TBDHomebuilding industry, Trump administration, labor shortages, mass deportations, tariffs, U.S. housing market, corporate taxes, deregulation, economic growth, residential construction

Lennar: Volume Wins, Everyone Else Adjusts To 'Share The Pain'

Leadership

Lennar: Volume Wins, Everyone Else Adjusts To 'Share The Pain'

In a slower housing market, Lennar leans into a land-light, asset-light strategy, doubling down on sales pace—even at the cost of incentives and margin compression. The message to suppliers: help us cut costs, or risk being cut out.

Research: Supply Constraint Is Not No. 1 Driver Of Housing Crisis

Marketing & Sales

Research: Supply Constraint Is Not No. 1 Driver Of Housing Crisis

Findings imply that constrained housing supply is relatively unimportant in explaining differences in rising house prices among U.S. cities -- suggesting that easing housing supply constraints may not yield the anticipated improvements in housing affordability.

Regulation Recoil: Developers Avoid Gateway Cities ... Here's Why

Policy

Regulation Recoil: Developers Avoid Gateway Cities ... Here's Why

Multifamily rental developers focus on investments in the Sun Belt and secondary metropolitan areas, which have tended to outpace others in economic growth, especially in the past several years of the post-pandemic era.

Rent Protections Choke Supply, Drive Rents Higher, Data Says

Policy

Rent Protections Choke Supply, Drive Rents Higher, Data Says

Has a century-high monument to sweeping American renter protections — many of them designed to battle greed, corruption and their byproduct inhumane living conditions common among rental properties of the past — become one of the cudgels to obliterate 21st-century solutions?

Policy Whiplash Fogs Housing Outlook: The Uncertainty Effect

Policy

Policy Whiplash Fogs Housing Outlook: The Uncertainty Effect

As housing stakeholders -- in a bid to "bend the arc" of policy to spark housing development -- pursue standing among Trump priorities, an economist foresees a return of higher inflation and further harm to those interests.

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Lennar: Volume Wins, Everyone Else Adjusts To 'Share The Pain'

Leadership

Lennar: Volume Wins, Everyone Else Adjusts To 'Share The Pain'

In a slower housing market, Lennar leans into a land-light, asset-light strategy, doubling down on sales pace—even at the cost of incentives and margin compression. The message to suppliers: help us cut costs, or risk being cut out.

Research: Supply Constraint Is Not No. 1 Driver Of Housing Crisis

Marketing & Sales

Research: Supply Constraint Is Not No. 1 Driver Of Housing Crisis

Findings imply that constrained housing supply is relatively unimportant in explaining differences in rising house prices among U.S. cities -- suggesting that easing housing supply constraints may not yield the anticipated improvements in housing affordability.

Regulation Recoil: Developers Avoid Gateway Cities ... Here's Why

Policy

Regulation Recoil: Developers Avoid Gateway Cities ... Here's Why

Multifamily rental developers focus on investments in the Sun Belt and secondary metropolitan areas, which have tended to outpace others in economic growth, especially in the past several years of the post-pandemic era.

Rent Protections Choke Supply, Drive Rents Higher, Data Says

Policy

Rent Protections Choke Supply, Drive Rents Higher, Data Says

Has a century-high monument to sweeping American renter protections — many of them designed to battle greed, corruption and their byproduct inhumane living conditions common among rental properties of the past — become one of the cudgels to obliterate 21st-century solutions?

Policy Whiplash Fogs Housing Outlook: The Uncertainty Effect

Policy

Policy Whiplash Fogs Housing Outlook: The Uncertainty Effect

As housing stakeholders -- in a bid to "bend the arc" of policy to spark housing development -- pursue standing among Trump priorities, an economist foresees a return of higher inflation and further harm to those interests.

Homebuilding industry, Trump administration, labor shortages, mass deportations, tariffs, U.S. housing market, corporate taxes, deregulation, economic growth, residential construction

Lennar: Volume Wins, Everyone Else Adjusts To 'Share The Pain'

Leadership 03.24.25

Lennar: Volume Wins, Everyone Else Adjusts To 'Share The Pain'

In a slower housing market, Lennar leans into a land-light, asset-light strategy, doubling down on sales pace—even at the cost of incentives and margin compression. The message to suppliers: help us cut costs, or risk being cut out.

Research: Supply Constraint Is Not No. 1 Driver Of Housing Crisis

Marketing & Sales 03.24.25

Research: Supply Constraint Is Not No. 1 Driver Of Housing Crisis

Findings imply that constrained housing supply is relatively unimportant in explaining differences in rising house prices among U.S. cities -- suggesting that easing housing supply constraints may not yield the anticipated improvements in housing affordability.

Regulation Recoil: Developers Avoid Gateway Cities ... Here's Why

Policy 03.14.25

Regulation Recoil: Developers Avoid Gateway Cities ... Here's Why

Multifamily rental developers focus on investments in the Sun Belt and secondary metropolitan areas, which have tended to outpace others in economic growth, especially in the past several years of the post-pandemic era.

Rent Protections Choke Supply, Drive Rents Higher, Data Says

Policy 03.10.25

Rent Protections Choke Supply, Drive Rents Higher, Data Says

Has a century-high monument to sweeping American renter protections — many of them designed to battle greed, corruption and their byproduct inhumane living conditions common among rental properties of the past — become one of the cudgels to obliterate 21st-century solutions?

Policy Whiplash Fogs Housing Outlook: The Uncertainty Effect

Policy 02.28.25

Policy Whiplash Fogs Housing Outlook: The Uncertainty Effect

As housing stakeholders -- in a bid to "bend the arc" of policy to spark housing development -- pursue standing among Trump priorities, an economist foresees a return of higher inflation and further harm to those interests.