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America’s Homebuilding Pullback Is Deepening — and the Sun Belt Is Leading It

America’s Homebuilding Pullback Is Deepening — and the Sun Belt Is Leading It

by John G. Stevens | Sep 14, 2026 | News/Current Events, U.S. Housing Market

The U.S. housing market has spent years arguing that it needs more homes. Builders are now sending a different signal: in many of the markets that produced the most new supply during the pandemic-era boom, they are pulling back. A new Zillow analysis released Sept. 14...
Sellers Outnumber Buyers by a Record 58% — But There’s a Catch for Homebuyers

Sellers Outnumber Buyers by a Record 58% — But There’s a Catch for Homebuyers

by John G. Stevens | Sep 11, 2026 | U.S. Housing Market

The gap between home sellers and buyers has never been wider in Redfin’s data. Across much of the Sun Belt, buyers have leverage that would have been difficult to imagine a few years ago. Affording the house is another matter. America has entered the strongest buyer’s...
D.R. Horton Faces Growth and Affordability Challenges Heading Into 2027

D.R. Horton Faces Growth and Affordability Challenges Heading Into 2027

by Nathan S. Pierce | Sep 9, 2026 | News/Current Events, U.S. Housing Market

D.R. Horton’s latest results highlight a challenge facing homebuilders heading into 2027: delivering more homes while protecting profits as buyers struggle with affordability. The company closed 23,983 homes in its fiscal third quarter ended June 30, up 4% from a year...
Housing is Cooling Nationally. In These Affordable Markets, Buyers are Still Competing.

Housing is Cooling Nationally. In These Affordable Markets, Buyers are Still Competing.

by John G. Stevens | Sep 8, 2026 | Real Estate News, U.S. Housing Market

The national housing market may be losing momentum, but buyers aren’t disappearing everywhere. They are concentrating. New Realtor.com Economic Research released Tuesday shows that the country’s most competitive housing markets remain clustered almost...
There Isn’t One U.S. Housing Market. We Need to Stop Talking Like There Is

There Isn’t One U.S. Housing Market. We Need to Stop Talking Like There Is

by John G. Stevens | Aug 28, 2026 | Real Estate News, U.S. Housing Market

Every month, the housing industry gets another collection of national numbers. Home prices are up. Sales are down. Inventory is improving. Affordability is getting worse. Builder confidence moved. Mortgage applications changed. We report those numbers because they...
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