Leadership

Canadian homebuilder Glenview Homes expands into Texas

Canadian homebuilder Glenview Homes, based in Ottawa, announced that it will enter the United States market with a new Texas division.  Homebuilding operations and business veteran Blake Roberts will head up the newly formed division. Operations will begin in Houston, but Glenview Homes’ strategy calls for expansion into other Texas markets and potentially other states […]

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Dwight Schar: the rigor that re-shaped modern homebuilding

Success in homebuilding over the ages shows a rare, often counterintuitive balance between what changes in an instant and what remains timeless.  Living legends of the business – like NVR founder Dwight Schar – wise up to the fundamental role of land in housing, understanding that it holds a genomic key to homes, prices, processes,

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Housing supply summit highlights the cost of complexity

I love Jerusalem Demsas’ “Housing Breaks People’s Brains” article in The Atlantic from November 2022. For me, it’s a trailhead for understanding why efforts and solutions aimed at the housing access and attainability crisis for so many Americans often short-circuit and fizzle before they can fix anything. Demsas’ unflinching reporting on “localism and shortage denialism”

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Ashton Woods puts pace over margin in a choppy housing market

In today’s challenging homebuilding environment, builders are often presented with a lesser-of-evils choice: maintain a strong sales pace at the expense of slimmer margins, or sacrifice market share in favor of higher profitability.  Multi-regional private homebuilding powerhouse Ashton Woods chose the former, increasing its community count and maintaining its sales and closings pace, according to

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Lennar KB Home synergies could mirror the CalAtlantic playbook

The U.S. homebuilding industry remains more fragmented than outsiders believe, even after years of consolidation. Lennar continues to be one of the biggest builders in the country, but size alone isn’t the main factor anymore; the next advantage comes from blending operational efficiency with customer segmentation. That is why KB Home appears to be a

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Daiwa House deal adds Washington foothold as Trumark buys JK Monarch

Daiwa House deal adds Washington foothold as Trumark buys JK Monarch

Before Daiwa House Industry unveils its 8th Medium-Term Management Plan this May, the globally integrated real estate giant has already achieved – and possibly surpassed – the goals of its previous 10-year U.S. expansion plan. With Trumark Homes’ acquisition of Washington-based JK Monarch, Daiwa House’s U.S. homebuilding platform now spans cohesively across the country’s busiest

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Contrarian Smith Douglas leans into its system, goes for market share

Uncertainty, margin compression and the gut-check math of affordability are the givens of a new-home market impatiently waiting for relief on at least one of those three fronts.  Most public homebuilders – facing this indefinite limbo – are doing the same thing: slowing down. Production starts are throttling down. Spec inventory is being sold down.

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Builders started 2026 with margin pressure, then came Iran war risk

Making less money but making steady headway may be a crude way to boil down what early 2026 was looking like for many homebuilding business leaders. Public homebuilder execs were not discussing a plain-and-simple “recovery trade.” The most consistent post-earnings themes – across demand, pricing, margins and capital strategy – indicated a market that is

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What war risk could mean for builders, rates and spring demand in 2026

Nature abhors a vacuum and does something about it. Homebuilders, their business and channel partners, their investors and lenders and their customers abhor uncertainty. But what can and will they do about it? Other than brace for more bumps. More air pockets. More “buying” of sales rather than selling of American households on houses that

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Hovnanian recalibrates amid a shift to a higher-margin mix

Last quarter, Hovnanian Enterprises posted weak results, reporting a net loss that sent its stock (HOV) price crashing. Three months later, the company appears to have bounced back as it executes a strategic shift, but warning signs persist.  Hovnanian Enterprises, the parent company of K. Hovnanian Homes, beat Wall Street expectations by reporting $20.9 million

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