Archive

HomebuildingHomebuilding
What homebuilder margin compression tells us about the housing market
Premium

What homebuilder margin compression tells us about the housing market

ResiClub PRO | All 11 of the major publicly traded U.S. homebuilders that ResiClub tracks are seeing year-over-year gross margin compression.

Lance Lambert
Lance Lambert
The state of the housing market in August 2025, as told by ResiClub
Premium

The state of the housing market in August 2025, as told by ResiClub

Join us for ResiClub PRO's monthly webinar on August 28th.

Lance Lambert
Meghan Malas
Lance Lambert, +1
MortgageMortgage
We’re 3 years into the mortgage industry’s dual drought
Premium

We’re 3 years into the mortgage industry’s dual drought

ResiClub PRO | This is the longest stretch in modern mortgage history where both sides of the business—purchase and refi—have been constrained.

Lance Lambert
Lance Lambert
Regional housing market analysisRegional housing market analysis
Number of major housing markets with falling home prices stands at 105—up from 31 in January

Number of major housing markets with falling home prices stands at 105—up from 31 in January

Among the 300 largest metro area housing markets, these 105 markets are seeing falling home prices on a year-over-year basis.

Lance Lambert
Lance Lambert
ForecastForecast
+1+1
Zillow changes course on home prices: Updated forecast for 400 housing markets

Zillow changes course on home prices: Updated forecast for 400 housing markets

Zillow has stopped issuing downward revisions to its national home price outlook, and its new 12-month forecast (+0.4%) represents an upward adjustment.

Lance Lambert
Lance Lambert
ProptechProptech
+1+1
Unsold completed new-build inventory is so high this $34B homebuilder is turning to investors

Unsold completed new-build inventory is so high this $34B homebuilder is turning to investors

Lennar, America's second largest homebuilder, just launched Lennar Investor Marketplace—a portal for mom-and-pop landlords to find deals from Lennar.

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
Premium

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

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

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
+1+1
Invitation Homes says homebuilders are offering them ‘pretty significant discounts’ to move inventory
Premium

Invitation Homes says homebuilders are offering them ‘pretty significant discounts’ to move inventory

ResiClub PRO | Rising unsold completed inventory in certain Sun Belt markets has builders leaning on investors to keep sales volume up—highlighted by Lennar’s launch of an investor-focused portal this week.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Warren Buffett places fresh wager on the housing market
Premium

Warren Buffett places fresh wager on the housing market

ResiClub PRO | America's two largest homebuilders, D.R. Horton and Lennar, get a vote of confidence from the Oracle of Omaha.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
+1+1
Austin, Atlanta, and Dallas boast 'appropriately supplied' lot inventory—L.A. and Philly homebuilders still struggle to find lots

Austin, Atlanta, and Dallas boast 'appropriately supplied' lot inventory—L.A. and Philly homebuilders still struggle to find lots

Zonda chief economist Ali Wolf: "This slower pace of construction [has] contributed to the 5-year high in Zonda’s Lot Supply Index, as fewer lots were converted into starts.”

Lance Lambert
Lance Lambert
Regional housing market analysisRegional housing market analysis
Map: Percentage of homes for sale with a price cut

Map: Percentage of homes for sale with a price cut

During the Pandemic Housing Boom, only 11.4% of homes for sale in June 2021 had a price cut. By June 2025, that share had risen to 25.6%.

Lance Lambert
Lance Lambert
Regional housing market analysisRegional housing market analysis
Housing market fundamentals are healing: 'Overvaluation' scores for +400 metros
Premium

Housing market fundamentals are healing: 'Overvaluation' scores for +400 metros

ResiClub PRO | At the height of the Pandemic Housing Boom in Q2 2022, Moody’s estimated that U.S. home prices were “overvalued” by 29.4%. At the end of Q2 2025 that "overvaluation" figure was 8.3%.

Lance Lambert
Lance Lambert
FirstBack
12345678
Next Last