Amid slumping buyer urgency and looming policy uncertainty, John Burns Research & Consulting research guru Kahn summarizes builder sentiment trends and pain points from fresh field data.| The Builder's Daily
Tony Avila breaks down the competitive edge capital brings—and how private builders can win big in 2026’s reshaped landscape.| The Builder's Daily
Apartment rents slipped for the first time since the Great Recession, signaling a cooling market driven by oversupply. Developers are pulling back—but economists warn the pause won’t last. Richard Lawson explores how and why.| The Builder's Daily
Lawmakers aimed for sweeping statewide housing reform but settled for modest deregulation. The result: a small victory in a long, unfinished fight over affordability and zoning control.| The Builder's Daily
At Denver’s Focus on Excellence summit, five builder leaders strip away spin. They reveal real pressures—capital, costs, people—and how they’re fighting back.| The Builder's Daily
Too many landowners front infrastructure costs without a plan to get paid back. Carter Froelich explains how to set up recovery mechanisms early — before it’s too late.| The Builder's Daily
A new study from the Institute for Family Studies links shrinking apartments to falling birth rates. It suggests developers could help stabilize the nation’s population by building more family-sized rental homes.| The Builder's Daily
The nation’s largest builder isn’t slowing tuck-in acquisitions. SK Builders’ exit reveals why privates face thinner "lower-for-longer" margins — or, perhaps, the exit door.| The Builder's Daily
Facing the toughest Toronto market in decades, Andrin operationalized a proactive homeowner experience strategy. What started as a service platform became a catalyst for team alignment, trust, and performance.| The Builder's Daily
Washington is tightening the link between federal housing finance and builder operations. Liquidity, land strategy, and affordability are now intertwined.| The Builder's Daily
Insurance premiums have soared nearly 70% in five years, now consuming almost one in ten housing dollars. Homebuilders who plan for insurability early protect both margins and buyer trust.| The Builder's Daily
Residential development leaders are being forced to lead across timelines. Resilience means solving today’s air pockets with tomorrow’s customers in mind.| The Builder's Daily
Seattle is deep into a big push to reshape its housing landscape: Dismantling single-family zoning to comply with Washington’s 2023 law that legalizes middle housing. Richard Lawson examines how the One Seattle Plan could double capacity and create 120,000 new homes. But not without a fight.| The Builder's Daily
Families with kids matter. However, they’re no longer the entire market. Singles, empty nesters, and multigenerational households are reshaping who buys new homes. Barbara Wray shows builders how to reflect today’s real buyer mix.| The Builder's Daily
Uncertainty is the only constant: from Fed moves and mortgage lock-in to tariffs, labor shortages, and policy risks. Moody’s economist Cristian deRitis and the Focus On Excellence summit in Denver will arm builders with frameworks to plan, act, and lead through turbulence.| The Builder's Daily
A $1.2 billion private equity-backed merger creates a Top-25 national homebuilder — and signals four pivotal shifts redefining U.S. homebuilding's M&A battleground.| The Builder's Daily
Lennar’s spin-off of Millrose is a game-changer— reshaping homebuilding’s economics, investment model, and access to land in ways never seen before. Here's an exclusive first-look at what it means now and what comes next.| The Builder's Daily
JP Morgan’s new venture with Paran Homes signals a shift in housing’s power structure. Institutional capital isn’t just funding BTR communities—it’s now shaping how they’re built. This could be a flashpoint for private homebuilders and developers navigating the M&A landscape.| The Builder's Daily
The $347 million sale of Toll Brothers’ Apartment Living platform to Kennedy Wilson transfers $5.2 billion in assets under management and a national development team. For Toll, it’s less about retreat than an embrace of its cultural pedigree of focus, discipline, and luxury market leadership.| The Builder's Daily
Here's a look at Berkshire Hathaway's first major investment foray into the public homebuilders in 25 years, and why D.R. Horton, NVR, and Lennar stood out amidst a raft of ongoing near- and mid-term challenges in the housing market.| The Builder's Daily
Governors across the political spectrum are finished waiting for local governments to fix America’s housing crisis. From Colorado to Florida to California to Texas, state leaders brandish hardline tactics—tying funding and overriding local authority—to accelerate new home development.| The Builder's Daily
Margins are thin, incentives are costly, and competition with publics is bruising. Yet private homebuilders see the beginning flickers of predictability — and even cautious optimism for 2026.| The Builder's Daily
