PulteGroup's order book shows K-shaped housing trend, Lance Lambert notes

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K-shaped housing shows in PulteGroup orders

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Olesia Kramarenko

29.04.2026

PulteGroup's order book shows K-shaped housing trend, Lance Lambert notes — K-shaped housing shows in PulteGroup orders

Lance Lambert, industry influencer, reports that a K-shaped housing market is now evident in the order book of major homebuilder PulteGroup.

According to Lambert, PulteGroup CEO Ryan Marshall referenced recent economic reports about the K-shaped economy during the company's earnings call, stating that this trend was reflected in their first quarter results.

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Lambert recently documented that Lennar increased its average incentive spending per home sale from $17,300 in 2022 to $62,700 in 2023, citing market pressures on buyers and sellers in key regions (link). He also provides recurring monthly housing inventory analysis that covers over 800 metro areas and 25,000 ZIP codes across the U.S. (link). These reports form part of his broader coverage of national housing market trends.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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