's biggest county-level housing markets

Regional housing market analysis

Home price shift across America's biggest county-level housing markets

Inside giant homebuilder D.R. Horton’s bet on robotic homebuilding

Proptech

+1

Inside giant homebuilder D.R. Horton’s bet on robotic homebuilding

Housing market softening regains momentum as the number of markets with falling home prices ticks up again

Regional housing market analysis

Housing market softening regains momentum as the number of markets with falling home prices ticks up again

Monthly report: Home price analysis for 800+ metros, 3,000+ counties, 25,000+ ZIPs

Regional housing market analysis

Monthly report: Home price analysis for 800+ metros, 3,000+ counties, 25,000+ ZIPs

5 tables showing home price shifts across every major region

Regional housing market analysis

5 tables showing home price shifts across every major region

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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