
Hovnanian Enterprises reported its first‑quarter 2026 earnings, delivering modest revenue growth and an earnings‑per‑share beat despite a softening housing market. Net income rose to $85 million, up 6% year‑over‑year, while home sales volumes slipped 3% as buyers delayed purchases. The company highlighted a stronger backlog and cost‑control measures that helped preserve margins. Management reiterated its outlook for a gradual market recovery in the second half of the year.

The Erdmann Housing Tracker notes that core inflation—excluding rent—has now been tracking a 2% trend for roughly three and a half years. This prolonged alignment suggests price pressures are stabilizing outside the rental sector. The brief also hints at deeper...

The latest Census estimates show residential construction activity for December 2025 edging forward, but the recovery remains sluggish. Analyst Kevin Erdmann highlights that the persistent supply shortage outweighs mortgage‑rate concerns in shaping short‑term building trends. He links today’s modest gains...

Kevin Erdmann appeared on Mike Haltman's "Do You Ever Wonder?" podcast to discuss the fundamentals of the 21st‑century housing market. In under an hour, he broke down key trends such as urbanization, affordability pressures, and the rise of data‑driven property...

The House approved the Housing for the 21st Century Act, a federal effort to ease regulations on manufactured‑home financing, HUD programs, and construction lending for small builders. The legislation also grants regulatory relief to local banks, aiming to revive mortgage...