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Housing footprints of America’s 21 largest homebuilders, shown with interactive maps
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Housing footprints of America’s 21 largest homebuilders, shown with interactive maps

ResiClub PRO | Using the ResiClub Terminal, we pulled the county-level footprints of 21 of America’s largest homebuilders.

Lance Lambert
Lance Lambert
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5 takeaways from D.R. Horton’s earnings: What America’s largest homebuilder is saying about housing
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5 takeaways from D.R. Horton’s earnings: What America’s largest homebuilder is saying about housing

ResiClub PRO | D.R. Horton—a giant homebuilder ranked No. 123 on the Fortune 500 with a $46 billion market cap—has increased incentive spending, helping give buyers some monthly payment relief.

Lance Lambert
Lance Lambert
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Build-to-rent is exempt from White House’s order to 'ban' institutional homebuying

Build-to-rent is exempt from White House’s order to 'ban' institutional homebuying

Rental housing economist Jay Parsons: “The order doesn't actually ban institutional buyers (presumably due to legal limits) but [it] does look to limit it through various means like blocking Fannie and Freddie loans."

Lance Lambert
Lance Lambert
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Understanding institutional landlord Invitation Homes’ new housing market bet

Understanding institutional landlord Invitation Homes’ new housing market bet

Invitation Homes—which wholly owns 86,139 single-family rentals—announced Thursday that it is acquiring build-to-rent developer ResiBuilt. Here’s why that matters.

Lance Lambert
Lance Lambert
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Doug Yearley—Toll Brothers CEO since 2010—is stepping down and being replaced by Karl Mistry

Doug Yearley—Toll Brothers CEO since 2010—is stepping down and being replaced by Karl Mistry

In his current role as executive vice president, a position has held since 2021, Mistry oversees Toll Brothers’ homebuilding operations throughout 15 states in the East.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Billionaire Brad Jacobs is forming a building materials juggernaut—and Apollo just led a $1.2B investment into it

Billionaire Brad Jacobs is forming a building materials juggernaut—and Apollo just led a $1.2B investment into it

ResiClub expects QXO to accelerate its acquisition strategy in the building materials space.

Lance Lambert
Lance Lambert
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KB Home—a Fortune 1000 homebuilder—is shifting strategy to put a floor under compressing margins

KB Home—a Fortune 1000 homebuilder—is shifting strategy to put a floor under compressing margins

Here are ResiClub’s 7 main takeaways from KB Home’s latest earnings—America’s seventh-largest homebuilder, with a market capitalization of $3.7 billion.

Lance Lambert
Lance Lambert
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Lennar: The Feds are cooking up something to 'address' housing affordability

Lennar: The Feds are cooking up something to 'address' housing affordability

On Wednesday, Lennar co-CEO Stuart Miller told analysts that major homebuilders are in discussions with the administration. He added: "do I think that something will come out in 2026? I'd be surprised if something isn't done."

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
America's second largest homebuilder Lennar says 'sales volumes have been difficult to maintain' and require 'additional incentives'
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America's second largest homebuilder Lennar says 'sales volumes have been difficult to maintain' and require 'additional incentives'

ResiClub PRO | Our 10 main takeaways from the Q4 2025 earnings of Lennar—a giant homebuilder ranked No. 129 on the Fortune 500.

Lance Lambert
Lance Lambert
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$13 billion homebuilder CEO: Housing market softness in the South is hitting entry-level builders the hardest
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$13 billion homebuilder CEO: Housing market softness in the South is hitting entry-level builders the hardest

ResiClub PRO | Here are ResiClub’s 7 main takeaways from the latest earnings and commentary from Toll Brothers—a homebuilder ranked No. 390 on the Fortune 500.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
This housing market cycle is so unique even Warren Buffett broke his own rules to make money on it

This housing market cycle is so unique even Warren Buffett broke his own rules to make money on it

As he nears retirement, the Oracle of Omaha’s Berkshire Hathaway has exited its D.R. Horton stake while holding on to its positions in Lennar and NVR.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Teardowns vs. infill vs. subdivisions: New NAHB data shows stark regional housing differences

Teardowns vs. infill vs. subdivisions: New NAHB data shows stark regional housing differences

Over half of New England’s new homes come from teardowns or infill, according to NAHB.

Lance Lambert
Lance Lambert