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HomebuildingHomebuilding
KB Home—a Fortune 1000 homebuilder—is shifting strategy to put a floor under compressing margins
Dec 23, 2025

KB Home—a Fortune 1000 homebuilder—is shifting strategy to put a floor under compressing margins

Here are ResiClub’s 7 main takeaways from KB Home’s latest earnings—America’s seventh-largest homebuilder, with a market capitalization of $3.7 billion.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Lennar: The Feds are cooking up something to 'address' housing affordability
Dec 19, 2025

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'
Dec 18, 2025
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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
HomebuildingHomebuilding
$13 billion homebuilder CEO: Housing market softness in the South is hitting entry-level builders the hardest
Dec 12, 2025
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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
HomebuildingHomebuilding
This housing market cycle is so unique even Warren Buffett broke his own rules to make money on it
Dec 04, 2025

This housing market cycle is so unique even Warren Buffett broke his own rules to make money on it

As he nears retirement, the Oracle of Omaha’s Berkshire Hathaway has exited its D.R. Horton stake while holding on to its positions in Lennar and NVR.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Teardowns vs. infill vs. subdivisions: New NAHB data shows stark regional housing differences
Dec 03, 2025

Teardowns vs. infill vs. subdivisions: New NAHB data shows stark regional housing differences

Over half of New England’s new homes come from teardowns or infill, according to NAHB.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
+1+1
The housing markets building the most—and the least—single-family and multifamily housing
Nov 30, 2025
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The housing markets building the most—and the least—single-family and multifamily housing

ResiClub PRO | Over the past 12 months, Raleigh, NC has posted the highest homebuilding activity among America’s 50 largest metros, with 7.7 single-family housing permits per 1,000 residents.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
+1+1
Will tighter Northern housing markets lure homebuilders away from the Sun Belt?
Nov 24, 2025
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Will tighter Northern housing markets lure homebuilders away from the Sun Belt?

ResiClub PRO | Beazer Homes CEO Allan Merrill tells ResiClub that while Florida and Texas were “really tough” this year, the softness is temporary—and the builder plans to stay concentrated on markets with strong long-term population growth.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Buydowns help giant homebuilders avoid 10% home price cuts in many soft housing markets
Nov 20, 2025
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Buydowns help giant homebuilders avoid 10% home price cuts in many soft housing markets

ResiClub PRO | In June 2025, 64% of new single-family home sales by the 21 largest homebuilders included a 'permanent' buydown—compared to 13% for all other builders, according to AEI Housing Center data.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Giant homebuilder PulteGroup expands into the still-tight Cincinnati housing market
Nov 18, 2025

Giant homebuilder PulteGroup expands into the still-tight Cincinnati housing market

In Ohio, PulteGroup already operates in Cleveland and Columbus.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
New-home price premium hits record low—Lennar says small investors are taking notice
Nov 14, 2025

New-home price premium hits record low—Lennar says small investors are taking notice

Back in August, giant homebuilder Lennar—ranked No. 129 on the Fortune 500—launched the Lennar Investor Marketplace, a portal that allows mom-and-pop landlords to shop new-build homes for sale.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
+2+2
Invitation Homes: Builders have 'a lot of inventory' and they're selling to us at '20-plus percent discounts to market value'
Nov 04, 2025
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Invitation Homes: Builders have 'a lot of inventory' and they're selling to us at '20-plus percent discounts to market value'

ResiClub PRO | As builders wrestle with oversupply in key Sun Belt markets, Invitation Homes is swooping in.

Lance Lambert
Lance Lambert

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