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

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
HomebuildingHomebuilding
+1+1
Homebuilders with the most—and least—FHA exposure
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Homebuilders with the most—and least—FHA exposure

ResiClub PRO | Only 2% of Toll Brothers’ homebuyers use FHA financing—while 46% of LGI Homes’ buyers use FHA financing.

Lance Lambert
Lance Lambert
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
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