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HomebuildingHomebuilding
+2+2
100% of the single-family rentals added last quarter by institutional giant Invitation Homes were new-builds
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100% of the single-family rentals added last quarter by institutional giant Invitation Homes were new-builds

ResiClub PRO | Invitation Homes tells investors that "all 368 of our wholly owned acquisitions [last quarter] were newly-constructed homes purchased from various homebuilders."

Lance Lambert
Lance Lambert
MortgageMortgage
Big banks retreated from mortgages after the 2008 housing crash—now this Fed governor wants them back

Big banks retreated from mortgages after the 2008 housing crash—now this Fed governor wants them back

After more than a decade of "significant migration" toward nonbanks, Federal Reserve Vice Chair for Supervision Michelle Bowman says it's time to consider adjusting policy.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Japanese builders are rapidly acquiring U.S. homebuilders—now Daiwa House is buying United Homes

Japanese builders are rapidly acquiring U.S. homebuilders—now Daiwa House is buying United Homes

On Monday, Stanley Martin Homes—which has been owned by Japan-based Daiwa House since 2017—announced that it has agreed to buy United Homes Group.

Lance Lambert
Lance Lambert
Regional housing market analysisRegional housing market analysis
+1+1
100 major housing markets, one key question: How many homeowners are underwater?
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100 major housing markets, one key question: How many homeowners are underwater?

ResiClub PRO | In total, 2.1% of outstanding U.S. homeowner mortgages are underwater—up from 1.3% a year ago.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Toll Brothers: "Florida seems to have found its footing, although Tampa remains challenged"
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Toll Brothers: "Florida seems to have found its footing, although Tampa remains challenged"

ResiClub PRO | Our six main takeaways from Q1 2026 earnings at Toll Brothers—a luxury homebuilding giant with a roughly $15 billion market capitalization.

Lance Lambert
Meghan Malas
Lance Lambert, +1
Build-to-RentBuild-to-Rent
+1+1
White House sets 100-home ownership cutoff in proposed institutional homebuying 'ban'

White House sets 100-home ownership cutoff in proposed institutional homebuying 'ban'

The White House’s proposed institutional homebuying ban—which it will ask Congress to codify—includes two major exemptions.

Lance Lambert
Lance Lambert
Regional housing market analysisRegional housing market analysis
The 100 major housing markets with year-over-year home price declines—and the 200 posting gains

The 100 major housing markets with year-over-year home price declines—and the 200 posting gains

After a burst of softening, the count of major metros seeing year-over-year home price declines has stabilized over the past seven months.

Lance Lambert
Lance Lambert
Regional housing market analysisRegional housing market analysis
Monthly report: Home price analysis for 800+ metros, 3,000+ counties, 25,000+ ZIPs
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Monthly report: Home price analysis for 800+ metros, 3,000+ counties, 25,000+ ZIPs

ResiClub PRO | The Lance Lambert House Price Tracker—and ResiClub Terminal—just got updated to include our latest house price analysis.

Lance Lambert
Lance Lambert
The state of the housing market in February 2026, as told by ResiClub
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The state of the housing market in February 2026, as told by ResiClub

Join us for ResiClub PRO's monthly webinar on February 27th.

Meghan Malas
Meghan Malas
Regional housing market analysisRegional housing market analysis
AI could create housing market winners and laggards—just look back at globalization
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AI could create housing market winners and laggards—just look back at globalization

ResiClub PRO | There is a strong positive correlation between a market’s incomes and home prices. That’s why, if AI reshapes labor markets, the impact will transmit into housing.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Japan-based firms accelerate U.S. homebuilder buying spree with $4.5B Tri Pointe Homes acquisition

Japan-based firms accelerate U.S. homebuilder buying spree with $4.5B Tri Pointe Homes acquisition

On Friday, Japan-based Sumitomo Forestry announced it has agreed to acquire Tri Pointe Homes—a U.S. homebuilder ranked No. 715 on the Fortune 1000—for $4.5 billion.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
+1+1
Austin and Denver boast ‘significantly oversupplied’ lot inventory—Baltimore and Philly homebuilders still struggle to find lots

Austin and Denver boast ‘significantly oversupplied’ lot inventory—Baltimore and Philly homebuilders still struggle to find lots

Zonda chief economist Ali Wolf: "Builders have scaled back starts in response to slower sales, which by extension has allowed for lot supply to grow."

Lance Lambert
Lance Lambert
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