Strategic paralysis in a buyer-stuck market If land is the lifeblood of homebuilding, then today’s land strategy is a pressure test of a company’s core strength. But how do you act when the market offers no clear signal? After a chaotic four-year stretch of feast, famine, and fiscal policy shockwaves, new-home selling has slowed into […]
When land strategy meets AI: homebuilders gain a new edge Read More »
While headlines scream that Berkshire Hathaway has taken a $4-plus billion position in Alphabet, a quieter, “closer-to-home” move slips into the latest 13F filing. In the same quarter that Berkshire built its stake in Google’s parent, it closed out its position in D.R. Horton and added to its stake Lennar. For the broader market, that’s
Berkshire exits D.R. Horton, adds to Lennar — what it means for homebuilders Read More »
PulteGroup announced plans to expand its Ohio operations, including an entry into the Cincinnati market. In a press release, Tony Barbee, PulteGroup’s North Area president, said that the company is well-positioned for success in Cincinnati due to its already established presence in the state. “This strategic expansion into the growing Cincinnati area is a natural
PulteGroup expands into Cincinnati market Read More »
Most home improvement contractors are still optimistic about the future of the market, but headwinds such as material costs and reined-in consumer spending are weighing down expectations. The Q3 Contractor Activity Tracker, released by The Farnsworth Group and Home Improvement Research Institute, found that home improvement contractors are less optimistic than they were a year
The Supreme Court could decide on the legality of many of the Trump administration’s tariffs within months, but the ruling won’t impact many of the administration’s levies on imported construction materials such as lumber, steel, aluminum and copper. The case before the Supreme Court contests the legality of the president’s use of the International Emergency
A 50-year mortgage sounds like the next big innovation in housing finance, a way to make homes “affordable” again in an era of high prices and stubborn interest rates. But the way I was raised and educated, financial independence and straight talk count. Having studied economics at Texas A&M, I see this for what it
The 50-year mortgage: I’m not buying the “forever loan” Read More »
He wasn’t complaining.He wasn’t catastrophizing.He was being honest. A homebuilding CEO — one of the dozens who write privately in moments of candor — put it this way: “We are far from solving the problem… margins will be in the 18% range if things go well.” Then came the real admission, the one that strips
What if the real homebuilding disruption isn’t AI — It’s culture? Read More »