Builders slow starts in May to rebalance pricing and incentives

The real story in today’s Monthly New Residential Construction release from the Census Bureau isn’t a collapse in construction. It’s a production strategy that took shape months ago. Headlines – and their sibling, “headline risk” –don’t enjoy a particularly good reputation among most homebuilding business executives who have chosen to talk with and listen to […]

Demand stop-loss: Can a court ruling revive H-1B buyer mojo?

The court ruling on the $100,000 H-1B fee raises questions about localized housing demand, especially in markets such as Celina north of Dallas. Executives and economists say uncertainty around immigration policy and tech hiring may limit any near-term rebound even if the ruling stands.

Why more private homebuilders face a succession test now

A succession challenge homebuilding can no longer ignore A second U.S. President in a row to serve past the age of 80 is in the Oval Office. Whether spoken or not, succession, or rather a sound strategic, operational and organizational cultural plan for it, is on the minds of many. It’s the same in homebuilding […]

Lennar Q2 2026 results test the land-light model

While the world gets swept up in the euphoria of SpaceX’s IPO, some of the rest of us remain anchored to a more down-to-earth – but no less fascinating – domain, where gravity’s still a thing. In this realm, grounded as it is with a you-pick-it array of supply and demand challenges, Lennar just delivered […]

Why homebuilders still tend to misread the trade labor shortage

As new home sales decline across the country, solving the trade labor shortage has become a lower priority for most production homebuilders. Most builders recognize that the strength of their production apparatus atrophies the longer it lies dormant, but how many are taking the necessary intermediate steps before they determine how to restore its production […]

Homebuilders’ spring toolbox: Incentives rose, but conversion stayed weak

Part of this is telling you what you already know. So, make sure you get to the second part. A string of better-than-expected quarters for new-home development players following the pandemic’s onset in 2020 had to end sometime. It did. The first half of 2026 delivered a worse-than-expected spring selling season for many homebuilders — […]

HUD pilots robotics-built housing and automated permitting

A pair of ultra-modest, little-noticed funding opportunities from the U.S. Department of Housing and Urban Development may signal a new strategy taking shape in Washington. The Builder’s Daily has learned that HUD recently opened applications for two new demonstration programs totaling $13 million that target two of the industry’s chronic obstacles to delivering housing at […]

Modular builder Kinexx eyes ‘hidden-in-plain-sight’ lots for growth

Kinexx Modular Construction says it can deliver homes about 20% cheaper and 30% to 50% faster by building off-site, lowering financing and carrying costs. After building more than 100 Chicago infill units, it launched a $500-minimum crowdfunding campaign to expand into 8 additional cities.

Is KB Home a more likely purchase target as its lot pipeline tightens?

Author’s note: I worked for KB Home during two periods of my career and remain grateful for the experience. This analysis is based solely on publicly reported information and reflects my independent views on the company’s land strategy and industry positioning. KB Home’s land pipeline is telling investors something important: a 2024 rebuild, a 2025 slowdown […]

Drees Homes bets on operational leadership for next century

[Image (left to right): Scott Drees, Midwest Regional President, Barbara Drees Jones, VP Marketing, David Drees, Chairman, Alexa Drees Walker, Director of Midwest Design Centers. Drawing: Maggie Goldstone] The resonant image of a German immigrant’s handiwork – a brick Cape Cod house built on a shoestring, very nearly a century ago in Wilder, Kentucky – […]

Berkshire Taylor Morrison deal puts vertical integration in focus

Berkshire Hathaway’s planned acquisition of Taylor Morrison has opened the door for us to explore a set of uber-themed questions: about homebuilders’ present and future valuations, leadership and scale, and to the question that public homebuilder boards may now be asking: whether to build toward greater scale or join it. A related question may be […]

Who can buy a top-20 builder now? Berkshire resets board calculus

Berkshire Hathaway‘s planned acquisition of No. 6-ranked homebuilder Taylor Morrison begs big follow-on questions. These mostly spring from who this particular buyer is and the moment they have chosen. One way or another, these follow-up questions may prompt homebuilding leaders to revisit a core imperative many believed they had solved eons ago. For decades, the […]

Why Taylor Morrison’s integration playbook matters in builder M&A

Flashback Shortly after Sheryl Palmer became chief executive officer of Taylor Morrison in 2007, I met with her in Scottsdale, Arizona, to discuss a challenge that would have intimidated many experienced homebuilding leaders. The company she had inherited was not merely navigating the early stages of what would become the worst housing downturn in modern […]

Berkshire Taylor Morrison deal focuses on scale and ecosystems

[Editor’s Note: Berkshire Hathaway‘s planned acquisition of Taylor Morrison is one of those rare transactions whose significance extends well beyond the companies involved. Today’s analysis examines the deal through a broad strategic lens, exploring why Berkshire may be betting not simply on a homebuilder, but on a leadership team, a scalable operating platform and the […]

Quiet 2026 hurricane season forecast, risk remains for builders

The 2026 Atlantic hurricane season is underway, and despite predictions of a quieter year, experts are urging the housing industry not to ease up on storm-resilient building. NOAA’s 2026 outlook calls for 8–14 named storms, 3–6 hurricanes, and 1–3 major hurricanes. That follows 2025, the first season since 2015 in which no hurricane made U.S. […]

Berkshire Hathaway to buy Taylor Morrison in $8.5 billion all-cash deal

Berkshire Hathaway Inc. has agreed to acquire Taylor Morrison Home Corporation in an all-cash deal valuing the national homebuilder at approximately $8.5 billion, the companies announced Friday. Under the definitive agreement, Berkshire will pay $72.50 per share in cash, a 24% premium to Taylor Morrison’s closing price of $58.50 on May 29, 2026. The transaction […]

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