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Century’s spec and land optionality model zigs as others zag

Earnings, Homebuilders, HWmember, Leadership, New Home Sales, Residential Real Estate, The Builder's Daily /

As public homebuilders work to reduce their spec inventory and strike price-pace-and-incentives balances that best fit their land positions and operational fortes, Century Communities strategists are betting they can win on underpricing peers and rebuilding margins on the back of operational excellence and production velocity. So while other top-15 ranked public builder competitors have chosen […]

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What if the housing shortage era is ending for some metros?

homebuilder, Housing Demand, HWmember, Leadership, New Home Sales, Residential Real Estate, The Builder's Daily /

The Changing Landscape “This is not a forecast. A forecast is a prediction, the validity of which my ego and I are professionally responsible for. What I offer here is speculation – something that is likely enough to write about but not so likely that my ego hangs in the balance.” – George Friedman “When

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Homeowners Insurance is Reshaping the Real Estate Transaction

Homeowners Insurance is Reshaping the Real Estate Transaction

Leadership, Sponsored, The Builder's Daily, Westwood Insurance Agency /

Securing homeowners’ insurance is reshaping the homebuying process itself. Premiums are rising, carriers are pulling back from entire states and buyers are increasingly discovering, sometimes days before closing, that the home they plan to purchase is either too expensive to insure or cannot be insured at all. What was once a routine, last-step check is

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PulteGroup targets margin stability through an upward mix shift

Earnings, homebuilder, Homebuilders, Leadership, New Home Sales, PulteGroup, Residential Real Estate, The Builder's Daily /

Confronting heavier incentives, price cuts, tepid demand and margin pressure, PulteGroup opened the year with a mix-shift pivot that leans more heavily on build-to-order and active adult sales. Pulte’s Q1 2026 earnings call, held on Thursday, indicates that the nation’s third-largest homebuilder by sales volume made progress on this goal, despite an added layer of

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Meritage Q1 2026 shows why incentives are the new battlefield

Homebuilders, HWmember, Leadership, New Home Sales, Residential Real Estate, The Builder's Daily /

The mid-spring earnings cycle has produced a common-language reality check for America’s public homebuilders: the operating backdrop worsened faster than many management teams expected. In such a context of nearly-universal challenge, doing less-worse may count as a win. Meritage Homes’ Q1 2026 numbers serve as a case in point Orders fell 5% year over year,

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M/I Homes hews to its order pace; margins come under pressure

homebuilder, HWmember, Leadership, New Home Sales, Residential Real Estate, The Builder's Daily /

In its quarterly earnings report a few months ago, M/I Homes business executives said the top-15-ranked homebuilder would maintain a spec-heavy approach – carefully and methodically – to build sales momentum leading up to and into the spring selling season.  The latest quarterly financial and operational performance attests to M/I’s embrace of that strategy, as

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Taylor Morrison pares incentives and leans into buyer choice

Homebuilders, HWmember, Leadership, New Home Sales, Residential Real Estate, The Builder's Daily /

Tactical discounts, escalating incentives, absorption-at-any-cost strategies, … you all well know the routine of buying sales and making next to no money in Spring 2026. But that’s not for everybody. Exceptions are out there, public and private. Taylor Morrison has chosen a playbook and is well into executing a game plan that leans on the

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Beazer Homes CEO Allan Merrill on sustainability and affordability

homebuilder, Homebuilders, Leadership, Residential Real Estate, The Builder's Daily /

Success in business is rarely a solo act. Great careers are often shaped by great mentors, and exceptional teams make for exceptional companies.  Allan Merrill, Chairman, President and CEO of Beazer Homes, attests to both truisms. Under Merrill’s leadership, Beazer Homes has become a leader in delivering durable, energy-efficient homes, becoming the first national homebuilder

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Toll Brothers expands luxury footprint with Buffington acquisition

Homebuilders, HWmember, Leadership, Mergers and Acquisitions, Residential Real Estate, The Builder's Daily /

The market reaction to homebuilder earnings this spring has carried a clear message: scale, discipline, and positioning still matter­. Where you choose to deploy them may matter even more. On Tuesday, Toll Brothers signaled its next move in that equation by announcing a deal to acquire substantially all the assets of Fayetteville-based Buffington Homes of

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D.R. Horton executed again, and smaller builders feel the squeeze

Homebuilders, HWmember, Leadership, New Home Sales, Residential Real Estate, The Builder's Daily /

D.R. Horton’s stock arc mapped a familiar story Tuesday. Of investor recognition. Of the power and primacy of no financial or operational surprises to the negative. Shares traded modestly higher on elevated volume following the company’s fiscal Q2 earnings release this morning, as investors processed a result that checked the right boxes: a beat on

D.R. Horton executed again, and smaller builders feel the squeeze Read More »