Homebuilders

The insurance challenge builders face in the 2026 spring housing market

The outlook for new home construction and purchases appears brighter going into 2026. After contracting last year, housing stats are forecast to rise 3% this year.  A few favorable factors are lining up to boost buyer demand. Affordability is improving: wage growth is outpacing inflation, and home prices are moderating. Mortgage rates have trended down […]

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The new math of land deals in Texas growth corridors

Two people can look at the same parcel of land and come away with wildly different ideas and “facts” that determine how to value it. While there are more than three categories of landowner, most can be characterized in broad terms as developers, speculators or small parcel farmers/passive heirs.  Each land-seller category has its own valuation process and formulas. The value creator A

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Toll Brothers misses orders estimates amid slow housing market

Toll Brothers Inc. fell short of analysts’ estimates for quarterly orders, signaling that fewer people are signing contracts to build homes as high prices and economic uncertainty hold some buyers back. Processing Content The luxury home builder said Tuesday that it had 2,303 signed contracts for the three months ending Jan. 31, missing analyst estimates

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Homebuilder sentiment dips to 5-month low on affordability

US homebuilders’ confidence slipped again this month, bogged down by persistent worries over affordability and high construction costs.  Processing Content An index of market conditions from the National Association of Home Builders and Wells Fargo edged down in February to 36, the lowest level since September. That fell short of all but one estimate in

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Scott Cox: If you don’t know the why, you may miss the signal

Many more people know how to do their job, than know why a given approach works.  This can cause severe and unknown risk, because if circumstances change, the previous “right” solution may no longer work, or opportunities may be missed.  A couple of examples: Risk Example In the mid- to late 1990s, as Sacramento was

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Beazer Homes’ key differentiator? Sustainability and innovation

Like it or not, for consumers in today’s market for a newly built home – especially younger, more price- and interest-rate sensitive ones – a home builder is a homebuilder is a homebuilder. Product, price, and location may reveal nuanced differences, and offer a finite toolbox of motivators – i.e. incentives. Other than those nuances,

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AI powers land and lot search and zoning feasibility. Here’s how

“We have seen enormous innovation across residential and commercial real estate over the last decade, and it has been exciting to be part of many of those success stories. But there is one area of the built environment that still feels materially underbuilt. Land. …. … In many ways, land feels like the last frontier

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Stop marketing moments; start designing systems

Here’s something I’ve been turning over in my head as we grind our way into Spring Selling 2026 — one that feels especially relevant for homebuilders and every functional leader who’s trying to steer a business through a tougher, noisier, more skeptical market: If your marketing only works when everything goes right, it’s not a

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Sumitomo Forestry buys Tri Pointe, resetting the arc of homebuilder scale

Within a couple of weeks of exactly this time two years ago, the lead-in to a blockbuster $4.9 billion M&A deal involving a Japan-based acquirer of a national public homebuilding enterprise practically wrote itself: “A top-five-ranked U.S. homebuilding company doesn’t happen overnight…. Except when it does.” That same lead applies to 2026’s supercharged kickoff in

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Taylor Morrison’s 2026 rebalance: romance over discounts

Demand that is awakened — lit by a flame, chasing a well-deserved dream home — is fundamentally different from demand sparked by being a rental refugee, where the walls have closed in and every monthly payment feels like a frittered-away sum that could have done more. Serving both customers today increasingly looks like operating in

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