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Invitation Homes: We’re watching for shadow ‘accidental landlord’ supply

Invitation Homes CEO Dallas Tanner: "what do the mom and pops do that are maybe sitting on a home they’re trying to sell?
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Institutional giant Invitation Homes sold 3x as many single-family homes as it bought last quarter—and it’s using the cash to buy back its own stock

Homebuilders are floating +20% discounts to institutional landlords—and Invitation Homes is still mostly passing. Here's why.
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These 8 maps show where institutional SFR landlords own homes

ResiClub and Roofstock just reached an agreement to bring institutional property portfolios into the ResiClub Terminal—down ...
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The mortgage downturn—now four years running—is deepening again

While mortgage rates have retreated a tad from their October 5 high-water mark, their recent resurgence has once again ...
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KB Home: The housing market has weakened since June—and Texas resale sellers 'capitulate a little bit more'

KB Home Executive Chairman Jeffrey Mezger: "In addition, resale inventory, which is our largest competitor, has increased to ...
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Inside giant homebuilder D.R. Horton’s bet on robotic homebuilding

On a typical jobsite, framing crews build walls by hand. America's largest homebuilder D.R. Horton is teaming up with Promise Robotics to move some of that work into a factory, where robots do the ...
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Lennar: Capitulating resale sellers in pockets of Florida and Texas keeps pressure on entry-level homebuilders

ResiClub PRO | Lennar's incentive rate is down to 12.0%, from its cycle high of 14.3% in Q3 2025. However, the builder is cautious about the next several months, with Miller noting that "if anything, ...
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Florida’s housing market corrections continue to lose intensity—see the data across the state

While softness—and even outright weakness—remains in parts of Florida’s housing market, the intensity of the correction and recalibration process there has been waning throughout 2026, as ResiClub has ...
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Big homebuilders are maintaining aggressive incentives—Hovnanian is shelling out $58K per home

AI for the Grunt Work. Humans for the Insight. Auto-populate the model, pull comps, rebuild broker pro formas, and support every assumption. RealAI handles the grindy work so you can focus on what ...
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68 major housing markets with year-over-year home price declines—and the 232 posting mild gains

Today’s letter is brought to you by the Lennar Investor Marketplace! The sooner you get a renter, the sooner you start earning. Good news for investors: every property from Lennar Investor Marketplace ...
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Warren Buffett's heir just bought another big homebuilder. What's Berkshire Hathaway planning?

ResiDay is back for its third year—and this will be our best one yet. There will be hundreds of influential homebuilders, developers, lenders, investors, and brokers who are shaping the future of ...
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Japan’s growing ownership of U.S. homebuilders, as told by one chart

The sooner you get a renter, the sooner you start earning. Good news for investors: every property from Lennar Investor Marketplace is brand-new and ready to rent. With no renovations needed, upgrades ...