The Sunshine State outshone all other states’ population growth during the COVID-19 pandemic. Victory had its rewards – economic growth, new tax revenues, and a deeper, more diverse workforce pool to draw from. It also came at a cost, one that keeps on taking. Florida housing prices shot up to record levels, putting intense pressure […]
American housing’s fault lines have never, in our memories, been more visible, nor more daunting. Mortgage costs, insurance premiums, zoning pushback, and a missing generation of skilled labor keep even the most capable builders on defense. Layer in climate risk and a growing affordability gap, and you have a system that isn’t just strained— it’s […]
If Davy Crockett were alive today, he’d be developing in Texas. Lately, I’ve been sharing why I believe in Texas, not just the land and lifestyle, but also the economics. And I get it, not everyone agrees. But what’s surprising is how fast a thoughtful conversation can turn hostile. Look, I’m not waving a flag […]
As housing affordability continues to dominate political agendas, state legislatures attempting to encourage once-ubiquitous starter homes face stiff resistance from local governments that fear losing control over zoning. Lawmakers have been trying to neutralize or circumvent zoning rules and regulatory hurdles at the local levels that drive up costs and stall new construction, heeding calls […]
Investing Through Uncertainty: Boise Cascade’s Capability Bet Pays Off for Builders Sky-high borrowing costs, policy whiplash, shrinking margins, declining consumer sentiment, and waning spring sales momentum … American homebuilders face some of the most punishing conditions in recent memory. Boise Cascade Company is doing something that cuts against the grain: doubling down on long-term capability. […]
[Editor’s Note: At The Builder’s Daily, we work to shine light on areas of housing’s business ecosystem that too often get short shrift in strategic planning conversations. One of those crucial areas—especially in a Spring Selling season that’s fallen short of expectations—is the building materials distribution and supply chain channel. That’s why we’re proud to […]
Spring 2025 is Supposed to Be Hot. It’s Not. The season that’s long defined itself as homebuilding’s peak is off to its slowest start in five years. April’s signed new-home contracts — typically the highest of the year — slumped to levels not seen since the pandemic lockdowns of 2020. In parallel, inventory ballooned and […]
In the sharpest turn yet for Spring 2025, the land and lot market is flashing yellow — and maybe red — in multiple high-growth housing markets, as builder sentiment adjusts from cautious optimism to tactical defensiveness. In a candid conversation with John Burns Research and Consulting Senior VP of Research Surveys Jody Kahn, a central […]
Left to right: Ryan Anderson, Co-Founder and Co-President of Platform Ventures, Terry Anderson, Co-Founder and Co-President of Platform Ventures, Jennifer Clarke Johnson, Founder and CEO of Olivia Clarke Homes In a year already defined by a dramatic escalation in homebuilding mergers and acquisitions — punctuated by Apollo’s $1.2 billion move to merge The New […]
Some of the most important signals about what today’s buyers want are showing up in places we don’t always expect—bathroom finishes, the location of the laundry room, even rooftop layouts. They’re subtle, but together they say something big: expectations are shifting, and so is the opportunity to meet them with a design that works harder, […]
A Power Move With Layers of Strategic Meaning In a transaction that accelerates a generational reshuffling of strategic leadership in U.S. homebuilding, The New Home Company, backed by private equity giant Apollo Global Management, has announced its acquisition of Landsea Homes for $11.30 per share in a deal valued at $1.2 billion. The all-cash transaction […]
We cannot provide a commodity report for Q1 2025 without discussing tariffs. Tariffs dominate pricing conversations across all sectors, affecting both finished goods and commodities used as raw materials in U.S. manufacturing. With many voices in the supply chain speculating about the potential impact of tariffs, there is still considerable uncertainty. The effects remain unknown […]
