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Japanese firms’ buying spree of U.S. homebuilders keeps heating up—now Daiwa House buys Pacific Northwest builder

Japanese firms’ buying spree of U.S. homebuilders keeps heating up—now Daiwa House buys Pacific Northwest builder

Japan’s domestic population is shrinking and aging (fast!), limiting long-term housing growth and risking a sharp contraction for Japanese homebuilders. So they're turning to the U.S.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Lennar is so eager to keep its sales running at all-time highs that it’s offering incentives at 2010 levels
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Lennar is so eager to keep its sales running at all-time highs that it’s offering incentives at 2010 levels

ResiClub PRO | Lennar CEO Stuart Miller: "We believe that we are closer to an inflection point for Lennar than at any time in the past three years."

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Japanese builders are rapidly acquiring U.S. homebuilders—striking their third deal in a month

Japanese builders are rapidly acquiring U.S. homebuilders—striking their third deal in a month

This week, Japan-based Hajime Construction agreed to buy Utah-based Wright Homes. That comes just weeks after Tri Pointe Homes and United Homes Group were bought by Japanese builders.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
+2+2
Many homebuilder groups—including NAHB—are uneasy with the institutional homebuying ban. Here’s why
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Many homebuilder groups—including NAHB—are uneasy with the institutional homebuying ban. Here’s why

ResiClub PRO | Here’s what the institutional homebuying “ban” working its way through Congress would actually do, according to ResiClub’s reading of the bill.

Lance Lambert
Meghan Malas
Lance Lambert, +1
HomebuildingHomebuilding
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
HomebuildingHomebuilding
+1+1
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
HomebuildingHomebuilding
+2+2
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
HomebuildingHomebuilding
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
HomebuildingHomebuilding
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
HomebuildingHomebuilding
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