Housing starts in the US fell in October to the lowest level since the onset of the pandemic as data delayed by last fall’s government shutdown showed builders continued to cut back amid still-high prices and mortgage rates. Processing Content New residential construction decreased 4.6% to an annual rate of 1.25 million homes in October, […]
US housing starts fall to lowest level since May 2020 Read More »
For the past five-plus years up to this very day, an 800-lb gorilla takes a seat at the table at every meeting in every Taylor Morrison conference room in every one of the organization’s offices. From its Scottsdale, AZ headquarters, to its three national operating regions, to its divisional hubs in 20 markets across 12
Taylor Morrison leads most-trusted rankings for 11th year in 2026 Read More »
Lennar announced on Tuesday that TPG Real Estate has acquired a majority stake in Quarterra, Lennar’s multifamily vertical. Lennar will maintain a minority interest, but the deal signals a strategic recalibration as the builder’s multifamily business struggled with a sizeable net loss last year. In fiscal 2025, Lennar’s multifamily business experienced an operating loss of
Lennar sells majority stake in multifamily business, signaling strategic shift Read More »
Apollo Global Management affiliates announced yesterday a $1.2 billion investment in QXO. QXO CEO Brad Jacobs–after building an array of successful distribution companies in logistics and equipment rental–entered the construction industry by acquiring Beacon Roofing Supply in April 2025. He’s told shareholders he has a $50 billion revenue target over the next decade and has
Apollo’s $1.2B bet on QXO tests data limits in building materials Read More »
Many owners, presidents, CEOs, and business leaders we’ve gotten to know over the years at America’s homebuilding firms begin and end each day by turning on the lights, making coffee, and setting out to improve at least three aspects of their operations. January 5, 2026. January 6, 2026. January 31, 2026. And eventually, on December
Learning, capital, and demand: The critical levers for homebuilders in 2026 Read More »
The number of residential remodeling businesses hit a record-high earlier this decade, with the pace of their growth more than doubling that of builders. Processing Content Total remodeling enterprises came in at 128,187 at the close of 2022, according to the National Association of Home Builders analysis of U.S. Census data. By comparison, only 77,455
Gap between remodel, homebuilder businesses keeps growing Read More »
Affordability has become the defining test of political electability today. From housing to groceries, voters increasingly judge candidates by their ability to reduce everyday costs. Virginia Gov.-elect Abigail Spanberger (D) focused on improving affordability during her campaign. To follow through, she rolled out a housing agenda that leans heavily on preservation of existing affordable homes,
Spanberger unveils Virginia housing affordability plan Read More »
Affordable housing developers are entering 2026 with mixed expectations, balancing optimism about long-term demand with immediate concerns over costs and policy shifts. A new TD Bank survey shows that half of affordable housing professionals believe market challenges will affect their deal pipelines next year. They cite high construction costs and tariff-driven price increases as the
TD Bank expresses cautious optimism for affordable housing in 2026 Read More »
Dwight Schar, the founder and former executive chairman and CEO of NVR Inc., has died, according to posts on LinkedIn. James Honeycutt, managing partner at Credo Construction, discussed Schar’s legacy in a post on Thursday afternoon. “Mr. Schar wasn’t flashy or dismissive — just calm, kind, and very clear on what mattered most. He chuckled
Dwight Schar, founder of NVR Inc., has died Read More »
By the time Lennar executives reached the question-and-answer portion of their fourth-quarter 2025 earnings call this morning, the tone had shifted. From explanation to defense. What had looked, just a quarter earlier, like early clues of stabilization instead revealed a more complicated reality: the housing market did not behave as expected, and neither Lennar nor
Lennar targets margin stability with operational efficiency and steady volume Read More »