Capital
Tariff Shock Tests Homebuilders M&A Pipeline, Capital Access
Despite market volatility and policy whiplash, key homebuilding deals continue to close. Builder Advisor Group doubles down on financing muscle as banks pull back.
Together with
Builder Advisor Group
Capital
D.R. Horton’s Competitive Edge: A Market-Maker’s Playbook for 2025
Strong margins, efficiency gains, and strategic dominance reinforce D.R. Horton’s role as a driver of the U.S. homebuilding market’s evolution.
Capital
Starts, Permits Data Underline Strategic Crossroads For Builders
With housing starts and permits in flux, the stakes for homebuilding leaders are mounting fast. As we ramp up to Spring Selling, this analysis explores a critical question: How much spec is too much in any given market?
Capital
McKinley Homes Expands to Texas with Liberty Acquisition
The deal highlights the growing importance of private-to-private partnerships in reshaping U.S. homebuilding amid rising competition — in places like Houston, especially — and evolving buyer demands.
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.
Together with
Builder Advisor Group
Capital
Built-to-Rent's New Paradigm: From Ambition To Execution
To thrive, built-to-rent players embrace operational discipline, cycle speed, and partnership synergies to face tighter ROI timelines.
Together with
McGuinn Homes