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All 11 of the biggest homebuilders tracked by ResiClub are seeing year-over-year margin compression
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All 11 of the biggest homebuilders tracked by ResiClub are seeing year-over-year margin compression

ResiClub PRO | Homebuilders—especially those with a big presence in some of the softer markets in Texas and Florida—are still in cost-cutting mode.

Lance Lambert
Meghan Malas
Lance Lambert, +1
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Homebuilders with the most—and least—FHA exposure
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Homebuilders with the most—and least—FHA exposure

ResiClub PRO | Only 2% of Toll Brothers’ homebuyers use FHA financing—while 46% of LGI Homes’ buyers use FHA financing.

Lance Lambert
Lance Lambert
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100% of the single-family rentals added last quarter by institutional giant Invitation Homes were new-builds
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100% of the single-family rentals added last quarter by institutional giant Invitation Homes were new-builds

ResiClub PRO | Invitation Homes tells investors that "all 368 of our wholly owned acquisitions [last quarter] were newly-constructed homes purchased from various homebuilders."

Lance Lambert
Lance Lambert
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Japanese builders are rapidly acquiring U.S. homebuilders—now Daiwa House is buying United Homes

Japanese builders are rapidly acquiring U.S. homebuilders—now Daiwa House is buying United Homes

On Monday, Stanley Martin Homes—which has been owned by Japan-based Daiwa House since 2017—announced that it has agreed to buy United Homes Group.

Lance Lambert
Lance Lambert
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Toll Brothers: "Florida seems to have found its footing, although Tampa remains challenged"
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Toll Brothers: "Florida seems to have found its footing, although Tampa remains challenged"

ResiClub PRO | Our six main takeaways from Q1 2026 earnings at Toll Brothers—a luxury homebuilding giant with a roughly $15 billion market capitalization.

Lance Lambert
Meghan Malas
Lance Lambert, +1
HomebuildingHomebuilding
Japan-based firms accelerate U.S. homebuilder buying spree with $4.5B Tri Pointe Homes acquisition

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.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
+1+1
Austin and Denver boast ‘significantly oversupplied’ lot inventory—Baltimore and Philly homebuilders still struggle to find lots

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."

Lance Lambert
Lance Lambert
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Brad Jacobs’ building materials roll-up continues with $2.25B Kodiak Building Partners purchase

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.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
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Homebuilders slow spec builds in weaker housing markets, says KB Home CEO

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.

Lance Lambert
Lance Lambert
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White House floats builder antitrust probe—here’s what the data says about homebuilding concentration
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White House floats builder antitrust probe—here’s what the data says about homebuilding concentration

ResiClub PRO | Five charts show what the data says about U.S. homebuilding concentration.

Lance Lambert
Lance Lambert
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Giant homebuilders—including Lennar and Taylor Morrison—reportedly float a rent-to-own 'Trump Homes' program

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.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Giant homebuilder PulteGroup pushes incentives to 9.9%—that’s $49,500 on a $500K sale
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Giant homebuilder PulteGroup pushes incentives to 9.9%—that’s $49,500 on a $500K sale

ResiClub PRO | Here are 7 things to know about PulteGroup’s latest earnings—a giant homebuilder ranked No. 229 on the Fortune 500.

Lance Lambert
Lance Lambert