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Tariffs’ impact on the housing market: What 5 major public homebuilders are saying
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Tariffs’ impact on the housing market: What 5 major public homebuilders are saying

ResiClub PRO | Are homebuilders already seeing an impact from tariffs? Do big builders expect construction costs to rise—and if so, by how much?

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
The 2025 spring housing market, as told by America's largest homebuilder D.R. Horton
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The 2025 spring housing market, as told by America's largest homebuilder D.R. Horton

ResiClub PRO | Here are ResiClub's 6 key takeaways from the latest earnings of D.R. Horton, a homebuilder ranked No. 120 on the Fortune 500.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
KB Home CEO: The start to the spring selling season is 'more muted' than usual

KB Home CEO: The start to the spring selling season is 'more muted' than usual

6 big takeaways from the latest earnings call by KB Home—a giant homebuilder ranked No. 545 on the Fortune 1000.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
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Homebuilder unsold inventory hits 15-year high: Housing markets to find deals in

Homebuilder unsold inventory hits 15-year high: Housing markets to find deals in

The number of unsold completed new single-family homes in February 2025 hit the highest level since summer 2009.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
A look at housing permits across 400 housing markets
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A look at housing permits across 400 housing markets

ResiClub PRO | We analyzed housing permits to see which markets are poised for the most single-family and apartment expansion in the coming year.

Lance Lambert
Meghan Malas
Lance Lambert, +1
HomebuildingHomebuilding
This Fortune 500 homebuilder has yet to see the 'pickup typically associated with the beginning of the spring selling season'

This Fortune 500 homebuilder has yet to see the 'pickup typically associated with the beginning of the spring selling season'

Lennar says the spring selling season is off to a soft start.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Homebuilders haven’t seen much disruption from deportations yet, John Burns finds

Homebuilders haven’t seen much disruption from deportations yet, John Burns finds

Around 13% of the U.S. construction workforce is estimated to be undocumented—including 23% laborers.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Homebuilders unsold completed inventory reaches the highest level since 2009—here's the context

Homebuilders unsold completed inventory reaches the highest level since 2009—here's the context

"Some builders are facing pricing pressure—especially in key Florida and Texas markets, where resale supply is also well above pre-COVID norms," writes Dillan Krieg at John Burns Research and Consulting.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Did Warren Buffett see this coming? Homebuilder margins face pressure in 2025
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Did Warren Buffett see this coming? Homebuilder margins face pressure in 2025

ResiClub PRO | Since the end of October, U.S. homebuilder stocks have been the second-worst performing subsector of the S&P 500 Index. Here's what it could mean for the 2025 housing market.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
+1+1
Austin and Atlanta boast 'appropriately supplied' lot inventory—L.A. and Seattle face 'significantly undersupplied' conditions

Austin and Atlanta boast 'appropriately supplied' lot inventory—L.A. and Seattle face 'significantly undersupplied' conditions

Zonda chief economist Ali Wolf: "Land and lot supply is at the healthiest levels we’ve seen in years."

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
+2+2
J.P. Morgan makes a big build-to-rent play—this map shows the country's BTR pipeline
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J.P. Morgan makes a big build-to-rent play—this map shows the country's BTR pipeline

ResiClub PRO | A total of 110,727 U.S. single-family rentals are in the construction pipeline across 613 communities. Phoenix has the most.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
The cost breakdown for constructing a single-family home in 2024

The cost breakdown for constructing a single-family home in 2024

For some homebuilders, rising input and construction costs have further compressed margins over the past two years.

Meghan Malas
Meghan Malas