Lennar Controls Land for Half a Million Future Homes
495,000 That's how many future homesite lots Lennar—a giant homebuilder ranked No. 135 on the Fortune 500—has rights to 11K are directly owned 484K are controlled rights For perspective, the country built 1,004,800 single-family homes last year Chart via @ResidentialClub
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Webinar: How to use AI and ResiClub PRO to create top-notch housing market content ResiClub PRO members can join us for a presentation on Monday, June 22. We'll show how to use AI tools/our membership to create local housing content https://t.co/SX0iQ9HvwS
Mortgage Rates Likely Stay Above 5% Short Term
Economists got some bad news for homebuyers and sellers still hoping for a swift return to sub 5.00% mortgage rates Unless something material shifts in the economy, models don't expect a big short-term drop in mortgage rates @MalasMeghan for ResiClub: https://t.co/rGzLK6vezQ
Zonda and ResiClub Present Housing Insights at BofA Symposium
Both the Zonda team and the ResiClub team were invited back this year to give housing presentations to institutional investors at the Bank of America Housing Symposium in NYC If you'd like the 42-chart ResiClub slideshow, shoot me an email: lance@resiclubanalytics.com...
AI Data Centers Clash With Homebuilders Over Land
America's largest homebuilder D.R. Horton recently moved into a small Ohio county. Just months later, a data center showed up next door and bought over 1,000 acres Welcome to the land-use collision happening in the housing market right now: AI data...
Taylor Morrison Spikes; Broader Homebuilders Stay Flat
While Taylor Morrison shares are up 22% today—following the Sunday news that Berkshire Hathaway would buy the builder at a 24% premium over their Friday close—public homebuilders at large aren’t up that much today https://t.co/uM5Ix5hAc7
Miami ZIPs: Single‑Family Prices Rise, Condos Lag Behind
LEFT: Year-over-year shift across Miami single-family home prices by ZIP RIGHT: Year-over-year shift across Miami condo home prices by ZIP via ResiClub Terminal
Homebuilders Exploit Forward‑Commitment Loophole to Boost Concessions
Over 40% of sales recently by big homebuilders have a combination of seller concessions plus permanent buydown cost in excess of 6% How do they do it when there are caps on how much a seller can contribute toward closing costs? Answer:...
CoStar Poised to Acquire Homebuilding Data Firm Zonda
The rumor over the past year+ was that homebuilding data giant Zonda was looking for a buyer Given the ambitions of CoStar—a CRE data giant—them being the buyer isn’t too surprising On the listings side (https://t.co/Xn1gdEwei8), CoStar has been pushing further into...
Hovnanian's Sales Incentives Surge to 12% by 2026
Sales incentives rate for public homebuilder Hovnanian Enterprises: Q2 2022 --> 2.5% Q2 2023 --> 9.3% Q2 2024 --> 8.1% Q2 2025 --> 10.5% Q2 2026 --> 11.9%
Austin, Dallas, Tampa Lead Metro Housing Declines; Milwaukee Rises
Among the 50 largest metro area housing markets... DOWN the most YoY: -6.0% -> Austin, TX -3.3% -> Dallas, TX -3.2% -> Tampa, FL UP the most YoY: +5.3% -> Milwaukee, WI +5.2% -> Hartford, CT +4.8% -> Buffalo, NY Table via @ResidentialClub
KB Home Expands Into Fast‑growing Atlanta Market
KB Home—America's 7th largest homebuilder—to enter the Atlanta housing market Builders go where population is rising, land is available to entitle, and the regulatory and demand environment makes it feasible to build at prices the market can absorb https://t.co/MIOQgDjpvw
US Home Prices Edge Up, YoY Growth Slows
U.S. home prices, as measured by the Zillow Home Value Index, rose +0.6% month-over-month between the March 2026 to April 2026 reading That's a soft spring arch Year-over-year came in at +0.7% (decelerated from last month's +0.8% YoY) Table via @ResidentialClub https://t.co/g7V9gP9I0T
Speculative Construction Loans Hit 11% Effective Rate
Average effective interest rate right now [taking both contract rate and initial points into account] on.... loans for speculative single-family construction --> 11.22% loans for land development --> 10.15% loans for land acquisition --> 9.36% via NAHB
Memphis Leads with 65% Inventory Surge Since 2019
Among the 50 largest metro housing markets, these 5 have the most inventory relative to pre-pandemic 2019: 1. Memphis, TN -> +65% 2. Denver, CO -> +61% 3. Austin, TX -> +57% 4. San Antonio, TX -> +52% 5. Seattle, WA -> +45% https://t.co/I3bsu481wS