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Unsold completed new-build inventory is so high this $34B homebuilder is turning to investors
13 hours ago

Unsold completed new-build inventory is so high this $34B homebuilder is turning to investors

Lennar, America's second largest homebuilder, just launched Lennar Investor Marketplace—a portal for mom-and-pop landlords to find deals from Lennar.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
+1+1
Invitation Homes says homebuilders are offering them ‘pretty significant discounts’ to move inventory
Aug 16, 2025
Premium

Invitation Homes says homebuilders are offering them ‘pretty significant discounts’ to move inventory

ResiClub PRO | Rising unsold completed inventory in certain Sun Belt markets has builders leaning on investors to keep sales volume up—highlighted by Lennar’s launch of an investor-focused portal this week.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Warren Buffett places fresh wager on the housing market
Aug 15, 2025
Premium

Warren Buffett places fresh wager on the housing market

ResiClub PRO | America's two largest homebuilders, D.R. Horton and Lennar, get a vote of confidence from the Oracle of Omaha.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
+1+1
Austin, Atlanta, and Dallas boast 'appropriately supplied' lot inventory—L.A. and Philly homebuilders still struggle to find lots
Aug 14, 2025

Austin, Atlanta, and Dallas boast 'appropriately supplied' lot inventory—L.A. and Philly homebuilders still struggle to find lots

Zonda chief economist Ali Wolf: "This slower pace of construction [has] contributed to the 5-year high in Zonda’s Lot Supply Index, as fewer lots were converted into starts.”

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
New construction is 'a bit worse than' public homebuilders are letting on, says CEO of the nation’s largest building materials supplier
Aug 04, 2025
Premium

New construction is 'a bit worse than' public homebuilders are letting on, says CEO of the nation’s largest building materials supplier

ResiClub PRO | Here's a close look at national multifamily and single-family construction—here are 5 things to know.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
+1+1
Spreading housing market softness sees this $23 billion builder offer $50k incentives per sale
Jul 29, 2025

Spreading housing market softness sees this $23 billion builder offer $50k incentives per sale

Here’s why $1 spent on mortgage rate buydowns by builders like PulteGroup currently generates more monthly payment savings than a $1 price cut.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
3 multi-billion dollar homebuilders sound off on today’s housing market conditions
Jul 26, 2025
Premium

3 multi-billion dollar homebuilders sound off on today’s housing market conditions

ResiClub PRO | PulteGroup, Taylor Morrison, and Meritage Homes gave analysts a detailed look at what they’re seeing across the housing market—from incentives, regional dynamics, labor availability, to tariffs.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
America's largest homebuilder D.R. Horton: 'the trend is still pointing towards a bit higher incentives'
Jul 23, 2025

America's largest homebuilder D.R. Horton: 'the trend is still pointing towards a bit higher incentives'

While D.R. Horton expects to offer slightly bigger incentives in Q4, it isn’t seeing an acceleration in softening beyond what homebuilders had already reported earlier this year.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
+1+1
10 housing markets with the largest single-family homebuilding presence—and 10 with the smallest
Jul 22, 2025
Premium

10 housing markets with the largest single-family homebuilding presence—and 10 with the smallest

ResiClub PRO | When you look at our analysis, you'll notice the similarity it has with our map showing how active inventory across the nation compares in 2025 to pre-pandemic 2019 levels.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Homebuilders see spike in all-cash transactions as buyers sidestep rates
Jul 14, 2025
Premium

Homebuilders see spike in all-cash transactions as buyers sidestep rates

ResiClub PRO | At D.R. Horton, all-cash buyers made up just 9% of sales in 2019—by 2024, that share had jumped to 26%.

Lance Lambert
Meghan Malas
Lance Lambert, +1
HomebuildingHomebuilding
+1+1
CEO of an $11 billion builder empire warns that these housing markets face a short-term oversupply
Jun 28, 2025

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
HomebuildingHomebuilding
KB Home: Homebuyers risk finding themselves 'upside-down' if they overpay for builder incentives
Jun 25, 2025

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

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