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Austin and Atlanta boast 'appropriately supplied' lot inventory—L.A. and Seattle face 'significantly undersupplied' conditions

Austin and Atlanta boast 'appropriately supplied' lot inventory—L.A. and Seattle face 'significantly undersupplied' conditions

Zonda chief economist Ali Wolf: "Land and lot supply is at the healthiest levels we’ve seen in years."

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
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J.P. Morgan makes a big build-to-rent play—this map shows the country's BTR pipeline
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J.P. Morgan makes a big build-to-rent play—this map shows the country's BTR pipeline

ResiClub PRO | A total of 110,727 U.S. single-family rentals are in the construction pipeline across 613 communities. Phoenix has the most.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
The cost breakdown for constructing a single-family home in 2024

The cost breakdown for constructing a single-family home in 2024

For some homebuilders, rising input and construction costs have further compressed margins over the past two years.

Meghan Malas
Meghan Malas
HomebuildingHomebuilding
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Homebuilders in Florida and Texas are spending the most on incentives—Northeast builders are spending the least

Homebuilders in Florida and Texas are spending the most on incentives—Northeast builders are spending the least

D.R. Horton CEO says rising levels of active inventory for sale in Florida and Texas are having "some impact on sales."

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
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What to expect from housing starts in 2025, as predicted by 11 different forecast models
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What to expect from housing starts in 2025, as predicted by 11 different forecast models

ResiClub PRO | Among the 11 construction forecasts tracked by ResiClub, the average model projects U.S. total housing starts to be 1.39 million in 2025.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
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