Leadership

KB Home Guidance Cut Bodes Sharper Sector Challenges Ahead

In a reflection of broader market tensions, KB Home — following on an earlier lowered guidance from Lennar — drastically revises its 2025 outlook downward amid weakening consumer confidence and escalating costs.

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.

Capital

Housing’s High-Stakes Year: Six New Home Market Shifts To Watch

A massive liquidity crunch is reshaping homebuilding’s financial landscape. M&A is accelerating as builders chase capital and growth.

Land

Land-Light, Born Of Necessity, Comes Of Age As Opportunity

If you understand the why of “asset light,” there is a long list of homebuilding companies that need help. Land strategist Scott Finfer explains.