M/I Homes trades margin for market share as spec sales rise

M/I Homes is trading some margin for sales growth, speed, and market share. Pair that spec-heavy operating model with an asset-light finished-lot supply, and the returns could become considerably stronger. M/I Homes is making a contrarian bet at a time when much of the homebuilding industry is becom
The missing piece of America’s new housing strategy

Earlier this month, landmark housing legislation became law, marking the most significant federal housing reform in decades. The 21st Century ROAD to Housing Act rightly seeks to lower the cost of housing by building more homes and expanding access to financing. The next challenge is ensuring those
An emerging source of affordable housing supply

Foreclosure auction volume increased 23% in the second quarter of 2026 compared to a year ago, matching a six-year high from the previous quarter and the sixth consecutive quarter with an annual increase.  Meanwhile, auction sellers — mostly mortgage servicers, banks and government agencies — lowere
Coach Manny Caballero

Coach Manny Caballero

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