TBDhomebuilder news
Leadership
Lennar’s Q2 Results Redefine Homebuilding Power Play
As housing demand softens and builder confidence fades, Lennar’s asset-light strategy, pricing flexibility, and volume-first execution offer a roadmap—and a warning—for the rest of the industry.
Leadership
Affordability Gap Widens But Sales Go On. Who's Buying? Who’s Sidelined?
Affordability challenges persist despite lower mortgage rates; wealthier buyers dominate sales while entry-level demand struggles amid rising home prices, monthly payment, and downpayment challenges.
Capital
Dream Finders Secures Atlanta Foothold with Liberty Communities Acquisition
A strategic leap into Atlanta and Greenville, two of the Southeast's most dynamic markets. The deal also introduces vertical integration advantages, offering a blueprint for scalable growth and operational efficiency in an increasingly competitive industry.
Capital
A Transformational Leap In Homebuilding Strategy: Millrose Game On
How Lennar's transformative spin-off -- now in motion and scheduled to go to market in January -- creates a new blueprint for land-light homebuilding.
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Builder Advisor Group
Leadership
Sideways: NAHB HMI Signals No Relief Soon For Private Builders
Public builders can withstand price pressures and speculative inventory risks, but smaller private firms face mounting financial strain as affordability and demand remain precarious.





homebuilder news
Leadership 06.17.25
Lennar’s Q2 Results Redefine Homebuilding Power Play
As housing demand softens and builder confidence fades, Lennar’s asset-light strategy, pricing flexibility, and volume-first execution offer a roadmap—and a warning—for the rest of the industry.
Leadership 02.25.25
Affordability Gap Widens But Sales Go On. Who's Buying? Who’s Sidelined?
Affordability challenges persist despite lower mortgage rates; wealthier buyers dominate sales while entry-level demand struggles amid rising home prices, monthly payment, and downpayment challenges.
Capital 01.23.25
Dream Finders Secures Atlanta Foothold with Liberty Communities Acquisition
A strategic leap into Atlanta and Greenville, two of the Southeast's most dynamic markets. The deal also introduces vertical integration advantages, offering a blueprint for scalable growth and operational efficiency in an increasingly competitive industry.
Capital 12.18.24
A Transformational Leap In Homebuilding Strategy: Millrose Game On
How Lennar's transformative spin-off -- now in motion and scheduled to go to market in January -- creates a new blueprint for land-light homebuilding.
Leadership 12.17.24
Sideways: NAHB HMI Signals No Relief Soon For Private Builders
Public builders can withstand price pressures and speculative inventory risks, but smaller private firms face mounting financial strain as affordability and demand remain precarious.