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HomebuildingHomebuilding
Toll Brothers: "Florida seems to have found its footing, although Tampa remains challenged"
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Toll Brothers: "Florida seems to have found its footing, although Tampa remains challenged"

ResiClub PRO | Our six main takeaways from Q1 2026 earnings at Toll Brothers—a luxury homebuilding giant with a roughly $15 billion market capitalization.

Lance Lambert
Meghan Malas
Lance Lambert, +1
Build-to-RentBuild-to-Rent
+1+1
White House sets 100-home ownership cutoff in proposed institutional homebuying 'ban'

White House sets 100-home ownership cutoff in proposed institutional homebuying 'ban'

The White House’s proposed institutional homebuying ban—which it will ask Congress to codify—includes two major exemptions.

Lance Lambert
Lance Lambert
Regional housing market analysisRegional housing market analysis
The 100 major housing markets with year-over-year home price declines—and the 200 posting gains

The 100 major housing markets with year-over-year home price declines—and the 200 posting gains

After a burst of softening, the count of major metros seeing year-over-year home price declines has stabilized over the past seven months.

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
The state of the housing market in February 2026, as told by ResiClub
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The state of the housing market in February 2026, as told by ResiClub

Join us for ResiClub PRO's monthly webinar on February 27th.

Meghan Malas
Meghan Malas
Regional housing market analysisRegional housing market analysis
AI could create housing market winners and laggards—just look back at globalization
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AI could create housing market winners and laggards—just look back at globalization

ResiClub PRO | There is a strong positive correlation between a market’s incomes and home prices. That’s why, if AI reshapes labor markets, the impact will transmit into housing.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Japan-based firms accelerate U.S. homebuilder buying spree with $4.5B Tri Pointe Homes acquisition

Japan-based firms accelerate U.S. homebuilder buying spree with $4.5B Tri Pointe Homes acquisition

On Friday, Japan-based Sumitomo Forestry announced it has agreed to acquire Tri Pointe Homes—a U.S. homebuilder ranked No. 715 on the Fortune 1000—for $4.5 billion.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
+1+1
Austin and Denver boast ‘significantly oversupplied’ lot inventory—Baltimore and Philly homebuilders still struggle to find lots

Austin and Denver boast ‘significantly oversupplied’ lot inventory—Baltimore and Philly homebuilders still struggle to find lots

Zonda chief economist Ali Wolf: "Builders have scaled back starts in response to slower sales, which by extension has allowed for lot supply to grow."

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Brad Jacobs’ building materials roll-up continues with $2.25B Kodiak Building Partners purchase

Brad Jacobs’ building materials roll-up continues with $2.25B Kodiak Building Partners purchase

On Wednesday, QXO announced it has agreed to buy Kodiak Building Partners for $2.25 billion.

Lance Lambert
Lance Lambert
MortgageMortgage
Foreclosure activity inches closer to pre-pandemic 2019 levels
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Foreclosure activity inches closer to pre-pandemic 2019 levels

ResiClub PRO | Back in Q4 2021, U.S. foreclosure activity was 88% below pre-pandemic (Q4 2019) levels. By Q4 2025, foreclosure activity was just 18% below those pre-pandemic levels.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
+1+1
Homebuilders slow spec builds in weaker housing markets, says KB Home CEO

Homebuilders slow spec builds in weaker housing markets, says KB Home CEO

“It's good to see that there's not a lot more [spec] inventory being injected into some of the softer markets, and I think that's going to help places like Florida stabilize,” KB Home CEO Jeffrey Mezger tells ResiClub.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
White House floats builder antitrust probe—here’s what the data says about homebuilding concentration
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White House floats builder antitrust probe—here’s what the data says about homebuilding concentration

ResiClub PRO | Five charts show what the data says about U.S. homebuilding concentration.

Lance Lambert
Lance Lambert
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