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HomebuildingHomebuilding
Lennar is so eager to keep its sales running at all-time highs that it’s offering incentives at 2010 levels
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Lennar is so eager to keep its sales running at all-time highs that it’s offering incentives at 2010 levels

ResiClub PRO | Lennar CEO Stuart Miller: "We believe that we are closer to an inflection point for Lennar than at any time in the past three years."

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Japanese builders are rapidly acquiring U.S. homebuilders—striking their third deal in a month

Japanese builders are rapidly acquiring U.S. homebuilders—striking their third deal in a month

This week, Japan-based Hajime Construction agreed to buy Utah-based Wright Homes. That comes just weeks after Tri Pointe Homes and United Homes Group were bought by Japanese builders.

Lance Lambert
Lance Lambert
Regional housing market analysisRegional housing market analysis
The income needed to purchase a typical U.S. home has increased by 79% in just 6 years

The income needed to purchase a typical U.S. home has increased by 79% in just 6 years

Incomes haven’t kept up with the cost to buy in the for-sale market. But they're slowly catching up.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
+2+2
Many homebuilder groups—including NAHB—are uneasy with the institutional homebuying ban. Here’s why
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Many homebuilder groups—including NAHB—are uneasy with the institutional homebuying ban. Here’s why

ResiClub PRO | Here’s what the institutional homebuying “ban” working its way through Congress would actually do, according to ResiClub’s reading of the bill.

Lance Lambert
Meghan Malas
Lance Lambert, +1
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-February2026 inventory data.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
All 11 of the biggest homebuilders tracked by ResiClub are seeing year-over-year margin compression
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All 11 of the biggest homebuilders tracked by ResiClub are seeing year-over-year margin compression

ResiClub PRO | Homebuilders—especially those with a big presence in some of the softer markets in Texas and Florida—are still in cost-cutting mode.

Lance Lambert
Meghan Malas
Lance Lambert, +1
Regional housing market analysisRegional housing market analysis
U.S. housing market inventory is up 8% year over year—that rate keeps decelerating

U.S. housing market inventory is up 8% year over year—that rate keeps decelerating

ResiClub analyzed inventory data through February 28, 2026.

Lance Lambert
Lance Lambert
MortgageMortgage
Refis are slowly gaining momentum—just look at mortgage giant UWM’s earnings

Refis are slowly gaining momentum—just look at mortgage giant UWM’s earnings

United Wholesale Mortgage's refi business is up +387% from its lows during the rate-shock in 2023.

Lance Lambert
Lance Lambert
Rental marketRental market
The share of each state’s single-family housing stock used as rentals, according to BatchData

The share of each state’s single-family housing stock used as rentals, according to BatchData

BatchData finds that nearly 18% of America’s single-family housing stock is now rental—though levels vary widely by state.

Lance Lambert
Lance Lambert
Should single-family investors consider new construction?

Should single-family investors consider new construction?

Single-family investors—or those considering becoming single-family landlords—are invited to register for a special presentation on Thursday, March 5. The webinar will feature insights from the team behind the Lennar Investor Marketplace.

Lance Lambert
Lance Lambert
Regional housing market analysisRegional housing market analysis
Zillow revises its home price forecast across over 400 housing markets—see the map

Zillow revises its home price forecast across over 400 housing markets—see the map

Zillow slightly downgrades its national home price outlook—predicting that over the next 12 months, U.S. home prices are likely to rise +0.9%.

Lance Lambert
Lance Lambert
ResiClub webinarsResiClub webinars
ResiClub PRO's February 2026 webinar—here's the recording
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ResiClub PRO's February 2026 webinar—here's the recording

On Friday, February 27, we hosted our monthly housing market update webinar for ResiClub members.

Meghan Malas
Meghan Malas
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