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HomebuildingHomebuilding
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CEO of an $11 billion builder empire warns that these housing markets face a short-term oversupply

CEO of an $11 billion builder empire warns that these housing markets face a short-term oversupply

Toll Brothers CEO: Spec build ‘overhang’ in Sun Belt areas in Florida and Arizona will ‘clean up’ over time because the builders are starting fewer new builds.

Lance Lambert
Lance Lambert
ResiClub surveysResiClub surveys
Full results to the LendingOne-ResiClub SFR Investor Survey—Q2 2025

Full results to the LendingOne-ResiClub SFR Investor Survey—Q2 2025

57% of single-family investors believe mortgage rates will remain above 6.5% over the next 12 months—up sharply from 29% in Q4 2024.

Meghan Malas
Meghan Malas
ResiClub webinarsResiClub webinars
ResiClub PRO's June 2025 webinar—here's the recording
Premium

ResiClub PRO's June 2025 webinar—here's the recording

On Monday, June 23, we hosted our monthly one-hour webinar for ResiClub PRO members.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
KB Home: Homebuyers risk finding themselves 'upside-down' if they overpay for builder incentives

KB Home: Homebuyers risk finding themselves 'upside-down' if they overpay for builder incentives

"I believe that there are [builder] customers that are overpaying for the home to effectively get an incentive... They may potentially be upside down when they try to sell that home," says KB Home COO Rob McGibney.

Lance Lambert
Lance Lambert
Regional housing market analysisRegional housing market analysis
These 96 housing markets are seeing falling home prices

These 96 housing markets are seeing falling home prices

Among the 300 largest metro area housing markets, these 96 markets are seeing falling home prices on a year-over-year basis.

Lance Lambert
Lance Lambert
MortgageMortgage
The mechanics behind mortgage rates—and the scenarios that could lower them
Premium

The mechanics behind mortgage rates—and the scenarios that could lower them

Despite the Fed cutting short-term rates by 100 basis points in 2024, and the Fed’s dot plot signaling another 50 basis point cut this year, mortgage rates haven’t materially changed.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Inside Lennar’s playbook: Bigger incentives and market share over margin

Inside Lennar’s playbook: Bigger incentives and market share over margin

In Q2 2025, Lennar spent an average of 13.3% of the final sales price on sales incentives—its highest incentive rate since 2009.

Lance Lambert
Lance Lambert
Regional housing market analysisRegional housing market analysis
Monthly home price analysis spanning over 800 metros and 3,000 counties
Premium

Monthly home price analysis spanning over 800 metros and 3,000 counties

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

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

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

Join us for ResiClub PRO's monthly webinar on June 23rd.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
A goldmine of homebuilder data just dropped—here are ResiClub’s 4 big takeaways
Premium

A goldmine of homebuilder data just dropped—here are ResiClub’s 4 big takeaways

ResiClub PRO | What the latest data reveals about how giant homebuilders are operating right now.

Lance Lambert
Meghan Malas
Lance Lambert, +1
Regional housing market analysisRegional housing market analysis
75 major housing markets where inventory has bounced back

75 major housing markets where inventory has bounced back

Among the nation’s 200 largest housing markets, these 75 metro areas now have active inventory at or above 2019 pre-pandemic levels.

Lance Lambert
Lance Lambert
ResiClub surveysResiClub surveys
Full results Stessa-ResiClub Real Estate Investor Survey

Full results Stessa-ResiClub Real Estate Investor Survey

Among single-family real estate investors, 65% say the most frustrating part of the buying process is finding deals that cash flow—that share is even higher among landlords based in the West (78%).

Meghan Malas
Meghan Malas
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