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HomebuildingHomebuilding
Lennar: The Feds are cooking up something to 'address' housing affordability

Lennar: The Feds are cooking up something to 'address' housing affordability

On Wednesday, Lennar co-CEO Stuart Miller told analysts that major homebuilders are in discussions with the administration. He added: "do I think that something will come out in 2026? I'd be surprised if something isn't done."

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
America's second largest homebuilder Lennar says 'sales volumes have been difficult to maintain' and require 'additional incentives'
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America's second largest homebuilder Lennar says 'sales volumes have been difficult to maintain' and require 'additional incentives'

ResiClub PRO | Our 10 main takeaways from the Q4 2025 earnings of Lennar—a giant homebuilder ranked No. 129 on the Fortune 500.

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
Regional housing market analysisRegional housing market analysis
90 housing markets at key inventory threshold—giving homebuyers some relief

90 housing markets at key inventory threshold—giving homebuyers some relief

Among the nation’s 200 largest housing markets, these 90 metro areas now have active inventory above 2019 pre-pandemic levels.

Lance Lambert
Lance Lambert
Regional housing market analysisRegional housing market analysis
U.S. housing inventory is still rising—but the pace of growth is slowing

U.S. housing inventory is still rising—but the pace of growth is slowing

In November 2024, there were +196,885 more U.S. homes for sale than in November 2023. In November 2025, there were +120,003 more U.S. homes for sale than in November 2024.

Lance Lambert
Lance Lambert
MortgageMortgage
Powell: 'housing market faces some really significant challenges' that a 25 bps rate cut won’t resolve

Powell: 'housing market faces some really significant challenges' that a 25 bps rate cut won’t resolve

Fed Chair Jerome Powell acknowledged this week that recent rate cuts alone won’t restore affordability in the housing market.

Lance Lambert
Lance Lambert
ResiClub surveysResiClub surveys
Full results to the LendingOne-ResiClub SFR Investor Survey—Q4 2025

Full results to the LendingOne-ResiClub SFR Investor Survey—Q4 2025

Among single-family rental investors surveyed, 11% expect the average 30-year fixed mortgage rate above 6.5% in the next 12 months, down sharply from 57.3% in Q2 2025.

Meghan Malas
Meghan Malas
HomebuildingHomebuilding
$13 billion homebuilder CEO: Housing market softness in the South is hitting entry-level builders the hardest
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$13 billion homebuilder CEO: Housing market softness in the South is hitting entry-level builders the hardest

ResiClub PRO | Here are ResiClub’s 7 main takeaways from the latest earnings and commentary from Toll Brothers—a homebuilder ranked No. 390 on the Fortune 500.

Lance Lambert
Lance Lambert
MortgageMortgage
A half-century of data shows a 1.40-point average annual mortgage-rate range

A half-century of data shows a 1.40-point average annual mortgage-rate range

According to a ResiClub analysis, the 30-year fixed mortgage rate has averaged a 1.40-percentage-point annual range since 1972. In 2025, the range was 0.87 points.

Lance Lambert
Lance Lambert
Regional housing market analysisRegional housing market analysis
Monthly report: Housing market inventory dynamics in 800+ metros, 3,000+ counties, +25,000 ZIPs
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Monthly report: Housing market inventory dynamics in 800+ metros, 3,000+ counties, +25,000 ZIPs

ResiClub PRO | The ResiClub Terminal and the Lance Lambert Inventory Tracker have been updated to include analysis based on end-of-November 2025 inventory data.

Lance Lambert
Lance Lambert
Regional housing market analysisRegional housing market analysis
18 states are back above pre-pandemic 2019 housing inventory levels

18 states are back above pre-pandemic 2019 housing inventory levels

ResiClub analyzed end of November 2025 inventory data just released from Realtor.com.

Lance Lambert
Lance Lambert
MortgageMortgage
Mortgage purchase applications are rising—so why did most housing markets soften in 2025?
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Mortgage purchase applications are rising—so why did most housing markets soften in 2025?

ResiClub PRO | Despite a mild uptick in U.S. housing demand over the past year, it remains low enough for housing market slack—active inventory for sale—to keep building.

Lance Lambert
Lance Lambert
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