A go-big and go-bold homebuilding start-up strategy may sound counterintuitive in the throes of what looks to be a hard patch for housing. Wade Jurney and his to National Home Corp. co-founders, Michael Bergman, and Gregg Erickson, beg to differ.| The Builder's Daily
Exclusive: Defy Investments President David McDonald on a private equity move that signals an innovation-forward future for homebuilding and real estate development.| The Builder's Daily
"Investing in your brand doesn't give you a direct return on investment immediately. It takes a long time, but over time, branding successfully does increase financial value." -- Alex Akel, President, Akel Homes| The Builder's Daily
Berkshire Hathaway’s investment reentry into D.R. Horton and Lennar signals more than stock market timing. It affirms which builders will endure — and which may struggle — as housing’s tide recedes ... at least for now.| The Builder's Daily
Climate risk and carrier retreat are redrawing the development map. Builders who treat insurability like infrastructure can protect projects and margins.| The Builder's Daily
Six months of sliding permits, thinning margins, and tighter financing are testing private builders like never before. In Denver this October, we’ll tackle the operational, strategic, and capital moves that can keep you moving — and ahead.| The Builder's Daily
Ignoring market signals puts private builders at risk of period cost creep, stalled cash flow, and eroding lender confidence—as rivals capture share, suppliers shift loyalty, and inventory languishes. In a market where stall speed can be fatal, meeting the market early becomes a compelling choice.| The Builder's Daily
July orders rose 3.2% despite the season’s usual slowdown. Incentives climbed, margins fell, and community counts grew 17% year over year.| The Builder's Daily
JBG Smith’s 195-unit project is the first under Arlington’s streamlined office-to-residential conversion ordinance. Richard Lawson reports on a real estate transformation with potentially sweeping national appeal.| The Builder's Daily
North Carolina legislators are pushing a bipartisan bill that could fast-track housing where people need it most: near jobs and transit. Richard Lawson breaks down what it means, how it compares to other states’ moves, and why developers are watching closely.| The Builder's Daily
In his Q2 Commodities analysis, The Builder's Daily contributor Ken Pinto says now’s the moment for builders to tackle supply chain inefficiencies — before market momentum swings back.| The Builder's Daily
The new state law -- somewhat trimmed in its ambitions -- would reduce lot-size minimums to 3,000 square feet in cities with a population of at least 150,000 and counties with a population of at least 300,000.| The Builder's Daily
At Focus On Excellence 2025, five presidents share hard-won strategies for thriving now and building for the next decade.| The Builder's Daily
The Builder's Daily's RIchard Lawson reports on a first-of-its-kind Georgia ruling against minimum home size requirements. The ruling could spark a domino-effect model to ignite zoning reform nationwide.| The Builder's Daily
At first blush, equity research analysts gave Bradbury, Bennett, Devendorf, and their team a warm Wall Street welcome for starting their first act as a public homebuilder on a solid peer-beating footing.| The Builder's Daily
After 15 years of striving, and an existential close call or two, Smith Douglas' founder-led arc of operational excellence, durability as a brand, and big-time impact as a business synced up in a bid to go public with impeccable timing.| The Builder's Daily
In Q2 2025, SDHC shielded itself from the drag of housing’s slowdown with two bold market expansions—and proof that its practiced operating model is built to withstand volatility.| The Builder's Daily
Knightdale’s approval of a Horton's cottage court plan shows how local vision and builder flexibility can align—just ahead of sweeping reforms.| The Builder's Daily
As housing demand softens and builder confidence fades, Lennar’s asset-light strategy, pricing flexibility, and volume-first execution offer a roadmap—and a warning—for the rest of the industry.| The Builder's Daily
D.R. Horton and Lennar’s operational scale creates structural advantages smaller builders can’t match. Market consolidation is accelerating competitive pressure.| The Builder's Daily
A swimming pool bill became a sweeping housing reform, under state government authority. The “Save the American Dream Act” shifts zoning authority away from localities that seek Home Rule.| The Builder's Daily
In Q2, Pulte bets on product mix and confidence-driven buyers. Margin-first strategy sets it apart from Lennar and D.R. Horton| The Builder's Daily
Affordability challenges persist despite lower mortgage rates; wealthier buyers dominate sales while entry-level demand struggles amid rising home prices, monthly payment, and downpayment challenges.| The Builder's Daily
