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Homebuilding

Lennar says the homebuilding labor market is tightening again—KB Home isn't seeing it

Sep 29, 2026

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4 min read

Lennar says the homebuilding labor market is tightening again—KB Home isn't seeing it

Unless homebuilding activity pulls back much harder, these three factors could tighten the residential construction labor pool over the next few years.

Lance Lambert
Lance Lambert

Homebuilding

+1

KB Home: The housing market has weakened since June—and Texas resale sellers 'capitulate a little bit more'
LockSimple

Sep 29, 2026

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6 min read

KB Home: The housing market has weakened since June—and Texas resale sellers 'capitulate a little bit more'

KB Home Executive Chairman Jeffrey Mezger: "In addition, resale inventory, which is our largest competitor, has increased to its highest levels in a decade, and we're seeing pricing starting to decline in more of our markets, adding to the tension in this environment."

Lance Lambert
Minju Kang
Lance Lambert, +1

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Homebuilding

+1

Billionaire Brad Jacobs is rapidly forming a building materials juggernaut—and he'll keynote ResiDay 2026

Sep 30, 2026

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6 min read

Billionaire Brad Jacobs is rapidly forming a building materials juggernaut—and he'll keynote ResiDay 2026

Since launching QXO in 2023, Jacobs' firm has spent around $30 billion buying Beacon, Kodiak, and TopBuild. At ResiDay, we'll ask him what comes next—and why housing leaders should pay attention.

Lance Lambert
Lance Lambert

Homebuilding

+1

Lennar: Capitulating resale sellers in pockets of Florida and Texas keeps pressure on entry-level homebuilders
LockSimple

Sep 28, 2026

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8 min read

Lennar: Capitulating resale sellers in pockets of Florida and Texas keeps pressure on entry-level homebuilders

ResiClub PRO | Lennar's incentive rate is down to 12.0%, from its cycle high of 14.3% in Q3 2025. However, the builder is cautious about the next several months, with Miller noting that "if anything, [housing has] gotten more difficult since we last spoke in June."

Lance Lambert
Lance Lambert

Regional housing market analysis

Home price shifts across America's 50 largest metro housing markets

Sep 25, 2026

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3 min read

Home price shifts across America's 50 largest metro housing markets

On a regional and local level, there’s variation.

Lance Lambert
Lance Lambert

Archive

Monthly report: Home price analysis for 800+ metros, 3,000+ counties, 25,000+ ZIPs

Monthly report: Home price analysis for 800+ metros, 3,000+ counties, 25,000+ ZIPs

Why mortgage rates are climbing again: inflation won't cooperate, and the labor market is resilient

Mortgage

Why mortgage rates are climbing again: inflation won't cooperate, and the labor market is resilient

Acres.com launches Homebuilder Market Intelligence to track where housing growth is headed

Proptech

Acres.com launches Homebuilder Market Intelligence to track where housing growth is headed

Affordability is so stretched that more homebuilder sales now rely on FHA loans

Homebuilding

Affordability is so stretched that more homebuilder sales now rely on FHA loans

54 major housing markets with year-over-year home price declines—and the 246 posting mild gains

Regional housing market analysis

54 major housing markets with year-over-year home price declines—and the 246 posting mild gains

84% of investors say rising home insurance premiums impacted their cash flow in 2026

Rental market

+1

84% of investors say rising home insurance premiums impacted their cash flow in 2026

ResiClub Terminal

The ResiClub Terminal is the “Bloomberg of the housing market.” The analytics platform provides granular housing data and insights—over 100 metrics—across local housing markets, including ZIP Code coverage. Users can explore interactive maps, downloadable datasets, and historical data covering home prices, inventory, migration, new construction, rentals, homebuilder footprints, demographics, and forecasts.

To set up a demo, email [email protected]

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ResiDay

ResiDay is ResiClub’s annual one-day conference in New York City, held each November, that brings together housing leaders and investors across homebuilding, single-family rentals, mortgage, and residential real estate. The event features data-driven discussions on home prices, housing supply, migration trends, financing conditions, and regional housing market dynamics.

ResiDay 2025 featured speakers like Amherst CEO Sean Dobson, Beazer Homes CEO Allan Merrill, and FHFA director Bill Pulte. Housing journalists from outlets including The Wall Street Journal, Bloomberg, The New York Times, Barron's, and Fortune were also in attendance.

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"ResiClub is one of the best sources for streamlined macroeconomic and housing market insights in the industry. We use our ResiClub membership regularly to influence high-impact decisions throughout Meritage and gain consensus among leadership about how we approach the market."
Zachary Ronstadt
Zachary RonstadtVice President of Strategic Operations at Meritage Homes—a homebuilder ranked No. 554 on the Fortune 1000
"ResiClub and the ResiClub Terminal have been a fantastic source for information both at the national and local level. Our whole investment team uses it. While the articles and information are useful in themselves, the data visualization is world class and has absolutely improved how we approach our own marketing and presentations to LPs."
Robert Clark
Robert ClarkChief Investment Officer at Domain Real Estate Partners—a private credit firm specializing in land banking and homebuilder finance, with over $6 billion in projects financed nationwide

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