Nick Hartnett

KB Home rebid its national contracts while deliveries fell 19%

Sep 29, 2026

•

5 min read

KB Home rebid its national contracts while deliveries fell 19%

Starts & Specs · Issue #11 · Week ending September 29, 2026

Nick Hartnett

Single-family completions fell 22.9%, and the decline clears Census's own test

Sep 22, 2026

•

6 min read

Single-family completions fell 22.9%, and the decline clears Census's own test

Starts & Specs · Issue #10 · Week ending September 22, 2026

Nick Hartnett

Existing-home sales fell 2.0%. Resale supply hit 4.9 months.

Sep 15, 2026

•

4 min read

Existing-home sales fell 2.0%. Resale supply hit 4.9 months.

Starts & Specs · Issue #9 · Week ending September 15, 2026

Nick Hartnett

A $5,000 credit ended June 30. The proxy doesn't mention it.

Sep 8, 2026

•

7 min read

A $5,000 credit ended June 30. The proxy doesn't mention it.

Starts & Specs · Issue #8 · Week ending September 8, 2026

Nick Hartnett

Spending fell 3.2%. Lumber fell 7% in the same month.

Sep 1, 2026

•

7 min read

Spending fell 3.2%. Lumber fell 7% in the same month.

Starts & Specs · Issue #7 · Week ending September 1, 2026

Nick Hartnett

Fewer counterparties, and a widening gap in who can absorb an increase

Aug 25, 2026

•

8 min read

Fewer counterparties, and a widening gap in who can absorb an increase

Starts & Specs · Issue #6 · Week ending August 25, 2026

Nick Hartnett

A 50% duty on Canadian goods lands Wednesday. Cement is in the annex and steel is not.

Aug 18, 2026

•

7 min read

A 50% duty on Canadian goods lands Wednesday. Cement is in the annex and steel is not.

Starts & Specs · Issue #5 · Week ending August 18, 2026

Nick Hartnett

Dream Finders bought Beazer for $2.2 billion. The number that reaches a supplier is $100 million

Aug 11, 2026

•

7 min read

Dream Finders bought Beazer for $2.2 billion. The number that reaches a supplier is $100 million

Starts & Specs · Issue #4 · Week ending August 11, 2026

Nick Hartnett

Cycle times got faster. Meritage used it to start homes later

Aug 4, 2026

•

9 min read

Cycle times got faster. Meritage used it to start homes later

Starts & Specs · Issue #3 · Week ending August 4, 2026

Nick Hartnett

Closings fell 8%. Orders rose 6.4%. Three reasons, not one.

Jul 28, 2026

•

8 min read

Closings fell 8%. Orders rose 6.4%. Three reasons, not one.

Starts & Specs · Issue #2 · Week ending July 28, 2026

Nick Hartnett

D.R. Horton opens earnings season with flat orders as costs keep climbing

Jul 21, 2026

•

7 min read

D.R. Horton opens earnings season with flat orders as costs keep climbing

Starts & Specs · Issue #1 · Week ending July 21, 2026

Nick Hartnett