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July 25, 2025 50 mins

We always hear from economists and analysts… but what about the builders actually putting shovels in the ground?

 

In this episode, I break down insights straight from the Q2 2025 earnings calls of three housing giants—PulteGroup, Taylor Morrison, and Meritage Homes—each with billions in annual revenue and a front-row seat to what’s really happening in residential real estate.

 

Here’s what you’ll learn:

  • Why builders are ramping up incentives—but warning they might not help as much as you think

  • What they’re saying about gross margins, and why some are holding steady while others tighten

  • A fascinating shift: buyers are trading personalization for spec homes just to get better pricing

  • Regional breakdown: Florida is still strong, but markets like Austin, Dallas, and California are seeing real softness

  • How labor availability, tariffs, and immigration enforcement are playing into their bottom line

 

This isn’t theory—it’s what’s happening on the ground in America’s biggest housing markets, straight from the people building thousands of homes a year.

 

If you ever want to buy or sell a property anywhere in the world, our team would be honored to help get you to your next destination.

 

Until next time, stay curious, stay hungry, and as always… stay ALL IN!

 

Amit Bhuta COMPASS ALL IN Miami Group Licensed Real Estate Agent 📞 (305) 439-3031 Mobile 📧 amit.bhuta@compass.com 🌐 ALLinMiami.com

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