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What homebuilder stocks are telling us about the 2025 housing market

What homebuilder stocks are telling us about the 2025 housing market

Lennar—a homebuilder ranked No. 126 on the Fortune 500—expects its Q1 2025 gross margin to be its lowest for a first quarter in more than a decade.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
‘We’re keeping an eye on Florida’ says one of the housing market’s largest homebuilders

‘We’re keeping an eye on Florida’ says one of the housing market’s largest homebuilders

Douglas Yearley, CEO of Toll Brothers, says Florida is their ‘most cautionary market’ right now.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Publicly traded U.S. homebuilders purchased 66% of U.S. finished lots last quarter, according to John Burns

Publicly traded U.S. homebuilders purchased 66% of U.S. finished lots last quarter, according to John Burns

What groups purchased finished lots in Q3 2024, according to John Burns Research and Consulting.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Homebuilders have more completed unsold inventory than any time since 2009—what it means for the 2025 housing market
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Homebuilders have more completed unsold inventory than any time since 2009—what it means for the 2025 housing market

ResiClub PRO | Is rising standing inventory simply a sign that the single-family new construction market is normalizing or do builders in some markets need to make further affordability adjustments?

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Freddie Mac: 'Housing shortage' has delayed the formation of 1 million households

Freddie Mac: 'Housing shortage' has delayed the formation of 1 million households

Freddie Mac estimates there would be 1 million more U.S. households if the affordability strain caused by the 'housing shortage' wasn't driving some Gen Z and millennials to live longer with their parents.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Giant homebuilders are eating up more market share—just look at Lennar

Giant homebuilders are eating up more market share—just look at Lennar

Lennar (73,087 home closings in 2023) announced on November 19, 2024 it's acquiring Rausch Coleman Homes (4,437 home closings in 2023).

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Chart: Apartment builders are pulling back while single-family homebuilders hold steady

Chart: Apartment builders are pulling back while single-family homebuilders hold steady

On a year-over-year basis, single-family housing starts are down -0.5%, while multifamily (5 units or more) starts are down -12.6%.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
+1+1
KB Home: We're cutting home prices in Austin, San Antonio, Orlando, and Jacksonville

KB Home: We're cutting home prices in Austin, San Antonio, Orlando, and Jacksonville

KB Home Chief Operating Officer Robert McGibney: "We've seen resale inventory start to climb back up [in some markets]. It [resale inventory] is become a bigger competitor."

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Wall street's big bet on homebuilders creates 12 new billionaires

Wall street's big bet on homebuilders creates 12 new billionaires

A new report by Forbes finds that the bull market for major homebuilders has created 12 new billionaires in the industry.

Lance Lambert
Lance Lambert