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The Builder’s Daily

Q4 2025 earnings for publicly traded mortgage, real estate and homebuilder companies

Earnings, Mortgage, Real Estate, The Builder's Daily /

HousingWire reports on the quarterly earnings of publicly traded mortgage, real estate and homebuilder companies, offering a glimpse into the financial performance of key players in the housing market. As earnings results begin to be released for the fourth quarter of 2025, here’s a rundown of what’s happening at the major lenders, brokerages, builders, listing […]

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

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

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

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

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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Multifamily developer moods sink amid high costs, flat rent growth

Leadership, Multifamily, Multifamily Housing, NAHB, The Builder's Daily /

Multifamily developers share less confidence in the state of their market sector than they did a year ago, a National Association of Home Builders’ (NAHB) Multifamily Market Survey found. High construction costs, elevated project borrowing and debt expense, stagnant rental growth and shaky consumer confidence are each culprits.  The survey has two indices, one for

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Barrier to entry: builders’ first challenge is to work through a glut

homebuilder, Homebuilders, Marketing & Sales, Texas, The Builder's Daily /

For builders, particularly in the Sun Belt, the challenge from the get-go in 2026 will be to work through surplus entry-level inventory. As monthly-payment affordability pressures from high mortgage rates and home prices plague first-time buyers, solving this supply imbalance will only occur gradually.  The wait, however long, will be both a test of patience

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Why antitrust talk may be a pressure tactic — not a probe — against homebuilders

Department of Justice, Homebuilders, Housing Policy, Policy, The Builder's Daily /

A Friday-morning news report suggesting that the Trump administration is exploring an antitrust probe into U.S. homebuilders landed with its intended shock value. The implication? Washington, having rattled its saber, may be preparing to treat large builders as a concentrated market actor whose behavior is contributing to America’s housing affordability crisis. By late Friday afternoon,

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A spring selling eve – pre-game – note to homebuilding leaders

Consumer confidence, Homebuilder Sentiment, Homebuilders, Leadership, The Builder's Daily /

Homebuilders — many we talk with — are calling today’s selling environment one of “demand uncertainty.” The phrase is clear. Traffic is uneven. Conversions are harder to forecast. Buyers hesitate longer, ask sharper questions, and walk away more often. The label itself may quietly misdirect leadership’s attention toward forces builders cannot control — and away

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Will New York’s manufactured housing law reshape home financing?

Affordability, Affordable housing, Manufactured Housing, Policy, The Builder's Daily /

New York Gov. Kathy Hochul signed a long-awaited state law designating manufactured housing as real estate in December. In the 11 months ahead, the question is whether the newly enacted measure can deliver on its promised mortgage-style financing or stalls amid legislative rulemaking. Regulators, lenders, and manufactured housing advocates will spend this year working out

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Champion Homes beats expectations with varied product mix, brand power

Earnings, homebuilder, Manufactured Housing, Products, The Builder's Daily /

Champion Homes (SKY), a Michigan-based manufactured, modular, and mobile homes builder, posted better-than-expected results during a difficult homebuilding sales environment. Amid a challenging market, the builder is leveraging its strong reputation and continually expanding product line to grow its customer base.  Champion’s stock shot up more than 11.0% on Wednesday after the builder released better-than-expected

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Offsite building faces scalability hurdles as Builders First Source expands

Affordability, Homebuilders, Residential Real Estate, Technology, The Builder's Daily /

Offsite construction is often hailed as the panacea for housing shortages and labor constraints. In practice, it faces the realities of a cyclical, regional business. Builders who buy these companies outright often end up tying capital to rigid factories that can’t flex with demand. Recent experiences at PulteGroup and Veev make this clear. Why is

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